Job Location: Makati City

Job Description:

·         Maintain strong relationships with existing clients, ensuring their insurance needs are met and they receive exceptional customer service

·         Proactively identify opportunities to cross-sell and upsell additional insurance products to existing clients

·         Source and secure new business lead through networking, cold-calling, and other prospecting activities

·         Prepare and present tailored insurance proposals and quotes to prospective clients

·         Process policy applications, endorsements, and renewals in a timely and accurate manner

·         Assist clients with claims processing and guide policy terms and conditions

·         Stay up to date with industry regulations, products, and competitive intelligence

·         Collaborate with the wider insurance team to share best practices and support business growth

·         Knowledgeable in handling Travel, Motor, Fire, and Engineering Insurance, as well as Bonds and Brokers' accounts, is a plus

 

Qualifications:

·         Minimum 2 years of experience in an insurance sales or account management role

·         Strong communication and interpersonal skills, with the ability to build trust and rapport with clients

·         Proven track record of meeting and exceeding sales targets

·         Excellent customer service orientation and problem-solving abilities

·         Familiarity with insurance products and regulations in the Philippine market

·         Proficient in using MS Office applications

·         Bachelor's degree in a relevant field, such as business, finance, or marketing