Vehicle Insurance Agent

Uni-Vanguard Insurance Agency Inc; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Uni-Vanguard Insurance Agency Inc is seeking a results-driven sales professional to promote vehicle insurance products, assess client needs, and explain policy terms.

You will process applications, renewals, endorsements, and build lasting relationships with clients while meeting sales targets.

Strong communication, customer service orientation, and proficiency with MS Office are valued assets for success in this role.

Qualifications

• Senior High School graduate; a bachelor's degree is preferred.
• At least six (6) months to two (2) years of experience in sales, insurance, account management, customer service, or a related field.
• Experience in Life Insurance, Non-Life Insurance, Automotive, or Sales is an advantage.
• Strong communication, presentation, and negotiation skills.
• Customer-oriented with a strong sales personality.
• Proficient in Microsoft Office applications and digital communication tools.
• Professional, trustworthy, and results-driven

Responsibilities

• Sell and promote vehicle insurance products to clients.
• Identify clients’ insurance needs and recommend suitable motor vehicle insurance coverage.
• Prepare and explain insurance quotations, policy terms, coverage, exclusions, and premiums.
• Process insurance applications, renewals, endorsements, and policy documentation.
• Generate leads through calls, referrals, social media, and other sales channels.
• Follow up with prospects and existing clients to close sales and secure renewals.
• Maintain accurate records of client information, policies, payments, and transactions.
• Assist clients with insurance claims, coordinating with the insurance company when necessary.
• Build and maintain strong relationships with clients to encourage retention and referrals.
• Meet assigned sales targets, quotas, and collection goals.
• Coordinate with insurance providers, dealerships, financing companies, and internal teams regarding policies and requirements.
• Stay updated on insurance products, regulations, pricing, and company policies.
• Provide after-sales support and address client inquiries or concerns professionally.

Skills

Sales

Communication

Negotiation

Customer service

Presentations

Education

Senior High School diploma

Bachelor's degree preferred

Tools

Microsoft Office

Digital communication tools

Job description

Job Description

JOB RSEPONSIBILITIES

• Sell and promote vehicle insurance products to new and existing clients.
• Identify clients’ insurance needs and recommend suitable motor vehicle insurance coverage.
• Prepare and explain insurance quotations, policy terms, coverage, exclusions, and premiums.
• Process insurance applications, renewals, endorsements, and policy documentation.
• Generate leads through calls, referrals, social media, and other sales channels.
• Follow up with prospects and existing clients to close sales and secure renewals.
• Maintain accurate records of client information, policies, payments, and transactions.
• Assist clients with insurance claims, coordinating with the insurance company when necessary.
• Build and maintain strong relationships with clients to encourage retention and referrals.
• Meet assigned sales targets, quotas, and collection goals.
• Coordinate with insurance providers, dealerships, financing companies, and internal teams regarding policies and requirements.
• Stay updated on insurance products, regulations, pricing, and company policies.
• Provide after-sales support and address client inquiries or concerns professionally.

Job Qualifications

• Senior High School graduate; a bachelor's degree is preferred.
• At least six (6) months to two (2) years of experience in sales, insurance, account management, customer service, or a related field.
• Experience in Life Insurance, Non-Life Insurance, Automotive, or Sales is an advantage.
• Strong communication, presentation, and negotiation skills.
• Customer-oriented with a strong sales personality.
• Proficient in Microsoft Office applications and digital communication tools.
• Professional, trustworthy, and results-driven