Insurance Specialist

3 days ago

Taguig, National Capital Region, Philippines Toyota Pasong Tamo, Inc. Full time

JOB DESCRIPTION:

  • Finds prospect customers for non-motor (e.g., Travel, General Accident, Fire, Marine Cargo, Liability, Bonds, etc.) insurance by gathering customer information, both existing and new; builds own account portfolio
  • Serves as point of contact throughout the customer lifecycle (pre-sales to after-sales) to fulfill customer requirements; collaborates with the team and insurance partners
  • Executes the KYC (Know Your Customer) process for customers in own account portfolio in compliance with legal/regulatory requirements
  • Generates positive customer experiences with the goal of generating multi-product and repeat customers
  • Contributes to building the team's knowledge base of markets, products, and customer profiles
  • Provides data on own account portfolio for aggregation to management reports
  • Assists the accounting team with monitoring accounts receivable from customers within the account portfolio

QUALIFICATIONS:

  • Must be a bachelor's degree holder in any program
  • Preferably with at least three (3) years of insurance sales experience. Candidates with experience in sales and with customer-handling skills in any field are welcome to apply.
  • Fresh graduates who can demonstrate sales and customer-handling skills are welcome to apply.
  • Willing to grow career and build expertise in the financial services space, particularly in insurance services (training, coaching, and mentoring to be provided)
  • With functional knowledge of Microsoft Office (e.g, Outlook, Word, Excel, PowerPoint), Gmail, and social media platforms
  • Willing to work onsite, meet customers in their places of work, and participate in trade fairs and similar sales and marketing events
  • Able to communicate well with external and internal stakeholders both orally and in writing
  • Must be passionate about customers – able to build relationships with customers of diverse profiles, able to handle customer concerns professionally
  • Able to structure and deliver sales presentations with minimal supervision; able to collaborate with internal stakeholders for more complex product offerings

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