Job Summary:
As a full-time officer of the corporation, he/she should act as Soliciting Official of the Insurance Brokerage and shall be responsible for gathering leads, client interaction, and oversee program implementation and development that will aid in securing company's revenues and growth. The Soliciting Official must complete the application process and must hold a valid license issued by the Insurance Commission.
Responsibilities:
Create effective marketing strategies to sell insurance plans to new clients or up-sell to current clients.
Gather information from clients to understand and assess the insurance needs and preferences.
Coordinate the requirements with insurance partners and provide insurance quotes to clients.
Negotiate with insurance companies for the best price and packages.
Must be able to explain policy terms, conditions, and coverage details to clients.
Assess the risks associated with insuring a client and determine appropriate coverage options.
Assist clients with filing insurance claims and help them understand the claims process.
Ensure that all activities are compliant with relevant laws and regulations, maintaining proper documentation and records.
Provide ongoing support to clients, addressing any questions or clarifications.
Record keeping, maintaining detailed records of policies and client interactions.
Policy Management, regularly review and amend the policies as needed and advise the clients on the renewal and changes.
Prepare weekly sales report and other related reports that may be required.
Perform other duties as required by the Company's Board of Directors and President.
Qualifications:
Bachelor's degree in accounting, finance, or business management.
With at least 5 years of experience in the insurance industry specifically in the field of sales and/or underwriting and held a managerial position for at least 2 years; or Licensed general agent for at least 5 years.
Must have strong communication skills and in-depth knowledge of insurance products.
Must possess high-level negotiating skills.
Must know how to interact and handle different types of clients.
Must have keen eye to details.
Must not have been convicted by final judgment of an offense or crime involving moral turpitude.
Must be willing to work onsite in Makati and BGC.