SR. ACCOUNT OFFICER

PhilBritish Insurance Co. Inc.; Philippines; On-site; PHP 300,000 - 420,000; Full time

Job summary

PhilBritish Insurance Co. Inc. is seeking a Sales Account Officer to promote and sell non-life insurance products, develop new business, and maintain strong client relationships.

The role includes after-sales service, achieving sales targets, and ensuring compliance with pricing guidelines and regulations. The candidate will conduct market research, deliver presentations, and manage client inquiries. CRM usage and reporting will be part of daily responsibilities to drive consistent growth and

Qualifications

• Bachelor’s degree in business, marketing, finance, or related field.
• Experience in sales, preferably in non-life/general insurance, banking, or financial services.

Responsibilities

• Identify and pursue new business opportunities to achieve sales targets.
• Conduct market research to understand industry trends and customer needs.
• Promote and sell the company’s products and services to prospective clients.
• Develop and implement effective sales strategies and action plans.
• Conduct sales presentations, product demonstrations, and client meetings.
• Handle complex customer inquiries and provide timely solutions.
• Ensure high levels of customer satisfaction and retention.
• Build and maintain long-term relationships with key clients and partners.
• Track sales progress using CRM tools and ensure accurate client information.
• Ensure compliance with company policies, pricing guidelines, and industry regulations.
• Prepare and submit sales reports, forecasts, and performance analyses.

Skills

Sales

Relationship building

Market research

Presentations

Customer service

Education

Bachelor’s degree in Business Administration or related field

Job description

The Sales Account Officer is responsible for promoting and selling the company’s non-life insurance products (e.g., motor car, fire, marine, casualty, liability, and other general insurance lines). The role involves generating new business, maintaining relationships with clients, providing after-sales service, and ensuring that sales targets are achieved in line with company goals.

Qualifications:

• Bachelor’s degree in Business Administration, Marketing, Finance, or related field.
• Experience in sales, preferably in non-life/general insurance, banking, or financial services.

RESPONSIBILITIES:

• Identify and pursue new business opportunities to achieve sales targets.
• Conduct market research to understand industry trends and customer needs.
• Promote and sell the company’s products and services to prospective clients.
• Develop and implement effective sales strategies and action plans.
• Conduct sales presentations, product demonstrations, and client meetings.
• Handle complex customer inquiries and provide timely solutions.
• Ensure high levels of customer satisfaction and retention.
• Build and maintain long-term relationships with key clients and partners.
• Track sales progress using CRM tools and ensure accurate client information.
• Ensure compliance with company policies, pricing guidelines, and industry regulations.
• Prepare and submit sales reports, forecasts, and performance analyses.