Account Broker - AB

Job Description

Responsible for assisting the Account Officer in business development and in the implementation of processes and procedures in relation to sales and client servicing.

Above mandate is realized through the following broad activities:

• Sell non-life insurance products to assigned market Auto Loan, Home Loan, RBG
• Cross-sell/Up-sell other non-life insurance products outside the requirement of the Bank
• Establish and strengthen close relationship with clients
• Closely monitor and follow-up policy renewal

Basic qualifications:

• Candidate must possess at least a Bachelor's/College Degree , any field.
• Required skill(s): negotiation skills, telemarketing skills, sales activities, customer service, MS Office.
• At least 1-year work experience with non-life insurance broker and insurance companies.
• Must be computer literate
• Willing to be assigned in BGC, Taguig City.