Insurance Associate (Life Insurance/HMO+ Great Benefits)
On-site - Taguig 3-5 Yrs Exp Bachelor Full-time
Job Description
Employee Recognition and Rewards
Performance Bonus, Incentives
Government Mandated Benefits
13th Month Pay
Life Insurance
Company Car / Transportation Support
Leave Privileges (VL & SL)
Insurance Health & Wellness
HMO
About the Company
A leading Insurance Agency providing comprehensive risk protection solutions and financial safety nets to individuals and businesses for over 19 years in the Philippine insurance industry. The company is known for delivering reliable non-life insurance services, strong client partnerships, and competitive protection programs.
Position Overview
Insurance Associate (Life Insurance/HMO+ Great Benefits)
Industry: Financial Services – Insurance Agency
Salary (Negotiable based on experience)
Schedule: Monday to Friday | Dayshift
Work Set-Up: Onsite
Job Requirements
- Bachelor’s Degree in Business, Marketing, Finance, or related course
- 3–5 years proven experience in selling Life Insurance Sales
- Background in customer service and client relationship management
- Knowledgeable in various life insurance products
- Amenable to work onsite in BGC, Taguig
- Available to start as soon as possible
Job Responsibilities
- Generate new business by actively engaging prospective clients and promoting non-life insurance products
- Conduct client needs analysis and recommend suitable insurance coverage and protection plans
- Prepare quotations, proposals, and policy documentation
- Build, manage, and maintain long-term client relationships to ensure retention and repeat business
- Coordinate with underwriting and claims teams for policy processing and servicing
- Monitor policy renewals and provide after-sales support
- Maintain accurate and confidential client records and sales reports
- Meet and exceed assigned sales targets and KPIs