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Senior Sales Associate

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Onsite

Senior Sales Associate

BPI MS Insurance Corporation

Senior Sales Associate

Skills

Sales OpsBusiness DevelopmentCompliance

14 days ago

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Important information


Contract type:

Permanent

Location:

Makati City, Metro Manila, Philippines

Work mode:

Onsite

Published on:

12 October 2026

What they need


The Senior Sales Associate collaborates with brokers, clients, reinsurers, and internal stakeholders to support the growth and profitability of the International Brokers portfolio. The role is responsible for business development, account servicing, insurance placements, and coordinating with underwriting, reinsurance, claims, and operations teams to ensure efficient service delivery and achievement of production and retention targets.

The incumbent maintains strong broker relationships, oversees the end-to-end placement process, and delivers high-quality customer service. The position also serves as the team's primary point of contact, providing day-to-day guidance and facilitating coordination to ensure continuity of operations and client servicing. This role is critical in sustaining business growth, operational efficiency, and customer satisfaction.

Key Responsibilities

Financial & Market Performance

  • Develop and maintain relationships with international brokers to generate new business opportunities and expand existing accounts.
  • Achieve assigned GPW, revenue, and retention targets through effective account management and renewal negotiations.
  • Identify and pursue cross-selling and upselling opportunities across multiple lines of business.
  • Monitor portfolio performance and provide recommendations to improve growth and profitability.
  • Conduct broker visits, business reviews, and relationship-building initiatives to strengthen account retention and acquisition efforts.

Account Management & Business Development

  • Manage the end-to-end insurance placement process, including quotations, proposals, renewals, endorsements, and policy issuance.
  • Coordinate with underwriting and reinsurance teams to secure approvals, quotations, and placement support for complex accounts.
  • Prepare account presentations, coverage comparisons, business proposals, and renewal strategies for brokers and clients.
  • Ensure timely submission of renewal notices and proposals to support account retention.
  • Support strategic account planning and business development initiatives.
  • Identify opportunities to enhance coverage solutions and improve portfolio performance.

Operational Excellence

  • Coordinate with underwriting, reinsurance, claims, collections, and operations teams to ensure efficient service delivery.
  • Monitor compliance with turnaround time (TAT) and service level commitments for assigned accounts.

Customer Centricity

  • Build and maintain strong relationships with brokers and clients through proactive engagement and responsive service.
  • Address inquiries, requests, and concerns in a timely and professional manner.
  • Provide after-sales support, including policy clarifications, claims assistance, and account servicing.
  • Conduct broker visits, portfolio reviews, and customer touchpoints to strengthen partnerships.
  • Support retention efforts through proactive account management and relationship development.

Team Coordination & Leadership Support

  • Serve as the primary point of contact for the International Brokers Team on day-to-day operational matters.
  • Facilitate coordination between internal departments and external stakeholders to ensure continuity of service.
  • Provide guidance and support to Sales Assistants and Sales Associates on account servicing and operational concerns.
  • Assist in training, mentoring, and developing junior team members.
  • Support workload management and operational issue resolution.
  • Escalate critical issues and support the implementation of departmental initiatives and objectives.

Must-Have Qualifications

  • Bachelor's Degree in Business Administration, Marketing, Insurance, Finance, or a related field.
  • Minimum of 3-5 years of experience in non-life insurance sales, account management, broker distribution, or underwriting support.
  • Proven experience handling commercial non-life insurance lines, including Fire, Casualty, Motor, Engineering, Marine, Liability, and Specialty Risks.
  • Strong knowledge of insurance placement processes, policy administration, underwriting requirements, and broker account management.
  • Experience handling international brokers, multinational accounts, or complex commercial insurance risks.
  • Knowledge of reinsurance processes and insurance placement procedures.
  • Experience conducting client presentations, portfolio reviews, and broker engagement activities.

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