Account Broker

About BDO

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

The Account Broker is responsible in assisting the Account Officer in business development and processing of accounts and client servicing.

Key Responsibilities

• Entertain calls, requests for quotations, endorsements and policies and other inquiries from clients, insurance companies, BDO branches and other business units.

• Prepares the required documentation using the BDO Insurance system such as quotation slip, proposal form and placement slip.

• Assists clients with account inquiry, collection and claims concerns.

• Do cross-sell other insurance products.

• Ensure compliance with Banks policies, procedures and regulatory requirements

• Qualifications

• Bachelor degree in Business Administration.

• At least 1 year experience in Insurance company is an advantage. Fresh graduates are welcome to apply

• Willing to work onsite in Balibago, Angeles, Pampanga.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 27912