Account Officer

BDO Unibank; Mandaluyong; On-site; PHP 420,000 - 540,000; Full time

Job summary

BDO Unibank, Inc. invites a proactive Account Officer for Non-Life Sales Insurance to assist clients in securing comprehensive insurance solutions and manage their needs from sales to collections.

The role is part of the BDO Insurance Group requiring a 4-year degree and at least two years of sales experience, with on-site work in Makati or Ortigas.

Qualifications

• Bachelor's degree or equivalent and at least 2 years of sales experience.
• Excellent communication and interpersonal abilities required.
• Willingness to work on-site in Makati or Ortigas.

Responsibilities

• Handle client inquiries, quotations, endorsements, and policy requests with promptness and accuracy.
• Negotiate terms with insurers and internal units to meet client needs.
• Prepare documentation using internal systems (renewals, proposals, cover notes).
• Review issued policies before sharing with clients.

Skills

Communications skills

Interpersonal skills

Client engagement

Education

4-year degree

Job description

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Mandaluyong City, National Capital Region, PH

Business Unit: BDO Insurance and Reinsurance Brokers, I

Department:

About BDO

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

TheAccount Officer role for Non-Life Sales Insuranceis under the BDO Insurance Group (BDOI). He/She would be in charge of helping clients be protected from financial damages through life’s unexpected incidents and connect them to top non-life insurance solutions and manage their needs every step of the way. Additionally, he /she will be exposed and responsible in developing and growing business portfolio as well as implementation of processes and procedures from sales to collections.

Key Responsibilities:

• Takes on calls, requests for quotations, endorsements, policies and other inquiries from clients, insurance companies, BDO branches and business units and acts on them appropriately and promptly.
• Negotiation with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.
• Prepare the required documentation using BDOI system such as renewal advice, quotation slip, proposal form, placement slip and cover note.
• Review policies issued by insurance companies prior to sending out to clients.

Qualifications:

• Graduate of any 4-year degree course with at least 2 years sales experience, preferably as an Account / Sales Officer in a non-life brokerage company
• Above average communications skills and product knowledge
• Good interpersonal and communication skills (ability to engage efficiently with clients, collaborate with other business units/ stakeholders and present in a professional manner).
• The candidate must be willing to work on-site in Makati or Ortigas.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

The BDO, BDO Unibank, and other BDO-related trademarks are owned by BDO Unibank, Inc. BDO Unibank Inc. ® All Rights Reserved.