Account Officer (Makati) - URGENT HIRING

Liberty Insurance Corporation; Makati; On-site; PHP 300,000 - 600,000; Full time

Job summary

Liberty Insurance Corporation is seeking an Account Officer to manage and grow a portfolio of existing clients while identifying new business opportunities. This full-time, on-site role is based in Makati City, serving clients nationwide.

You will maintain strong client relationships, cross-sell insurance products, source new leads, and prepare tailored proposals. The position also involves processing applications, assisting with claims, and staying updated on regulations.

Qualifications

• Minimum 2 years of experience in an insurance sales or account management role.
• Familiarity with insurance products and regulations in the Philippine market.
• Bachelor's degree in a relevant field, such as business, finance, or marketing.
• Strong communication and interpersonal skills with ability to build trust and rapport with clients.

Responsibilities

• Maintain strong relationships with existing clients, ensuring their insurance needs are met and they receive exceptional customer service.
• Proactively identify opportunities to cross-sell and upsell additional insurance products to existing clients.
• Source and secure new business leads through networking, cold-calling, and other prospecting activities.
• Prepare and present tailored insurance proposals and quotes to prospective clients.
• Process policy applications, endorsements, and renewals in a timely and accurate manner.
• Assist clients with claims processing and guide policy terms and conditions.
• Stay up to date with industry regulations, products, and competitive intelligence.
• Collaborate with the wider insurance team to share best practices and support business growth.
• Knowledgeable in handling Travel, Motor, Fire, and Engineering Insurance, as well as Bonds and Brokers' accounts, is a plus.

Skills

Communication

Interpersonal skills

Sales targets

Customer service

Education

Bachelor's degree in business/finance/marketing

Tools

MS Office

Job description

About the role

As an Account Officer for Liberty Insurance Corporation, you will be responsible for managing and growing a portfolio of existing insurance clients, as well as identifying and securing new business opportunities. This is a full-time, on-site role based in our Makati City office, serving clients nationwide.

What you'll be doing

• Maintain strong relationships with existing clients, ensuring their insurance needs are met and they receive exceptional customer service
• Proactively identify opportunities to cross-sell and upsell additional insurance products to existing clients
• Source and secure new business leads through networking, cold-calling, and other prospecting activities
• Prepare and present tailored insurance proposals and quotes to prospective clients
• Process policy applications, endorsements, and renewals in a timely and accurate manner
• Assist clients with claims processing and guide policy terms and conditions
• Stay up to date with industry regulations, products, and competitive intelligence
• Collaborate with the wider insurance team to share best practices and support business growth
• Knowledgeable in handling Travel, Motor, Fire, and Engineering Insurance, as well as Bonds and Brokers' accounts, is a plus

What we're looking for

• Minimum 2 years of experience in an insurance sales or account management role
• Strong communication and interpersonal skills, with the ability to build trust and rapport with clients
• Proven track record of meeting and exceeding sales targets
• Excellent customer service orientation and problem-solving abilities
• Familiarity with insurance products and regulations in the Philippine market
• Proficient in using MS Office applications
• Bachelor's degree in a relevant field, such as business, finance, or marketing

About us

Liberty Insurance Corporation is a leading provider of insurance solutions in the Philippines, with a strong focus on delivering exceptional customer service and innovative products. Our mission is to help our clients protect their assets and achieve financial security. With over 72 years of industry experience, we are known for our reliable, customer-centric approach and commitment to the communities we serve.