Account Officer (18196)

1. How do you approach building and maintaining strong relationships with customer partners to ensure long term  engagement?  

Can you describe a time when you successfully developed strategies to generate qualified leads or expand existing account through upselling or cross-selling?  

2. What processes do you put in place to ensure that all account servicing transactions are completed in compliance with service level agreements and company standards?  

The Account Officer role for Non-Life Sales Insurance is under the BDO Insurance Group (BDOI). He/She would be in charge of helping clients be protected from financial damages through life’s unexpected incidents and connect them to top non-life insurance solutions and manage their needs every step of the way. Additionally, he /she will be exposed and responsible in developing and growing business portfolio as well as implementation of processes and procedures from sales to collections.  

Rank for the role: Junior Assistant Manager  

Other Responsibilities:  

Takes on calls, requests for quotations, endorsements, policies and other inquiries from clients, insurance companies, BDO branches and business units and acts on them appropriately and promptly.  

Negotiation with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.  

Prepare the required documentation using BDOI system such as renewal advice, quotation slip, proposal form, placement slip and cover note.  

Review policies issued by insurance companies prior to sending out to clients.  

Qualifications:  

Graduate of any 4-year degree course with at least 2 years sales experience, preferably as an Account / Sales Officer in a non-life brokerage company  

Above average communications skills and product knowledge  

Good interpersonal and communication skills (ability to engage efficiently with clients, collaborate with other business units/ stakeholders and present in a professional manner).  

The candidate must be willing to work on-site in Makati or Ortigas.