Retail Assistant

Pioneer Insurance & Surety Corporation; Cebu City; On-site; PHP 446,000 - 781,000; Full time

Job summary

A leading insurance company based in Cebu City is seeking an experienced professional to manage and grow Motorcycle Retail accounts. The ideal candidate has over 3 years of experience in account management, particularly in motor insurance sales. Key responsibilities include cross-selling, monitoring account profitability, and ensuring compliance with servicing standards. This role demands strong relationship management skills and a willingness to work on-site and perform fieldwork.

Qualifications

• 3+ years in account management or motor insurance sales.
• Proven record in sales and customer servicing.
• Experience in onboarding accounts and contract management.
• Background in marketing is an advantage.
• Strong compliance, relationship management, and fieldwork experience.
• Leadership experience is preferred.
• Willingness to work in a full onsite setup and to do fieldwork.

Responsibilities

• Manage and grow assigned Motorcycle Retail accounts.
• Meet sales and enrollment targets.
• Monitor account profitability and compliance.
• Handle onboarding of new accounts, contracts, and documentary requirements (KYC, DPA, AMLA).
• Track enrollments, sales, billing, and collections.
• Coordinate claims follow-through and ensure turnaround time is met.
• Drive renewal initiatives and collaborate for marketing strategies.
• Conduct regular fieldwork and trade checks.
• Participate in planning, PPA processes, and staff development as applicable.

Skills

Account Management

Sales

Customer Service

Compliance

Relationship Management

Onsite work

Education

Bachelor's Degree

Job description

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

Job Description

About the Role

You will manage, grow, and service Motorcycle Retail accounts by ensuring strong relationships, meeting sales targets, and driving renewals, collections, and overall account performance. This role requires a mix of relationship management, servicing, sales, and coordination.

Key Responsibilities

• Manage and grow assigned Motorcycle Retail accounts and meet sales and enrollment targets
• Cross-sell and up-sell relevant insurance products
• Monitor account profitability and ensure compliance with servicing standards
• Handle onboarding of new accounts, contracts, and documentary requirements (KYC, DPA, AMLA)
• Track enrollments, sales, billing, and collections
• Coordinate claims follow-through and ensure turnaround time is met
• Drive renewal initiatives and collaborate for marketing strategies
• Conduct regular fieldwork and trade checks
• Participate in planning, PPA processes, and staff development as applicable

Qualifications

• 3+ years in account management, Motor insurance sales, or automotive sales
• Proven record in sales, cross-selling/upselling, and customer servicing
• Experience in onboarding accounts, contract/document management, collections
• Background in marketing is an advantage
• Strong compliance, relationship management, and fieldwork experience
• Leadership experience is preferred
• Willingness to work in a full onsite setup and to do fieldwork