Insurance Account Executive

AC Prime Insurance Brokers, Inc.; Makati; On-site; PHP 500,000 - 900,000; Full time

Job summary

AC Prime Insurance Brokers, Inc. in Makati is seeking a proactive Account Manager with experience in non-life insurance sales and account management.

The role focuses on building client relationships, preparing quotations, and coordinating with insurer partners. The ideal candidate will have at least 3 years of non-life accounts management, strong written and verbal communication, solid organizational and analytical skills, and proficiency in Microsoft Office to harness financial data for

Qualifications

• At least 3 years of non-life accounts management experience.
• Strong written and verbal communication skills.
• Strong organizational skills.
• Strong analytical skills.
• Proficiency in Microsoft Office.
• Ability to harness financial data to inform decisions.

Responsibilities

• Assess clients’ insurance needs and prepare quotations, proposals, and coverage comparisons.
• Build and maintain strong relationships with clients, prospects, and insurer partners.
• Present insurance recommendations and negotiate terms in coordination with insurer partners.
• Achieve assigned targets while supporting account retention and growth.
• Manage renewals, identify cross-selling opportunities, and coordinate policy issuance, servicing, and claims assistance.
• Maintain accurate sales pipelines, forecasts, and client records.
• Stay informed about non-life insurance products, market developments, and competitors.

Skills

Communication skills

Verbal communication

Organizational skills

Analytical skills

Microsoft Office

Financial data analysis

Job description

The ideal candidate is a proactive, results-driven individual with experience in non-life insurance sales and account management whom possesses strong interpersonal and organizational skills. They should be comfortable with multitasking and working with strict deadlines.

Key Responsibilities

• Assess clients’ insurance needs and prepare quotations, proposals, and coverage comparisons.
• Build and maintain strong relationships with clients, prospects, and insurer partners.
• Present insurance recommendations and negotiate terms in coordination with insurer partners.
• Achieve assigned targets while supporting account retention and growth.
• Manage renewals, identify cross-selling opportunities, and coordinate policy issuance, servicing, and claims assistance.
• Maintain accurate sales pipelines, forecasts, and client records.
• Stay informed about non-life insurance products, market developments, and competitors.

Qualifications

• At least 3 years of Non-Life accounts management experience
• Strong written and verbal communication skills
• Strong organizational skills
• Strong Analytical skills
• Proficiency in Microsoft Office
• Ability to harness financial data to inform decisions