Insurance Sales Account Officer

3 days ago

Makati City, National Capital Region, Philippines Own Bank, Rural Bank of Cavite City, Inc. Full time ₱384,000 per year

The position is primarily responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures relation to sales, client servicing, and collections.

Job Description

  • Responsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations.
  • Receives calls, requests for quotations, endorsements, policies and other inquiries from clients, insurance companies, other branches and business units and acts on them appropriately and promptly.
  • Prepares the required documentation such as renewal advice, quotation slip, proposal form, placement slip, and cover note.
  • Reviews issued insurance policies prior to sending out to clients.

Qualifications

  • Graduate of any 4 year degree course.
  • At least 2-3 years experience in account management, preferably as an Account Officer
  • Sales Officer in a non-life insurance or brokerage company, car dealership

Job Types: Full-time, Permanent

Pay: Php28, Php32,000.00 per month

Benefits:

  • Company Christmas gift
  • Company events
  • Free parking
  • On-site parking

Experience:

  • Insurance: 2 years (Preferred)

Work Location: In person

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