Insurance Sales Underwriter

1 month ago

Makati City, National Capital Region, Philippines Gentem Consulting Services Full time

Gentem Consulting Services is seeking a skilled Insurance Sales Underwriter to join our team in Makati and BGC. As a key member of our organization, you will play a crucial role in driving business growth and revenue through effective sales strategies.

About the Role

We are looking for a highly motivated and experienced professional with a strong background in insurance sales and underwriting. The ideal candidate will have excellent communication skills, in-depth knowledge of insurance products, and the ability to negotiate effectively.

The successful candidate will be responsible for creating and implementing marketing strategies to sell insurance plans to new clients and up-sell to current clients. They will also be responsible for gathering information from clients to understand and assess their insurance needs and preferences, coordinating requirements with insurance partners, and providing insurance quotes to clients.

In addition, the Insurance Sales Underwriter will be responsible for negotiating with insurance companies for the best price and packages, explaining policy terms, conditions, and coverage details to clients, assessing risks associated with insuring a client, and determining appropriate coverage options.

They will also be responsible for assisting clients with filing insurance claims, helping them understand the claims process, ensuring compliance with relevant laws and regulations, maintaining proper documentation and records, and providing ongoing support to clients.

Responsibilities
  • Create effective marketing strategies to sell insurance plans to new clients or up-sell to current clients.
  • Gather information from clients to understand and assess their insurance needs and preferences.
  • Coordinate the requirements with insurance partners and provide insurance quotes to clients.
  • Negotiate with insurance companies for the best price and packages.
  • Explain policy terms, conditions, and coverage details to clients.
  • Assess the risks associated with insuring a client and determine appropriate coverage options.
  • Assist clients with filing insurance claims and help them understand the claims process.
  • Ensure that all activities are compliant with relevant laws and regulations, maintaining proper documentation and records.
  • Provide ongoing support to clients, addressing any questions or clarifications.
  • Record keeping, maintaining detailed records of policies and client interactions.
Requirements

To be considered for this exciting opportunity, applicants must possess:

  • A Bachelor's degree in accounting, finance, or business management.
  • At least 5 years of experience in the insurance industry specifically in the field of sales and/or underwriting, with a managerial position for at least 2 years; or Licensed general agent for at least 5 years.
  • Strong communication skills and in-depth knowledge of insurance products.
  • High-level negotiating skills.
  • The ability to interact and handle different types of clients.
  • Keen attention to detail.
  • No conviction by final judgment of an offense or crime involving moral turpitude.

The estimated salary for this role is PHP 120,000 per month, depending on experience. If you are a driven and results-oriented professional looking to take your career to the next level, we encourage you to apply.

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