Hybrid Insurance Solutions Advisor

Stratton Insurance Agency; Muntinlupa; Hybrid; PHP 223,000 - 402,000; Full time

Job summary

Stratton Insurance Agency is seeking a Sales Associate for a hybrid role based in Muntinlupa City. The position involves identifying prospective clients, explaining non-life insurance products, and recommending coverage options aligned with client needs and budgets.

You will generate leads, conduct consultations, prepare quotations, process applications, and maintain accurate records while coordinating with underwriting and support teams, with a focus on renewals and ongoing customer service.

Qualifications

• Strong sales and customer service skills with the ability to build rapport and assess client needs.
• Solid communication and interpersonal skills, including written communication.
• Basic financial and insurance knowledge and willingness to learn non-life products.
• Organizational and time-management skills for managing multiple client accounts.
• Comfort with technology and office tools such as CRM systems and online meetings.
• Ability to work effectively in a hybrid setup with on-site and remote colleagues.

Responsibilities

• Identify prospective clients and generate leads.
• Explain non-life insurance products and tailor recommendations to client budgets.
• Prepare quotations and process applications.
• Maintain accurate records of client interactions.
• Coordinate with underwriting and support teams on policy terms.
• Follow up on renewals and provide ongoing client service.

Skills

Strong sales & customer service

Communication & interpersonal skills

Insurance product knowledge

Organizational & time management

Tech savvy (CRM, office tools)

Hybrid work setup adaptability

Education

High school diploma

College degree preferred

Tools

CRM systems

Job description

Stratton Insurance Agency is seeking a Sales Associate for a hybrid role based in Muntinlupa City. The position involves identifying prospective clients, explaining non-life insurance products, and recommending coverage options aligned with client needs and budgets.

You will generate leads, conduct consultations, prepare quotations, process applications, and maintain accurate records while coordinating with underwriting and support teams, with a focus on renewals and ongoing customer service.