Senior Account Officer

Uniguarantee Insurance Brokerage, Inc; Makati; On-site; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

A competitive compensation package

A portfolio of corporate and personal

Professional development opportunities

Job summary

Uniguarantee Insurance Brokerage, Inc. is seeking a Senior Account Officer to manage the complete renewal lifecycle for corporate and personal clients. You will work with clients and insurers to deliver timely renewals, address diverse needs, and grow long-term relationships.

The role requires 3+ years in insurance broking or account management, with strong communication and MS Office skills, and a proven ability to manage multiple deadlines.

Qualifications

• Graduate with a four-year degree in business, finance, marketing or related field.
• Minimum of 3 years in insurance broking, account management or underwriting.
• Working knowledge of non-life insurance products.
• Strong communication, negotiation and client service skills.
• Attention to detail and ability to manage several deadlines.
• Organized with strong follow-ups and MS Office proficiency.

Responsibilities

• Manage renewal portfolio and set renewal targets for premium and renewal ratio.
• Prepare and send renewal notices, underwriting information, comparative analyses, and client presentations.
• Get, review, and negotiate renewal quotes from insurance companies.
• Follow up with insurers so quotes and policy documents arrive on time.
• Work with clients to collect complete renewal information.
• Book policies, endorsements, certificates, and other documents within timelines.
• Coordinate with Accounting, Claims, Technical and QA teams to resolve renewal concerns.
• Find cross-selling and up-selling opportunities within existing accounts.

Skills

Communication skills

Negotiation skills

Client service skills

Attention to detail

Follow-up discipline

MS Office

Time management

Non-life insurance knowledge

Education

Four-year degree (Business, Finance, Marketing or related)

Job description

About the role

As a Senior Account Officer, you will manage the complete insurance policy renewal lifecycle for corporate and personal clients, ensuring timely, accurate and efficient renewals. You will work closely with both clients and insurers to deliver responsive support, address diverse insurance needs and identify opportunities to enhance service and build long-term client relationships.

Key responsibilities

• Manage and track the renewal portfolio of assigned corporate and individual accounts, with clear targets for renewal premium and renewal ratio

• Prepare and send renewal notices, underwriting information, comparative analyses, and client presentations

• Get, review, and negotiate renewal quotes from insurance companies

• Follow up with insurers so quotes and policy documents arrive on time

• Work with clients to collect complete and accurate renewal information

• Book policies, endorsements, certificates, and other documents within company timelines

• Work with the Accounting, Claims, Technical, and QA teams to resolve renewal concerns

• Find cross-selling and up-selling opportunities within existing accounts

About you

• Graduate of any four-year course, preferably in Business, Finance, Marketing, or a related field

• At least 3 years of experience in insurance broking, account management, or underwriting

• Working knowledge of non-life insurance products

• Strong communication, negotiation, and client service skills

• Sharp attention to detail and ability to handle several deadlines at once

• Organized and steady with follow-ups

• Proficient in MS Office

Benefits

• A competitive compensation package

• A portfolio of corporate and individual accounts you can own and grow

• Professional development opportunities in a growing organization

About us

Uniguarantee Insurance Brokerage, Inc. is a fast-growing insurance brokerage in the Philippines, offering a wide range of insurance services to individuals and businesses. We are dedicated to delivering excellent customer service, innovative insurance solutions, and security to clients. With a strong track record of growth and a talented team of professionals, we are committed to being the preferred insurance brokerage partner in the industry.