Account Officer

Perla Compania de Seguros, Inc.; Davao City; On-site; PHP 279,000 - 446,400; Full time

Job summary

Perla Compania de Seguros, Inc. is seeking a candidate to drive business growth by developing new client relationships. This role is crucial in managing sales, ensuring client satisfaction, and representing the company in various professional activities.

The ideal candidate should be knowledgeable in digital marketing platforms and possess excellent sales skills. Experience in the insurance industry is a plus.

Qualifications

• Experience in sales and customer service in the insurance industry is preferred.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

Responsibilities

• Develop new business through different channels such as brokers, agents, corporate accounts and direct accounts.
• Ensure overall customer satisfaction from policy issuance to claims settlement.
• Organize client information and represent the company in business activities.

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 growth of the company by developing new business using multiple sales channels and ensuring total customer satisfaction by managing sales and after‑sales services while representing the company in business activities that highlight its distinct value‑added benefits.

Responsibilities

• Develop new business through different channels such as brokers, agents, corporate accounts and direct accounts.
• Disseminate information to accounts that are being maintained and handled.
• Conduct lectures or training on non‑life insurance as needed.
• 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.
• Be knowledgeable in digital platform marketing.