Account Officer (Financial Advisor)

HRTx Inc.; Makati; On-site; PHP 500,000 - 850,000; Full time

Job summary

HRTx Inc. in Makati, Philippines, invites an experienced Account Officer to manage the Employee Benefits portfolio, handling end-to-end administration for life, health, HMO, and travel insurance, and serving as the liaison between corporate clients and insurers.

You will build strong client relationships, coordinate renewals, assist in advisory meetings, handle policy digests, and support reporting and premium collections with the Finance team.

Qualifications

• Bachelor’s Degree in any field.
• At least 2 years of relevant work experience in marketing, sales, or account management within health and life insurance.
• Strong preference for former or current Financial Advisors, Bancassurance Executives, or Wealth Advisors with deep product knowledge.

Responsibilities

• Establish strong ties with corporate clients and insurers; manage day-to-day inquiries, policy implementations, and resolve pending claims/reimbursements.
• Plan and prepare pre-renewal activities, advisory documents, and policy digests; assist in sales calls/meetings for new and renewal corporate businesses.
• Coordinate employee orientations, handle backroom requirements (ID cards, billing statements, SOAs), and facilitate premium collections with Finance.
• Maintain up-to-date client files in CRM, track policy expirations, and prepare required management reports.

Skills

Client relationship management

Communication

Presentation

MS Office

CRM platforms

Education

Bachelor’s Degree in any field

Tools

MS Office

CRM platforms

Job description

Account Officer – Employee Benefits

Role Overview

Are you an experienced Financial Advisor, Bancassurance Specialist, or Insurance Professional looking to transition into corporate account management?

We are seeking a dynamic Account Officer to handle the end-to-end administration, renewal, negotiation, and client relationship management of our Employee Benefits portfolio (Life, Personal Accident, HMO, Medical, and Travel Insurance). You will serve as the critical liaison between our corporate clients and insurance principals.

Key Responsibilities

• Client Relationship & Account Management: Establish strong ties with corporate clients and insurers; manage day-to-day inquiries, policy implementations, and resolve pending claims/reimbursements.

• Renewals & Growth: Plan and prepare pre-renewal activities, advisory documents, and policy digests. Assist in sales calls/meetings for new and renewal corporate businesses.

• Operations & Liaison: Coordinate employee orientations, handle backroom requirements (ID cards, billing statements, SOAs), and facilitate premium collections alongside the Finance team.

• Reporting: Maintain up-to-date client files in the CRM, track policy expirations, and prepare required management reports.

Qualifications & Requirements

• Education: Bachelor’s Degree in any field.

• Experience:

  • At least 2 years of relevant work experience in marketing, sales, or account management within the health and life insurance industry.

  • Strong preference for former or current Financial Advisors, Bancassurance Executives, or Wealth Advisors who possess deep product knowledge (Life, HMO, Accident Insurance) and strong client-facing skills.

• Skills: Excellent communication and presentation skills; proficient in MS Office (Excel, Word) and CRM platforms.