Account Executive

Pacific Cross Philippines; Makati; On-site; PHP 480,000 - 720,000; Full time

Job summary

Pacific Cross Philippines is seeking an Account Executive to manage and grow relationships with individual and corporate clients, presenting products, preparing proposals, and coordinating policy issuance. The role is full-time and on-site in Makati, requiring strong communication, negotiation, and CRM skills.

Daily activities include prospecting new clients, following up on leads, conducting client visits, and maintaining records of sales activities while collaborating with marketing,

Qualifications

• Experience in client relationship management and account servicing.
• Strong sales and negotiation abilities with a record of closing deals.
• Excellent written and verbal communication; ability to explain insurance products clearly.
• Organizational and time-management skills for handling multiple accounts and deadlines.
• Experience with CRM or sales tracking tools and basic business software.

Responsibilities

• Prospect new clients and follow up on leads.
• Conduct client visits or meetings and build relationships.
• Prepare proposals and quotations for clients.
• Coordinate policy issuance and renewals with internal teams.
• Provide after-sales service and timely issue resolution in collaboration with marketing, underwriting and customer service.

Skills

Client relationship management

Sales and negotiation

Verbal and written communication

Organizational skills

Business tools proficiency

Education

Bachelor’s degree in Business/Marketing/Finance or related field

Tools

CRM or sales tracking systems

Excel or spreadsheets

Job description

Company Description

Pacific Cross Philippines is a market specialist in medical, travel, HMO, and personal accident insurance, serving clients across the Philippines and the wider ASEAN region. As part of a regional group with sister companies in Thailand, Indonesia, and Vietnam, the company is focused on being an Asian leader in medical and travel insurance. With roots dating back to 1949, Pacific Cross has evolved its business to concentrate on specialized health-related insurance lines and to build an integrated regional network. The company is recognized as one of the most financially stable insurers in the market, committed to meeting the changing insurance needs of its clients. Interested talents may learn more and connect through the company’s website and designated recruitment channels.

Role Description

The Account Executive is a full-time, on-site role based in Makati, responsible for managing and growing relationships with individual and corporate clients. This role involves presenting and explaining Pacific Cross products, preparing proposals and quotations, and coordinating policy issuance and renewals. The Account Executive will handle client inquiries, provide after-sales service, and ensure timely resolution of issues in coordination with internal teams. Daily activities include prospecting new clients, following up on leads, conducting client visits or meetings, and maintaining accurate records of sales activities and client interactions. The role also requires collaboration with marketing, underwriting, and customer service teams to support sales initiatives and deliver a high standard of client experience.

Qualifications

• Demonstrated skills in client relationship management, account servicing, and customer support.
• Sales and negotiation abilities, including experience in presenting solutions and closing deals.
• Strong communication skills, both verbal and written, with the ability to explain insurance products clearly.
• Organizational and time-management skills to handle multiple accounts, deadlines, and documentation.
• Basic proficiency in business tools (e.g., email, spreadsheets, CRM or sales tracking systems).
• Bachelor’s degree in Business, Marketing, Finance, or a related field, or equivalent practical experience.
• Experience in insurance, healthcare, or financial services is an advantage.
• Ability to work on-site in Makati, conduct client meetings, and collaborate with cross-functional teams.