Job Summary
The position is primarily responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures relation to sales, client servicing, and collections.
Responsibilities
Responsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations.
Receives calls,requests for quotations,endorsements,policies and other inquiries from clients,insurance companies, BDO branches and business units and acts on them appropriately and promptly.
Negotiates with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.
Prepares the required documentation using BDOI system such as renewal advice,quotation slip,proposal form, placement slip and cover note.
Reviews policies issued by insurance companies prior to sending out to clients.
Qualifications
Graduate of any 4 year degree course.
At least 3 years experience in account management, preferably as an Account / Sales Officer in a non-life and life brokerage company, car dealership, healthcare
With good communications skills.
Must be willing to be assigned in Ortigas.
The position is primarily responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures relation to sales, client servicing, and collections.
Responsibilities
Responsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations.
Receives calls,requests for quotations,endorsements,policies and other inquiries from clients,insurance companies, BDO branches and business units and acts on them appropriately and promptly.
Negotiates with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.
Prepares the required documentation using BDOI system such as renewal advice,quotation slip,proposal form, placement slip and cover note.
Reviews policies issued by insurance companies prior to sending out to clients.
Qualifications
Graduate of any 4 year degree course.
At least 3 years experience in account management, preferably as an Account / Sales Officer in a non-life and life brokerage company, car dealership, healthcare
With good communications skills.
Must be willing to be assigned in Ortigas.
Submit profile
BDO Unibank, Inc
About the company
BDO Unibank, Inc jobs
Metro Manila
Position Account Officer (non-life insurance) - ortigas recruited by the company BDO Unibank, Inc at MetroManila, Manila, Joboko automatically collects the salary of , finds more jobs on Account Officer (Non-Life Insurance) - Ortigas or BDO Unibank, Inc company in the links above
About the company
BDO Unibank, Inc jobs
Metro Manila