Account Officer for sales (cebu)RBT Consulting

Description
Duties and Responsibilities:
1. Sell Group Life Insurance thru partner brokers
• Introduce the Company's capabilities, existing and new product to new and to be
developed brokers
• Convert prospects into clients
• Monitor the performance of assigned accounts
2. Provide client support
• Provide efficient client services by working closely with Group Life Operations
and other support units
3. Build and manage relationships with clients and partner brokers
• Build productive business relationships with clients through the delivery of quality service
• Deliver on the promise
• Respond to broker's concerns and queries on time
4. Perform administrative functions
• Prepare accurate and timely reports as required
5. Undertake other tasks that may be reasonably expected of the role and as may be necessary
to achieve the Company's goals
Skills:
A. Technical Competencies
1. Business process know-how: Knowledge and understanding of the insurance market, the basic
insurance principles and the ability to apply them; know the competitive landscape and
industry/market trends; knows how businesses work; knowledgeable in current and possible
future policies, practices, trends, and information affecting his/her business and organization;
knows the competition; is aware of how strategies and tactics work in the marketplace
2. Product Knowledge: Knowledge and understanding of product features, benefits, and exclusions
3. Quality and Timely Completion of Work: Ability to deliver quality results based on data
on hand within a specified period of time
4. Product Market Trends: Knowledge of market trends concerning new products and services
aimed at expanding offerings' portfolio and fostering business continuous improvement
5. Report Writing Skill: Ability to gather and present information using appropriate format,
graphical illustrations, etc. to create professional and high-quality reports
6. Use of Office Technology: Ability to utilize equipment, office software to effectively
perform the job
7. Operation and Team Supervision: Ability to drive day-to-day operations and team performance by
providing the guidance necessary to achieve both individual and group goals, ensuring that the
members of the team are productive and that problem is resolved as they arise
8. Work Process Analysis and Improvement: Understanding of how processes function and
interact, investigate options for achieving improvement and make recommendations in
improving and redesigning the processes currently in operation
9. Group Insurance Operations Knowledge: Familiarity with processes and procedures in
group insurance
10. Strategic Orientation: Ability to think conceptually and to "see the big picture". It involves
taking calculated risks based on realities or existing issues as they impact the strategic direction
of the department and organization.
11. Ecosystem Development Strategy: Ability to leverage on third parties; value chain and
customer base, creating a plug-and-play architecture & operating model, to enlarge own service
portfolio and customer base
12. Relationship Building: Creating and maintaining ongoing, collaborative, and effective
working relationships with internal and external partners and customers to achieve the goals of
the work unit
13. Presentation Skills: Ability to deliver or present ideas to individuals or groups using a variety
of media suited to the characteristics and needs of the audience
14. Analytical Thinking: Ability to identify issues, obtain relevant information, relate
and compare data from different sources, and identify alternative solutions
15. Training, Coaching, and Delegating: Ability to develop people. Selecting the right people,
reaching agreement on plans for action; keeping a balance between input and output; transferring
responsibility to the employee; giving feedback effectively; providing appropriate rewards
16. Communication: Ability to transfer or convey thoughts and express ideas effectively orally or
in writing to individual or group
17. Customer Experience (CX) Journey Design: Ability to improve the overall CX
(products/features); to manage and improve all the CX processes/methods/capabilities that help
develop and improve its design; to tailor experiences to each account and context through
personalized marketing and experiences
18. Customer Experience (CX) Journey Planning and Strategy: Ability to determine how to
deliver the highest value experiences and ensure a superior brand experience by engaging
customers and leveraging segmentation, customer needs, business objectives, behavioral insights
and market intelligence
19. Strategic Partnership & Lifecycle Management: Ability to proactively manage the entire
relationship lifecycle with strategic partners (data, tool, and information) to accelerate the
execution of joint activities and ensure coordination of efforts leveraging synergies
20. Work Attitude: Ability to adapt to the working conditions, has serious concern for his job and
takes pride in the Company
21. Punctuality: Makes efficient use of Company time, avoids tardiness and unnecessary absences
22. Adherence to Company Policies and Activities: Ability to follow Company rules and its
Code of Conduct. Actively participates in Company-sponsored activities
23. Thinking Clearly and Analytically: Ability to apply logic and think clearly so as
to effectively interpret situations and information before deciding what actions to take
B. Behavioral Competencies
Lifetime Partnership Behavior
1. Ownership
- An act with proactivity and passion for excellent performance
2. Simplification
- Make things simple, adapt quickly, and take smart decisions
3. Human Touch
- Partner with others, showing empathy and team spirit
4. Innovation
- Embrace differences to make innovation happen
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 3
Language(s): English
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes

Cebu, Central Visayas ·  2 minutes ago (updated)