Sales & Partner Relationship Staff Assistant

Pioneer Your Insurance; Taguig; Hybrid; PHP 558,000 - 893,000; Full time

Job summary

Pioneer Your Insurance is seeking a dynamic professional to strengthen partnerships with CARD MRI and internal teams, while supporting sales initiatives through promo design and monitoring. You will analyze sales performance data and prepare management reports, coordinating with field units as needed.

The ideal candidate has 2-3 years in corporate or insurance settings, strong communication skills, and proficiency in MS Office.

Qualifications

• 2-3 years of relevant work experience in corporate or insurance organization
• Strong sales and marketing support skills
• Analytical mindset with ability to interpret sales data
• Effective oral and written communication skills
• Customer-oriented and collaborative team player
• Proficient in MS Office (Excel, Word, PowerPoint)
• Background in microinsurance or microfinance is an advantage
• Experience in Traditional Insurance (Non-Life) is required
• Familiarity with underwriting, claims processing, or policy administration
• Background in motor, property, or casualty insurance is preferred

Responsibilities

• Strengthening partnerships with CARD MRI, operations teams, and internal stakeholders
• Supporting sales initiatives, including promo design, implementation, and monitoring
• Analyzing sales performance data and preparing reports for management decision-making
• Coordinating with field units and participating in area and field-related activities, as needed

Skills

Sales support

Data analysis

Communication

Team collaboration

MS Office

Insurance background

Tools

Microsoft Office

Job description

Job role

1. Strengthening partnerships with CARD MRI, operations teams, and internal stakeholders

2. Supporting sales initiatives, including promo design, implementation, and monitoring

3. Analyzing sales performance data and preparing reports for management decision-making

4. Coordinating with field units and participating in area and field-related activities, as needed

Qualifications

*Minimum of 2-3years relevant work experience in corporate or insurance organization

1. Strong sales and marketing support skills

2. Analytical mindset with the ability to interpret sales data

3. Effective oral and written communication skills

4. Customer-oriented and collaborative team player

5. Proficient in MS Office (Excel, Word, PowerPoint)

6. Background in microinsurance or microfinance is an advantage

7. Must have experience in Traditional Insurance (Non-Life)

8. Familiarity with underwriting, claims processing, or policy administration

9. Background in motor, property, or casualty insurance is preferred
   

Must have skills

Knowledge of insurance or microinsurance operations, Strong communication and coordination skills, Proficient in Microsoft Office, Analytical and problem-solving skills, Strong attention to detail.

Good to have skills

Experience in microfinance or insurance industry, Knowledge of claims processing or policy administration, Experience in reporting and data analysis, Presentation and facilitation skills.