Account Officer (Non-life Insurance)

BDO Unibank; Mandaluyong; On-site; PHP 391,000 - 614,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Account Officer within the Non-Life Sales Insurance team to connect clients with top non-life insurance solutions and protect them from financial risks.

Based on-site in Makati or Ortigas, the role handles inquiries, documents, and portfolio growth from sales through collections. Ideal candidates hold a four-year degree, have strong communication and interpersonal skills, and demonstrate sales experience in non-life brokerage or related sectors to support client

Qualifications

• Bachelor’s degree or equivalent.
• Above average communications and product knowledge.
• Ability to engage with clients, stakeholders, and teams professionally.

Responsibilities

• Handle calls and inquiries from clients and units promptly.
• Negotiate terms with insurers to fit client needs.
• Prepare renewal advice, quotations, and placement documents.
• Review and verify policies before client delivery.

Skills

Communication skills

Interpersonal skills

Sales experience

Education

Four-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).
• The candidate must be willing to work on-site in Makati or Ortigas.