Account Officer (Angeles, Pampanga)

BDO Unibank, Inc.; Angeles; On-site; PHP 223,000 - 446,000; Full time

Job summary

BDO Unibank, Inc. in the Philippines invites applications for the Account Officer role in Non-Life Sales Insurance under the BDO Insurance Group.

The person will help clients access non-life insurance solutions and manage their needs from sales to collections, while developing and growing the business portfolio. The ideal candidate is a graduate with at least 2 years of sales experience, strong communication and interpersonal skills, and the ability to engage effectively with clients and

Qualifications

• Requires a 4-year degree with a minimum of 2 years sales experience.
• Preferable experience as Account/Sales Officer in a non-life brokerage.
• Excellent written and oral communication with good product knowledge.
• Strong interpersonal skills and ability to engage clients and stakeholders.

Responsibilities

• Takes calls and handles inquiries from clients, insurance companies, and BDO branches and acts promptly.
• Negotiates terms with insurers and BDOI units to fit client needs.
• Prepares documentation using BDOI system (renewal advice, quotation slips, proposals, placement slips, cover notes).
• Reviews policies issued by insurers before sending to clients.

Skills

Strong communication

Interpersonal skills

Client engagement

Education

4-year degree

Job description

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

The Account Officer role for Non-Life Sales Insurance is 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).

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.