Account Associate (Broker Servicing)

Join our roster of exceptional people!

Perks & Benefits:

• Guaranteed 15 months’ pay
• HMO
• Medical reimbursements
• Internal & external trainings
• Year-round fun & exciting Company Events
• Employee appreciation
• Work-life balance

Job Description:

• Build and maintain strategic partnerships with assigned accounts to drive premium growth and business solicitation.
• Ensure strong renewal persistency through timely follow-ups via calls, SMS, and email reminders.
• Manage the complete sales cycle, including:
• Issuing quotations
• Requesting policy issuance
• Coordinating payment applications
• Monitoring and collecting payments
• Handling policy cancellations (if applicable)
• Sending policies, receipts, and correspondence
• Monitoring and following up on claims
• Providing 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 onsite.

Qualifications:

• Bachelor's Degree
• With a pleasing personality
• With good communication skills

Location: 22F One Corporate Center, Doña Julia Vargas Avenue corner Meralco Avenue, Ortigas Center, Pasig City