Senior Account Officer

PhilBritish Insurance; Philippines; On-site; PHP 800,000 - 1,100,000; Full time

Job summary

PhilBritish Insurance is seeking a Senior Sales Officer (Business Development) in the Philippines to drive revenue growth by identifying and closing new business opportunities across life, non-life, and health insurance products.

The role emphasizes strategic sales planning, account management, and expanding partnerships with brokers, agents, and distribution channels, while ensuring IC compliance and high client satisfaction.

Qualifications

• Bachelor’s degree in business, marketing, finance, or related field.
• Insurance-related certifications or IC licenses are an advantage.

Responsibilities

• Identify, develop, and close new business opportunities for life, non-life, or health insurance products.
• Achieve and exceed sales targets and profitability objectives.
• Develop and execute strategic sales plans aligned with growth objectives.
• Build and maintain relationships with corporate clients, SMEs, brokers, and banks.
• Conduct client meetings, presentations, and needs assessments to recommend insurance solutions.
• Ensure high customer satisfaction, retention, and renewal of policies.
• Monitor market trends and provide feedback on product enhancements and pricing.
• Ensure activities comply with IC regulations and internal policies.
• Prepare regular sales reports, forecasts, and pipeline updates.

Education

Bachelor’s degree in Business Administration/Marketing/Finance

Insurance certifications or IC licenses (advantage)

Job description

Company Description

PhilBritish Insurance provides affordable and reliable insurance solutions that support financial security, particularly in times of need. Its products cover vehicle, property, engineering, bonds, general, and accident-related insurance requirements, with a strong focus on customer-centered protection. Guided by the principle “Your Trustworthy Insurer,” PhilBritish emphasizes accessibility, dependability, and integrity in every interaction. The organization is committed to delivering timely claims support, long-term benefits, and consistent service excellence to its clients and partners.

Role Description

The Senior Sales Officer (Business Development) is responsible for driving revenue growth by developing new business opportunities, strengthening relationships with clients and distribution partners, and expanding the company’s insurance portfolio in the Philippine market. The role involves strategic sales planning, account management, market development, and ensuring compliance with Insurance Commission (IC) regulations and company policies.

Job Responsibilities:

Business Development & Sales Growth

• Identify, develop, and close new business opportunities for life, non-life, or health insurance products, depending on company portfolio.
• Achieve and exceed assigned sales targets, premium goals, and profitability objectives.
• Develop and execute strategic sales plans aligned with company growth objectives.
• Generate leads through prospecting, referrals, partnerships, and market intelligence.

Client & Relationship Management

• Build and maintain strong relationships with corporate clients, SMEs, individual clients, brokers, agents, and other distribution partners.
• Conduct regular client meetings, presentations, and needs assessments to recommend appropriate insurance solutions.
• Ensure high levels of customer satisfaction, retention, and renewal of policies.
• Act as a key point of contact for escalated client concerns and complex accounts.
• Support and expand agency force, brokers, bancassurance, or alternative distribution channels, as applicable.
• Assist in recruiting, onboarding, training, and motivating sales partners or agents.
• Monitor sales performance of assigned channels and recommend improvement strategies.

Market Analysis & Product Support

• Monitor market trends, competitor offerings, pricing, and customer needs in the Philippine insurance industry.
• Provide feedback to management on product enhancements, pricing strategies, and new product opportunities.
• Assist in launching new insurance products and sales campaigns.

Compliance & Risk Management

• Ensure all sales activities comply with Insurance Commission (IC) regulations, Anti-Money Laundering (AML) laws, Data Privacy Act, and internal company policies.
• Ensure proper documentation, accurate policy issuance, and ethical sales practices.
• Support audit, underwriting, and claims teams by providing complete and accurate client information.

Reporting & Administration

• Prepare regular sales reports, forecasts, and pipeline updates for management.
• Maintain accurate client records and sales data in CRM systems.
• Participate in sales meetings, planning sessions, and performance reviews.
• Provide guidance and coaching to junior sales officers or agents, as assigned.
• Promote a high-performance, ethical, and customer-focused sales culture.

QUALIFICATIONS & SKILLS:

Education/Credentials

• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.
• Insurance-related certifications or IC licenses are an advantage.

Experience

• At least 3-5 years of sales or business development experience in the insurance or financial services industry.
• Proven track record of meeting or exceeding sales targets in the Philippine market.
• Strong knowledge of insurance products, sales processes, and distribution channels.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical, planning, and relationship management abilities.
• Customer-oriented with strong business acumen.