Sales Accounts Officer

1 day ago

Makati City, National Capital Region, Philippines Pioneer Your Insurance Full time ₱250,000 - ₱500,000 per year

Job Title:Affinity Accounts

Overview of Your Role

Responsible for acquiring new accounts and managing, retaining and expanding Affinity Accounts through effective execution of customer service, receivable management, compliance to company protocols and effective relationship management to contribute to the attainment of Affinity's business goals.

Duties and Responsibilities:

  • Financial Management.Meet the set production and profitability targets consistently and assists the Affinity Accounts Team Lead in ensuring the team's expenses are within the budget to contribute to the branch's overall financial performance.
  • Experience Management. Provides excellent service to customers and clients and communicates proactively with internal teams to resolve issues and ensure smooth operations of the team.
  • Process Management.Delivers the following processes and activities consistently according to agreed-upon quality standards and turn-around time:
  • Actively contributes to policy and guideline discussions, offering insights and recommendations based on their expertise and experience.
  • Adherence to underwriting guidelines and protocols and providing recommendations and insights to proactively enhance account profitability.
  • Negotiation of payment terms and collection of payment as agreed upon.
  • Compliance with company processes, guidelines, protocols, regulatory and reportorial requirements.
  • Analyzes raised concerns within their area of expertise, resolves them independently when possible, and escalates complex issues to ensure Service Level Agreements (SLAs) are met.
  • Data Management.
  • Complies with data and document management standards and procedures in handling documents and data, as well as aid to junior team members on document management best practices, to ensure the accuracy and completeness of the team's records and databases.
  • Produces accurate and timely reports according to specifications while observing the SLA and the data and document management standards and guidelines.

A Bit About You

  • Candidate must be a graduate of any bachelor's degree courses.
  • With at least 3-5 years of experience gained from sales in any Medical Insurance or HMO.
  • Strong proficiency in the use of MS Office (Word, Excel, PowerPoint).
  • Willing to be assigned in our head office in Makati Office to do field work.

What We Need

  • With keen attention to details
  • Strong job motivation and initiative
  • Works with minimum supervision
  • Good communication and interpersonal skills
  • With results orientation, organizational savvy and excellent decision making

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