Account Officer

Perla Compania de Seguros, Inc.

Cagayan de Oro

On-site

PHP 200,000 - 450,000

Full time

14 days+

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Job summary

A leading insurance company in Cagayan de Oro is seeking a professional focused on developing new business through various sales channels and ensuring customer satisfaction. You will manage client relations, conduct training on Non-life insurance, and represent the company in business activities. Knowledge of digital marketing and experience in client engagement are essential for this role, which is critical for the company’s growth.

Qualifications

  • Ability to develop new business through multiple sales channels.
  • Knowledge in Digital Platform Marketing.
  • Strong organizational skills to manage client information.

Responsibilities

  • Develop new business through different channels such as brokers and direct accounts.
  • Ensure overall customer satisfaction from policy issuance to claims settlement.
  • Conduct lectures or training on Non-life insurance as needed.
  • Ensure overall customer satisfaction from policy issuance through settlement of claims.
  • Organize client information such as contact details, policies in force, nature of business and production source.
  • Represent the company in business-related activities such as professional organizations and conferences.
  • Utilize knowledge of Digital Platform Marketing.

Skills

Sales
Non-life insurance
Public speaking
Digital marketing

Job description

Overview

You must have a clear idea of how digital tools would add value to the company’s strategy in preserving existing accounts and generating new business through creating and maintaining long‑term client relationships to contribute to the company’s business growth.

The position is primarily responsible for contributing to the company’s growth by developing new business using multiple sales channels. It ensures total customer satisfaction by managing sales and after‑sales services and represents the company in business activities highlighting the distinct value‑added benefits of the company.

Duties & Responsibilities
  • Develop new business through different channels such as brokers, agents, corporate accounts and direct accounts
  • Disseminate information to accounts being maintained and handled
  • Conduct lectures or training on Non‑life insurance as needed arises
  • Ensure overall customer satisfaction of clients from the start of the account (policy issuance) up to settlement of claims
  • Organize client information such as contact details, insurance policies in force, nature of business and source of production
  • Represent the company in business‑related activities such as professional organizations and conferences
  • Knowledgeable in Digital Platform Marketing
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