Sales Assistant

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

Company Description BPI MS Insurance Corporation is a leading non-life insurance company in the Philippines, formed through a joint venture between Bank of the Philippine Islands (BPI) and Mitsui Sumitomo Insurance Company of Japan. Backed by the global MS&AD Insurance Group and a legacy of trust from some of the country’s oldest and most respected insurers, BPI MS offers strong, stable, and consumer-focused insurance solutions. The company is committed to raising the standard of customer service, supported by ISO-certified processes that enhance efficiency and reliability. BPI MS continues to innovate across a wide range of insurance products, aiming to deliver dependable protection and a positive customer experience, under the regulation of the Insurance Commission.

Role Description The Sales Assistant is a full-time, on-site role based in Makati. This role supports sales activities by assisting with client inquiries, preparing quotations, and coordinating policy documentation and renewals. The Sales Assistant helps maintain accurate customer records, tracks sales leads, and ensures timely follow-up with clients and internal stakeholders. The role also involves providing front-line customer service, supporting account executives with administrative tasks, and contributing to sales reports and basic market or product information. The Sales Assistant works closely with the sales team to help meet targets while upholding BPI MS standards for service quality and professionalism.

Qualifications

• Candidates should possess strong interpersonal skills and a customer service mindset for engaging with clients and internal teams.
• Candidates should possess effective verbal and written communication skills to handle inquiries, documentation, and coordination tasks.
• Candidates should possess basic sales skills and an interest in insurance products to support sales activities and client proposals.
• Candidates should possess solid organization skills to manage records, schedules, and multiple administrative tasks accurately.
• Candidates should ideally have proficiency in MS Office or similar tools, attention to detail, and the ability to work in a fast-paced environment.
• Candidates should preferably have a bachelor’s degree in business, finance, marketing, or a related field, or equivalent relevant experience.
• Prior experience in sales support, banking, insurance, or customer-facing roles is an advantage.