Accounts Officer (Motorcycle)

Pioneer Insurance & Surety Corporation; Cebu City; On-site; PHP 558,000 - 781,200; Full time

Job summary

A leading insurance company seeks an Account Manager to manage and grow Motorcycle Retail accounts in Cebu City. In this role, you'll build strong relationships, meet sales targets, and oversee compliance with service standards. Candidates should have at least 3 years of experience in account management and insurance sales, along with skills in cross-selling and relationship management. Leadership experience and a marketing background are preferred.

Qualifications

• At least 3 years of experience in Account Management and Motor Insurance Sales.
• Proven track record in cross-selling and upselling insurance products.
• Must have strong compliance management and relationship building skills.

Responsibilities

• Manage and grow assigned Motorcycle Retail accounts.
• Achieve sales and enrollment targets.
• Monitor account profitability.

Skills

Account Management

Motor Insurance Sales

Cross-selling

Customer relationship management

Compliance management

Fieldwork

Relationship building

Job description

Job Description

About the Role

The Account Manager is responsible for managing, growing, and servicing Motorcycle Retail accounts by building strong relationships, meeting sales targets, and driving renewals, collections, and overall account performance. This role combines relationship management, account servicing, sales, and cross‑functional coordination.

Key Responsibilities

• Manage and grow assigned Motorcycle Retail accounts.
• Achieve sales and enrollment targets.
• Identify opportunities to cross‑sell and upsell relevant insurance products.
• Monitor account profitability.
• Ensure compliance with company servicing standards.

Account Onboarding & Documentation

• Facilitate onboarding of new accounts.
• Handle contracts and documentary requirements including KYC, DPA, and AMLA compliance.
• Track enrollments, sales performance, billing, and collections.

Claims Coordination

• Coordinate claims follow‑through and ensure turnaround times are met.
• Collaborate with teams in developing marketing strategies.

Fieldwork & Monitoring

• Conduct regular fieldwork and trade checks.

Planning & Development

• Participate in planning activities and performance appraisal processes (PPA).
• Support staff development where applicable.

Qualifications

• At least 3 years of experience in:
• Account Management
• Motor Insurance Sales
• Proven track record in:
• Cross‑selling and upselling
• Customer relationship management
• Experience in:
• Account onboarding
• Contract and documentation management
• Billing and collections
• Marketing background is an advantage.
• Strong skills in:
• Compliance management
• Relationship building
• Fieldwork and account servicing
• Leadership experience is preferred.
• Must be willing to:
• Work in a full onsite setup
• Conduct regular fieldwork