Account Executive - Client Growth in Insurance (On-site Makati)

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

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,