Branch Account Associate

5 days ago

Makati City, National Capital Region, Philippines Cocogen Insurance, Inc. Full time ₱204,000 per year

Key Responsibilities

  • Establish and nurture strategic partnerships with assigned accounts to drive premium generation and account solicitation.
  • Ensure high renewal persistency by executing timely follow-ups through call-outs, SMS, and email reminders.
  • Manage the full sales cycle, including:
  • Issuance of quotations
  • Requesting policy issuance
  • Coordinating payment applications
  • Monitoring and collecting payments
  • Handling policy cancellations (if applicable)
  • Sending policies, receipts, and correspondence
  • Claims monitoring and follow-ups
  • Renewal advice and follow-ups
  • Track renewal accounts and document all assigned activities with regular reporting to management.
  • Conduct product presentations and meetings with bank partners or clients, either remotely or on-site.

About Cocogen Insurance, INC.

Cocogen is an employer that provides equal opportunities and is dedicated to fostering a diverse workplace. All qualified candidates will be considered without discrimination based on race, color, religion, gender, national origin, age, disability, sexual orientation, gender identity or expression, or any other characteristic that is legally protected.

Cocogen has consistently been among the country's top ten general insurance companies, an industry with over 50 players.

Established in January 1963 as Allied Guarantee Insurance Company, Inc., the company built a solid reputation in the general insurance landscape in the country. By 1989, it had been wholly owned by United Coconut Planters Life Assurance Corporation (Cocolife) and became the non-life insurance company arm of the UCPB Financial Services Group. In 2019, the company took another step forward and rebranded itself as Cocogen Insurance to synergize more with Cocolife.

Cocogen offers a wide array of quality and innovative insurance solutions designed to protect everything a Filipino values, from tangible, hard-earned assets such as your home, business, and your car, to something as priceless as your loved ones and yourself.

Our six decades of distinctive leadership and commitment to the industry have earned the trust and loyalty of our clients, which range from prominent multinational companies to business leaders in manufacturing, service, wholesale, and retail merchandising.

Currently, Cocogen has more than 25 fully-operated branches and offices located in key cities and localities nationwide, all with the shared goal to be your trustworthy partner by providing simple and innovative products and excellent services with a heart.

Job Type: Full-time

Pay: From Php17,000.00 per month

Benefits:

  • Company Christmas gift
  • Life insurance
  • Paid training
  • Promotion to permanent employee

Work Location: In person

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