Branch Accounts Officer

Pioneer Your Insurance; Manila; On-site; PHP 420,000 - 640,000; Full time

Job summary

The Branch Accounts Officer at Pioneer Your Insurance will drive client acquisition and retention, manage assigned accounts, and help achieve branch sales targets through strong relationship management. The role emphasizes profitability, collections monitoring, and delivering exceptional service.

Ideal candidates bring at least 2 years in sales or account management, a business degree, and familiarity with non-life insurance concepts. Strong communication and negotiation skills are essential.

Qualifications

• Bachelor's Degree in business-related or relevant field.
• At least 2 years of relevant work experience, preferably in insurance, banking, financial services, or account management.
• Basic Non-Life Insurance Passer is an advantage.
• Experience in sales, client servicing, account management, or business development is preferred.

Responsibilities

• Acquire and retain clients and manage assigned accounts.
• Drive business growth and help achieve branch sales targets.
• Monitor collections and ensure account profitability.
• Deliver quality customer service and maintain strong relationships.

Skills

Sales and business development

Account acquisition and clientrelas t

Customer service and account servicing

Communication and interpersonal skills

Negotiation and collection management

Analytical and problem-solving skills

Results-oriented and customer-focused

Education

Bachelor's Degree in Business

Basic Non-Life Insurance Passer

Job description

Job Summary

The Branch Accounts Officer is responsible for acquiring and retaining clients, managing assigned accounts, and driving business growth through excellent customer relationship management. The role ensures account profitability, monitors collections, delivers quality customer service, and supports the achievement of branch sales targets.

Qualifications

• Bachelor's Degree in any business-related or relevant field.

• At least 2 years of relevant work experience, preferably in insurance, banking, financial services, or account management.

• Basic Non-Life Insurance Passer is an advantage.

• Experience in sales, client servicing, account management, or business development is preferred.

Must-Have Skills

• Sales and business development

• Account acquisition and client relationship management

• Customer service and account servicing

• Communication and interpersonal skills

• Negotiation and collection management

• Analytical and problem-solving skills

• Results-oriented and customer-focused mindset

Good-to-Have Skills

• Insurance industry knowledge, particularly Non-Life Insurance

• Underwriting and risk assessment experience

• Cross-selling and upselling experience

• Market research and business opportunity identification

• Data analysis and business review presentation skills

• Familiarity with collections and receivables management

• Adaptability and stakeholder management skills