The Account Officer for Non-Life Sales Insurance is under the BDO Insurance Group (BDOI).
He/She is in charge of helping clients be protected from financial damages through life's unexpected incidents and connect them to top non-life insurance solutions and manage their needs every step of the way.
Additionally, he /she will be exposed and responsible in developing and growing the business portfolio as well as implementation of processes and procedures from sales to collections.
Other Responsibilities:
- Takes on 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.
- Negotiation with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.
- Prepare the required documentation using BDOI system such as renewal advice, quotation slip, proposal form, placement slip and cover note.
- Review policies issued by insurance companies prior to sending out to clients.
Qualifications:
- Graduate of any 4-year degree course with at least 2 years sales experience, preferably as an Account / Sales Officer in a non-life brokerage company
- Above average communications skills and product knowledge
- Good interpersonal and communication skills (ability to engage efficiently with clients, collaborate with other business units/ stakeholders and present in a professional manner).
The candidate must be willing to work on-site in Angeles City, Pampanga.
