Insurance Officer

WHR Global Consulting; Cebu City; On-site; PHP 360,000 - 480,000; Full time

Benefits offered by this job

Telecommunication allowance

Medical reimbursement

Vision insurance

HMO

Employee discount

Job summary

WHR Global Consulting in Cebu is seeking a Broker’s Sales Officer responsible for developing and managing relationships with insurance brokers to generate new business and support end-to-end brokering.

You will tailor policies (auto, fire, property, marine, casualty, personal accident) and strive to meet sales targets while visiting brokers and coordinating with underwriters and internal teams for seamless policy servicing and claims follow-up.

Qualifications

• Graduate of any four-year business related courses.
• At least 3–5 years of professional experience, preferably in brokers or sales for non-life insurance.
• Background of non-life insurance.
• Highly organized with attention to detail.
• Ability to multitask, prioritize and deliver results on time under pressure.

Responsibilities

• Sales & Business Development: identify and pursue new business opportunities through broker partnerships.
• Broker Relationship Management: establish and maintain strong relationships with brokers and clients.
• Marketing Support: develop and execute strategies to enhance broker engagement and market reach.
• Administrative Tasks: maintain broker accounts, policy status, and records.
• Collaborate with internal teams to support sales, policy issuance, and claims follow-up.

Skills

Sales experience

Broker relationship management

Client engagement

Communication skills

Multitasking

Education

Bachelor's degree in business or related field

Job description

On-site - Cebu 3-5 Yrs Exp Bachelor Full-time

Job Description

Telecommunication Allowance, Medical Reimbursement

Government Mandated Benefits

Employee Loan

Insurance Health & Wellness

Vision Insurance, HMO

Employee Discount

The Broker’s Sales Officer is responsible for developing and managing relationships with insurance brokers to generate new business, retain existing accounts, and support the end- to-end brokering process. This includes promoting insurance products, supporting client needs, coordinating with internal teams, and ensuring efficient policy servicing and claims follow-up.

Functions (Duties and Responsibilities): Sales & Business Development

• Identify and pursue new business opportunities through broker partnerships.
• Offer and tailor insurance policies based on broker and client needs, including
• automobile, fire, property, marine, casualty, and personal accident insurance.
• Achieve sales targets by growing the broker network, acquiring new accounts, and
• retaining existing business.
• Conduct regular broker visits to deliver product presentations, assess client
• requirements, and propose appropriate insurance solutions.
• Broker Relationship Management
• Establish and maintain strong, professional relationships with brokers and key clients through regular engagement, networking, and referrals.
• Act as the primary point of contact between brokers and internal departments.
• Collaborate with underwriters, DCU, PAU, CCU (Finance), PSC, and other internal
• teams to support the sales and policy issuance process.

Marketing Support

• Develop and execute marketing strategies in coordination with the team to enhance broker engagement and market reach.
• Stay updated on industry trends and competitor offerings to ensure the company remains competitive.
• Promote continuous awareness and education of insurance products and services.
• Monitor policy renewals and assist brokers with the preparation and submission of required documentation.
• Support after-sales activities such as premium collection, official receipt issuance, reconciliation of accounts, and payment pickup coordination.
• Work closely with the Operations team to monitor and follow up on claims for timely resolution.

Administrative Tasks

• Maintain accurate and up-to-date records of broker accounts, policy status, and issued bonds.
• Ensure all policy documentation is complete and properly filed.
• Track broker performance and maintain reports as required.

Job Skills And Qualifications:

• Graduate of any four-year business related courses
• At least 3-5 years or more professional experience, preferably in brokers or sales for
• non-life insurance or in a similar role.
• Background of non-life insurance.
• Highly organized with attention to detail.
• Ability to multitask, prioritize and deliver results on time under pressure.
• Flexibility to meet continuously changing priorities and challenges.
• Good written and verbal communication skills.
• Ability to work independently and as part of a team.