Insurance Specialist (General Insurance)

Toyota Pasong Tamo, Inc.; Taguig; On-site; PHP 300,000 - 480,000; Full time

Job summary

Toyota Pasong Tamo, Inc. in Taguig, Metro Manila, is seeking a diligent Insurance Sales Associate to prospect for non-motor insurance products and manage an expanding account portfolio within our dealership network.

The role requires handling the customer lifecycle from pre-sales to after-sales, performing KYC, and collaborating with insurance partners to deliver multi-product solutions and build lasting relationships.

Responsibilities

• Prospect non-motor insurance customers and build an account portfolio.
• Serve as main contact from pre-sales to after-sales to meet customer needs.
• Execute KYC processes for customers in own portfolio per regulatory requirements.
• Deliver positive customer experiences to drive multi-product and repeat business.
• Contribute to the team’s knowledge base on markets, products, and customer profiles.
• Provide data on own portfolio for management reports.
• Assist accounting with monitoring accounts receivable from customers in portfolio.

Job description

Duties and Responsibilities:

• 1. Finds prospect customers for non-motor (e.g., Travel, General Accident, Fire, Marine Cargo, Liability, Bonds, etc.) insurance by gathering customer information, both existing and new; builds own account portfolio
• 2. Serves as point of contact throughout the customer lifecycle (pre-sales to after-sales) to fulfill customer requirements; collaborates with the team and insurance partners
• 3. Executes the KYC (Know Your Customer) process for customers in own account portfolio in compliance with legal/regulatory requirements
• 4. Generates positive customer experiences with the goal of generating multi-product and repeat customers
• 5. Contributes to building the team’s knowledge base of markets, products, and customer profiles
• 6. Provides data on own account portfolio for aggregation to management reports
• 7. Assists the accounting team with monitoring accounts receivable from customers within the account portfolio