Insurance Agent

AGILA FINANCIAL TEAM; Cebu City; On-site; PHP 360,000 - 480,000; Full time

Job summary

AGILA FINANCIAL TEAM in Cebu City is seeking an insurance professional to drive growth through client acquisition, consultation, and policy management.

You will meet clients, explain policies, tailor solutions, prepare quotes, process applications, and renewals, and assist with claims. Strong networking and customer service skills are valued to build trust with clients and handle complex coverage.

Qualifications

• Lead generation and networking to secure new business opportunities.
• Explain insurance policies and tailor solutions for clients.
• Prepare quotes, process applications, and manage policy renewals.

Responsibilities

• Client Acquisition: Identify and pursue new business opportunities through lead generation, networking, and referrals.
• Client Consultation: Meet with clients to explain various insurance policies and options, assess their insurance needs, and provide tailored solutions.
• Policy Management: Prepare and present insurance quotes, process applications, and manage policy renewals.
• Claims Assistance: Assist clients with the claims process, ensuring they understand their policy coverage and the necessary steps to file a claim.
• MEDICAL
• GOVERNMENT BENEFITS
• NBI

Skills

Client acquisition

Consultation with clients

Policy management

Claims assistance

Job description

Responsibilities

• Client Acquisition: Identify and pursue new business opportunities through lead generation, networking, and referrals.
• Client Consultation: Meet with clients to explain various insurance policies and options, assess their insurance needs, and provide tailored solutions.
• Policy Management: Prepare and present insurance quotes, process applications, and manage policy renewals.
• Claims Assistance: Assist clients with the claims process, ensuring they understand their policy coverage and the necessary steps to file a claim.
• MEDICAL
• GOVERNMENT BENEFITS
• NBI