Sales Admin

Job Summary

The Sales Admin provides administrative and operational support to the Sales Account Executive team, ensuring smooth coordination between sales, bank partners, and internal departments. This role is critical in monitoring reports, processing documentation, and supporting day-to-day operations.

Key Responsibilities

• Sales & Operations Support
• Assist Account Executives and Area Heads in processing applications and documentation
• Monitor status of policy applications (submitted, pending, issued)
• Coordinate with underwriting, policy issuance, and claims teams
• Track referral submissions and ensure proper endorsement

Reporting & Monitoring

• Prepare daily, weekly, and monthly sales reports (premium credits, case count, production)
• Maintain updated dashboards and trackers for performance monitoring
• Consolidate data for management reporting and presentations

Coordination & Communication

• Liaise with bank branches for documentation and follow-ups
• Coordinate schedules for meetings, training, and events
• Support rollout of campaigns and internal communications

Compliance & Documentation

• Ensure completeness and accuracy of submitted requirements
• Maintain organized filing (digital and physical) of documents
• Assist in audit and compliance requirements

Administrative Tasks

• Handle logistics, reimbursements, and operational requests
• Maintain records of incentives, licensing, and training
• Support onboarding of new hires (requirements, access, tools)

Qualifications

• Bachelor’s degree in Business Administration or related field
• 1–3 years of experience in admin, operations, or banking/insurance support
• Strong organizational and documentation skills
• Proficient in Microsoft Excel and reporting tools
• Detail-oriented and able to manage multiple tasks

Key Competencies

• Attention to Detail
• Coordination & Communication Skills
• Data Management & Reporting
• Process Orientation
• Customer Service Mindset

Benefits:

• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee

Ability to commute/relocate:

• Makati: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Are you a 4-year college course graduate?
• When is your earliest availability to start employment?
• What is your expected monthly salary?

Education:

• Bachelor's (Preferred)

Work Location: In person