Account Officer
Bonifacio Insurance Broker Corporation
Date: 3 hours ago
City: Mandaluyong City
Contract type: Full time
- Assist clients in selecting suitable insurance policies.
- Provide information on coverage options and benefits.
- Evaluate client needs and tailor solutions accordingly.
- Manage client accounts and maintain relationships.
- Process applications and handle renewals and claims.
- Stay updated on industry trends and regulations.
- Achieve sales targets and promote services.
- Educational Qualifications: Bachelors degree in finance, business, or a related field.
- Experience Level: 3-5 years of experience in insurance sales or client management.
- Skills and Competencies: Strong communication and interpersonal skills; ability to build rapport with clients.
- Responsibilities and Duties: Advise clients on insurance options, assess client needs, and provide tailored policy solutions.
- Working Conditions: Office-based with irregular hours for client meetings; potential for remote work.
- Qualities and Traits: Detail-oriented, self-motivated, and proactive in client follow-ups.
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