Account Officer

Autoshield Insurance Agency; Marikina; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

13th Month Pay

Pag-Ibig Fund

Paid Holidays

Company Equipment

Free Meals

Job summary

A leading insurance provider in Marikina is seeking an experienced Account Officer to manage client accounts. Responsibilities include policy servicing, quotes, documentation support, and coordination for claims. Ideal candidates should have a Bachelor's degree and 1-3 years in insurance or banking, with strong communication and organizational skills. This full-time role offers government-mandated benefits and company perks.

Qualifications

• 1-3 years of experience in insurance, banking, or account management.
• Detail-oriented with excellent analytical skills.
• Team player with strong initiative.

Responsibilities

• Manage assigned client accounts as the primary point of contact.
• Handle insurance policy quotations, proposals, and renewals.
• Assist clients with policy inquiries and documentation.
• Prepare Statements of Account and coordinate payments.
• Monitor client portfolio to ensure timely renewals.
• Assist in claims processing and maintain accurate client records.
• Support sales initiatives by cross-selling appropriate products.

Skills

Organizational skills

Communication skills

Interpersonal skills

Analytical skills

Multitasking abilities

Education

Bachelor's degree in Business Administration or related field

Job description

Overview

On-site - Marikina 1-3 Yrs Exp Bachelor Full-time

Job Description

Account Officer at Autoshield Insurance Agency

About Us

Autoshield Insurance Agency is a trusted provider of motor insurance policies, specializing in comprehensive and reliable coverage for vehicles. We are committed to delivering excellent client service, efficient policy processing, and smooth claims assistance through strong partnerships with top insurance providers.

Key Responsibilities

• Manage assigned client accounts and act as primary point of contact for policy servicing.
• Handle insurance policy quotations, proposals, and renewals.
• Assist clients with policy inquiries, endorsements, and documentation.
• Prepare Statements of Account (SOAs), billings, and coordinate with the Collections Officer for timely payments.
• Monitor client portfolio, ensuring policies are renewed on time.
• Assist in claims processing by coordinating required documents with the Claims Manager.
• Maintain accurate and updated client records and trackers.
• Support sales initiatives by cross-selling and upselling appropriate insurance products.
• Generate and submit regular reports (quotations, accounts tracker, collections updates, etc.) to the Account Manager.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field (preferred).
• At least 1–3 years of experience in insurance, banking, or account management (non-life insurance background is an advantage).
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with good analytical skills.
• Team player with initiative and sense of responsibility.

Benefits

Government Mandated Benefits: 13th Month Pay, Pag-Ibig Fund, Paid Holidays, SSS/GSIS

Company Equipment, Free Meals

Working Location

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