Insurance Sales Representative

2 months ago


San Juan, National Capital Region, Philippines CONNEXT HOLDINGS INC., Full time

At CONNEXT HOLDINGS INC., we are seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for handling our local non-life motorcar insurance account by offering our services and providing overall customer service.

The successful candidate will have the opportunity to:

  • Reach out to potential clients to offer primary (motorcar insurance) and other insurance services (other lines, life insurance, and health insurance).
  • Generate fresh leads through various methods like cold calling, social media sniping, referrals, and networking.
  • Explain policy options, terms & conditions, coverage, premiums, and options & terms of payment to clients, ensuring they make informed decisions.
  • Take ownership of clients' first payments and oversee the payment process from initiation to remittance by collaborating with cross-functional teams like Accounting and Collections to resolve payment issues promptly.
  • Complete necessary paperwork, documentation, and administrative tasks for policy issuance timely and accurately.
  • Maintain accurate records of sales activities, client interactions, and follow-up actions in Pegasus.
  • Achieve set goals as defined and advised by the Company from time to time.
  • Provide excellent customer service by addressing client concerns and inquiries in a professional, relevant, and timely manner.

This is a full-time permanent position that offers a competitive salary of PHP 15,000.00 - PHP 45,000.00 per month. Benefits include company Christmas gifts, opportunities for promotion, paid training, and pay raises. The schedule is 8 hours a day, Monday to Friday, with opportunities for commission pay and a 13th-month salary.



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