Sales & Partner Relationship Staff Assistant

Pioneer Insurance; Taguig; On-site; PHP 360,000 - 540,000; Full time

Job summary

Pioneer Insurance is seeking a skilled sales and administrative professional to strengthen partnerships across internal teams and CARD MRI. You will support sales initiatives, design promos, monitor outcomes, and prepare management reports using sales data.

The role requires strong MS Office skills, analytical thinking, and a customer‑oriented approach. Experience in traditional/ microinsurance is advantageous and collaboration with field units is essential.

Qualifications

• Minimum 2-3 years relevant work experience in corporate or insurance organization.
• Strong sales and marketing support skills.
• Analytical mindset with the ability to interpret sales data.
• Effective oral and written communication skills.
• Customer-oriented and collaborative team player.
• Background in microinsurance or microfinance is an advantage.
• Must have experience in Traditional Insurance (Non-Life).
• 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

Strong sales & marketing support

Analytical mindset

Effective communication

Customer-oriented

MS Office proficient

Insurance domain knowledge

Underwriting familiarity

Claims processing knowledge

Policy administration familiarity

Motor/Property/Casualty insurance

Education

Business/Administrative course

Tools

MS Office Suite

Job description

Preferred Business/Administrative Courses, not open for fresh graduates

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

Job role

• 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

Qualifications

• Strong sales and marketing support skills
• Analytical mindset with the 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
• Must have experience in Traditional Insurance (Non-Life)
• Familiarity with underwriting, claims processing, or policy administration
• 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.