Work Location: Alabang

Work Setup: Onsite

Work Schedule: Day Shift

Responsibilities:

1. Sales & Business Development

-Identify and pursue new business opportunities through broker partnerships

- Offer and tailor insurance policies based on broker and client needs, including automobile, fire, property, marine, casualty, and personal accident insurance

-Achieve sales targets by growing the broker network, acquiring new accounts, and retaining existing business

-Conduct regular broker visits to deliver product presentations, assess client requirements, and propose appropriate insurance solutions

2. Broker Relationship Management

-Establish and maintain strong, professional relationships with brokers and key clients through regular engagement, networking, and referrals

-Act as the primary point of contact between brokers and internal departments

-Collaborate with underwriters, DCU, PAU, CCU (Finance), PSC, and other internal teams to support the sales and policy issuance process

3. Marketing Support

-Develop and execute marketing strategies in coordination with the team to enhance broker engagement and market reach

-Stay updated on industry trends and competitor offerings to ensure the company remains competitive

-Promote continuous awareness and education of insurance products and services

4. Client Servicing & After-Sales

-Monitor policy renewals and assist brokers with the preparation and submission of required documentation

-Support after-sales activities such as premium collection, official receipt issuance, reconciliation of accounts, and payment pickup coordination

-Work closely with the Operations team to monitor and follow up on claims for timely resolution

5. Administrative Tasks

-Maintain accurate and up-to-date records of broker accounts, policy status, and issued bonds

-Ensure all policy documentation is complete and properly filed

-Track broker performance and maintain reports as required

Job Description:

The Broker’s Sales Officer is responsible for developing and managing relationships with insurance brokers to generate new business, retain existing accounts, and support the end-to-end brokering process. This includes promoting insurance products, supporting client needs, coordinating with internal teams, and ensuring efficient policy servicing and claims follow-up.

-Graduate of any four-year business-related course

-At least 3–5 years (or more) professional experience, preferably in brokers or sales for non-life  insurance or in a similar role

-Background in non-life insurance

-Advanced Excel capabilities

-Highly organized with attention to detail

-Ability to multitask, prioritize, and deliver results on time under pressure

-Flexibility to meet continuously changing priorities and challenges

-Good written and verbal communication skills

-Ability to work independently and as part of a team