Account Associate - Broker Servicing

Cocogen Insurance, Inc.; Pasig; On-site; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Year-round fun & exciting Company‑lae?

Employee appreciation

Work-life balance

Job summary

Cocogen Insurance, Inc. in Metro Manila is seeking a results-driven Sales Account Partner to build and nurture strategic partnerships with assigned accounts, driving premium growth and business solicitation.

You will manage the full sales cycle—from issuing policies and coordinating payments to renewals—while presenting products to bank partners or clients, remotely or onsite, with a strong emphasis on renewals and client relationships.

Qualifications

• Build and maintain strategic partnerships with assigned accounts.
• Ensure strong renewal persistency through timely follow-ups via calls, SMS, and email reminders.
• Manage the complete sales cycle from policy issuance to payments and renewals.
• Conduct product presentations and meetings with bank partners or clients, remotely or onsite.

Responsibilities

• Build and maintain strategic partnerships with assigned accounts to drive growth.
• Follow up to ensure renewal persistency via calls, SMS, and email reminders.
• Manage policy issuance, payment coordination, and renewals processes.
• Send policies, receipts, and correspondence; monitor and follow up on claims.
• Track renewal accounts and report activities to management.

Skills

Partnership management

Sales cycle management

Communication skills

Customer follow-up

Education

Bachelor's Degree

Job description

• Year-round fun & exciting Company Events
• Employee appreciation
• Work-life balance

Job Description:

• Build and maintain strategic partnerships with assigned accounts to drive premium growth and business solicitation.
• Ensure strong renewal persistency through timely follow-ups via calls, SMS, and email reminders.
• Manage the complete sales cycle, including:
• Requesting policy issuance
• Coordinating payment applications
• Monitoring and collecting payments
• Handling policy cancellations (if applicable)
• Sending policies, receipts, and correspondence
• Monitoring and following up on claims
• Providing renewal advice and follow-ups
• Track renewal accounts and document all assigned activities, with regular reporting to management.
• Conduct product presentations and meetings with bank partners or clients, either remotely or onsite.

Qualifications:

• Bachelor's Degree
• With a pleasing personality
• With good communication skills