Insurance Specialist

Philippine Business Bank; Caloocan; On-site; PHP 335,000 - 469,000; Full time

Job summary

Philippine Business Bank is seeking an Insurance Associate to support insurance-related operations within our banking environment. You will handle quotes, track premiums, and ensure timely remittance to insurance companies.

You will also prepare reports on sales, renewals, claims, and commissions, and assist clients with queries about policy terms, coverage, and claims processes.

Qualifications

• Bachelor’s degree in a related field as listed in the Requirements.
• Proficient in computer applications (e.g., MS Office).
• Strong customer service, relationship management, and leadership skills; excellent communication and strategic thinking abilities.
• Minimum of 1 year of experience in an insurance-related role within a banking environment.

Responsibilities

• Handles insurance quotes from approved insurers for new accounts.
• Supports the tracking and collection of premium payments for issued policies.
• Ensures accurate and timely payment remittance to insurance companies.
• Prepares and submits regular reports on insurance sales, renewals, claims, and commissions to management for review.
• Provides support to clients by answering queries related to insurance products, policy terms, coverage, and claims processes.

Skills

Customer service

Relationship management

Leadership

Communication

Strategic thinking

Education

Bachelor’s degree in Business Administration, Management, Banking and Finance, Accounting, or related field

Tools

Microsoft Office

Job description

About us

Philippine Business Bank is a savings bank which focuses on corporate and small and medium enterprise (SME) markets. The Company provides close to a full range of banking services and products including cash management, retail and corporate lending, deposit products, international trade finance, treasury and trust products.

Job Description

• Handles insurance quotes from approved insurers for new accounts.
• Supports the tracking and collection of premium payments for issued policies.
• Ensures accurate and timely payment remittance to insurance companies.
• Prepares and submits regular reports on insurance sales, renewals, claims, and commissions to management for review.
• Provides support to clients by answering queries related to insurance products, policy terms, coverage, and claims processes.

Job Qualifications

• Bachelor’s degree in Business Administration, Management, Banking and Finance, Accounting, or a related field.
• Proficient in computer applications;
• Strong customer service, relationship management, and leadership skills; excellent communication and strategic thinking abilities.
• Minimum of 1 year of experience in an insurance-related role within a banking environment.