Account Officer

Perla Compania de Seguros, Inc.; Makati; On-site; PHP 446,000 - 781,000; Full time

Job summary

A leading insurance company in Metro Manila is seeking a professional to drive business growth by developing new client relationships and maintaining existing accounts. Responsibilities include managing customer satisfaction, conducting training, and representing the company in business activities. The ideal candidate will be knowledgeable in digital platform marketing and skilled in various sales channels. This role is key to enhancing the company's market position and ensuring policyholder engagement.

Qualifications

• 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 the needed arises.
• Ensure over-all 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

Responsibilities

• Develop new business through different channels such as brokers, agents, and corporate accounts.
• Ensure total customer satisfaction through effective sales and after-sales services.
• Conduct training on Non-life insurance when necessary.
• Ensure over-all 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

Skills

Digital Platform Marketing

Client relationship management

Sales channel development

Customer satisfaction

Job description

Overview

You must have 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 with contribution to the growth of the company by developing new business using multiple sales channels. Ensures total customer satisfaction by managing sales and after sales services and represents the company in business activities highlighting distinct value added benefits of the company.

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 the needed arises.
• Ensure over-all 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