 Collaborate with Finance Account Officers to identify and explore insurance needs for existing clients.

 Ensure the achievement of the team’s targets, including insurance premiums, commissions, profitability, and client penetration.

 Implement business development initiatives and marketing programs to drive insurance sales and client engagement.

 Oversee the entire insurance process, from quotation/proposal generation, placements, and bookings to client servicing and administration of insurance accounts.

 Ensure seamless execution of insurance transactions while maintaining accurate and efficient processes and procedures.

 Provide high-quality client servicing to meet client needs and ensure satisfaction throughout the insurance cycle.

 Ensure all company risks are adequately covered and mitigated, adhering to internal policies and industry standards.

 Monitor account performance and continuously seek opportunities to improve efficiency, profitability, and customer retention.

 Bachelor’s degree in any related field.

 At least 4 years of experience working in a non-life insurance company, brokerage, or agency.

 Minimum of 2 years of experience in a supervisory role.

 Familiarity with AUTO Insurance or HMO is a plus.

 Must be willing to work full-time on-site in BGC, Taguig.