Insurance Specialist

Company Description Philippine Business Bank (PBB) is a thrift bank established in 1997 that focuses on serving corporate clients and small and medium enterprises (SMEs). The bank offers a broad range of banking products and services, including cash management, retail and corporate lending, deposit accounts, international trade finance, and treasury and trust solutions. .

Role Description The Insurance Specialist is a full-time, on-site role based in Caloocan City. This role is responsible for handling insurance-related transactions for bank clients, including explaining insurance products, preparing documentation, and coordinating with insurance providers and brokers. The Insurance Specialist will assess client needs, recommend appropriate insurance solutions, and ensure timely processing of applications, renewals, and claims. Daily tasks include verifying policy details, maintaining accurate records, responding to inquiries, and providing proactive customer service to support both corporate and SME clients. The role also involves collaborating with internal banking teams to integrate insurance offerings with other financial products and services.

Qualifications

• Strong knowledge of Insurance products and services, with practical experience in Insurance Brokerage or related fields.
• Foundational understanding of Finance principles, banking operations, and risk considerations relevant to insurance.
• Excellent Communication skills, including the ability to explain complex information clearly to diverse clients and stakeholders.
• Demonstrated Customer Service skills, with a focus on responsiveness, professionalism, and client satisfaction.
• Bachelor's degree in Business, Finance, Economics, or a related discipline is preferred.
• Experience in banking, insurance, or financial services, ideally working with corporate or SME clients.
• Strong attention to detail, organizational skills, and ability to manage multiple client accounts and deadlines.
• Proficiency in common office software and banking systems; willingness to learn new tools and processes.
• Ability to work effectively on-site in Caloocan City and collaborate with cross-functional teams.