Insurance Sales Support Associate (Makati)

BPI MS Insurance Corporation; Makati; Vor Ort; PHP 167.000 - 246.000; Vollzeit

Zusammenfassung

BPI MS Insurance Corporation in Makati is seeking a Sales Assistant to support the sales team with client inquiries, quotations, and policy documentation. This full-time, on-site role emphasizes accuracy, customer service, and timely follow-up to help meet targets.

You will maintain customer records, track leads, prepare sales reports, and assist account executives with administrative tasks while upholding BPI MS standards of service quality and professionalism.

Qualifikationen

• Strong interpersonal and customer service mindset.
• Effective verbal and written communication.
• Basic sales skills and interest in insurance products.
• Solid organizational skills for records and schedules.
• Experience with MS Office or similar tools.
• Bachelor’s degree in business, finance, or related field, or equivalent experience.
• Prior experience in sales support, banking, insurance, or customer-facing roles is an advantage.

Aufgaben

• Assist with client inquiries and prepare quotations.
• Coordinate policy documentation and renewals.
• Maintain accurate customer records and sales leads.
• Provide front-line customer service and follow-up with clients.
• Support account executives with administrative tasks and sales reports.
• Share basic market or product information with the team.

Kenntnisse

Interpersonal skills

Verbal communication

Written communication

Sales support

Organizational skills

Customer service

Attention to detail

Ausbildung

Bachelor’s degree

Tools

MS Office

Jobbeschreibung

BPI MS Insurance Corporation in Makati is seeking a Sales Assistant to support the sales team with client inquiries, quotations, and policy documentation. This full-time, on-site role emphasizes accuracy, customer service, and timely follow-up to help meet targets.

You will maintain customer records, track leads, prepare sales reports, and assist account executives with administrative tasks while upholding BPI MS standards of service quality and professionalism.