Partnerships Development Officer

Pioneer Insurance; Taguig; On-site; PHP 300,000 - 460,000; Full time

Job summary

Pioneer Insurance is seeking a results-driven professional to drive sales, collections, and customer experience. You will develop strategies to generate qualified leads, build relationships, and convert them into customers while ensuring timely renewals.

You will manage receivables, negotiate payment terms, and uphold service levels through efficient process management. Strong MS Office skills, attention to detail, and excellent communication are essential for success.

Qualifications

• Bachelor's degree required.
• At least two years relevant work experience in financial services and/or insurance.
• Proficient in MS Office.
• Excellent attention to detail.
• Strong communication and interpersonal skills.
• Collaborative, Agile and Resourceful.

Responsibilities

• Develops strategies to generate qualified leads and builds relationships to convert them into customers.
• Monitors and ensures timely renewal of assigned accounts.
• Expands existing accounts through upselling and cross-selling.
• Researches market trends and recommends product enhancements to Branch Head.
• Negotiates payment terms and manages receivables per guidelines.
• Manages and maximizes overall relationship with customers and/or partners.
• Facilitates accounts servicing transactions in accordance with SLAs.

Skills

Good communication

Interpersonal skills

Collaborative

Agile mindset

Attention to detail

Results oriented

Education

Bachelor's degree

Tools

MS Office

Excel

Word

Job description

Performs customer acquisition and retention initiatives according to company standards consistently.

• Sales. Develops strategies in generating qualified leads. Builds relationship and converts qualified leads into customers through effective business presentations and partnering. Monitors and ensures timely renewal of assigned accounts. Develops and expands existing accounts through upselling and cross-selling. Research new market trends and recommends potential product enhancements or new strategies to Branch Head.
• Collection Management. Negotiates payment terms in compliance with Shared Financials' Collection Guidelines. Manages receivables of assigned accounts within set company standards.
• Customer Experience. Manages and maximizes overall relationship with customers and/or partners by conducting periodic business reviews.
• Process Management. Facilitates accounts servicing transactions in compliance with established Service Level Agreements.

Qualifications

• Candidate must be a graduate of any bachelor’s degree course.
• With at least two (2) years relevant work experience preferably gained from the financial services and/or insurance industry.
• Proficient in the use of MS Office (Word & Excel)
• With keen attention to details
• Collaborative, Agile and Resourceful
• Good communication and interpersonal skills
• With excellent attention to detail, Organizational Savvy and Results oriented.