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Insurance Sales Specialist

1 week ago


Manila, National Capital Region, Philippines Q2 HR Solutions Inc. Full time

Job Scope / Position Summary

At Q2 HR Solutions Inc., we are seeking an experienced Insurance Sales Specialist to join our team. In this role, you will be responsible for producing sales, building client relationships, and managing accounts including receivables.

Main Responsibilities:
  • Sales Revenues:
  1. Conduct sales activities in order to achieve sales strategies and objectives.
  2. New business account solicitation
  3. Repeat business account maintenance
  4. Monitors the performance of assigned accounts
Account Management:
  1. Builds productive business relationships with broker/clients through delivery of quality service.
  2. Takes action and provides feedback on client concerns.
  3. Represents GP in client meetings.
Productivity:
  1. Converts prospects into clients.
  2. Conducts sales calls including basic presentations to prospective clients and intermediaries.
  3. Prepares sales proposals and conducts follow-up meetings.
  4. Provides efficient client services by working closely with Group Operations and other support units.
  5. Prepares accurate and timely reports as required.
Accounts Receivable Management:
  1. Timely tracking and collection of outstanding premium and EOBs.