Account Officer - Life Insurance | Cebu

Account Officer - Life Insurance | Cebu

Generali Philippines

Account Officer - Life Insurance | Cebu

Details of the offer

Job Description:Sales Revenuesa. Conducts sales activities in order to achieve sales strategies and objectives.
New business account solicitation
Repeat business account maintenance

Account Managementa. Builds productive business relationship with brokers, agents and clients through delivery of quality serviceTakes action and provides feedback on client concerns
Represents the company in client meetings

Productivitya. Converts prospects into clients.Sales calls including basic presentation to prospective clients and intermediaries
Prepares sales proposal and conducts follow up meetings.

b. Provides efficient client services by working closely with Group Operations and other support units.c. Prepares accurate and timely reports as required.d. Recruit and maintain productive agency force.Accounts Receivable ManagementTimely tracking and collection of outstanding premium and EOBs

Sales conducta. Conducts self according to established company ethics and professionalismCompliance with regulatory bodies’ laws and regulations
Compliance with company policies and procedures
Conformance with company group ethical code
Stewardship and care of Company resources

Undertakes other tasks that may be reasonably expected of the role and as maybe necessary to achieve the Company’s goals.Technical Competencies:1. General Insurance Principles & Practices: Knowledge and undertanding of the insurance market, the basic insurance principles and the ability to apply them2. Product Knowledge: Knowledge and understanding of product features, benefits and exclusions3. Quality and Timely Completion of Work: Ability to deliver quality results based on data on hand within a specified period of time.4. Product Market Trends: Knowledge of market trends concerning new products and services aimed at expanding offerings' portfolio and fostering business contininuous improvement.5. Report Writing Skill: Ability to gather and present information using appropriate format, graphical illustrations, etc. to create professional and high quality reports6. Use of Office Technology: Ability to utilize equipment, office software to effectively perform the job7. Work Process Analysis and Improvement: Understanding of how process function and interact, investigare options for achieving improvement and make recommendations in improving and redesigning the processes currently in operation8. Group Insurance Operations Knowledge Familiarity with processes and procedures in group insurance9. Ecosystem Development Strategy: Ability to leverage on third parties; value chain and customer base, creating a plug-and-play architecture & operating model, to enlarge own service portfolio and customer base10. Relationship Building: Creating and maintaining ongoing, collaborative and effecrtive working relationships with internal and external partners and customers to achieve the goals of the work unit11. Presentation Skills: Ability to deliver or present ideas to individuals or groups using a variety of media suited to the characteristics and needs of the audience12. Analytical Thinking: Ability to identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions13. Communication: Ability to transfer or convey thoughts and express ideas effectively orally or in writing to individual or group14. Customer Experience(CX) Journey Design: Ability to improve the overall CX (products/features); to manage and improve all the CX processes/methods/capabilities that help develop and improve its design; to tailor experiences to each account and context through personalized matketing and experiences15. Customer Experience (CX) Journey Planning and Strategy: Ability to determine how to deliver the highest value expeirences and ensure asuperior brand experience by engaging customers and leveraging segmentation, customer needs, business objectives, behavioral insights and market intelligence.16. Work Attitude: Ability to adapt to the working conditions, has serious concern for his job and takes pride in the Company17. Punctuality: Makes efficient use of Company time, avoids tardiness and unnecessary absences18. Adherence to Company Policies and Activities: Ability to follow Company rules and its Code of Conduct. Actively participates in Company sponsored activities19. Thinking Clearly and Analytically: Ability to apply logic and think clearly so as to effectivly iinterprest situations and information before deciding what actions to take.Behavioral Competencies1. Lifetime Partnership Behavior2. Ownership- An act with proactivity and passion for excellent performance3. Simplification- Make things simple, adapt quickly and take smart decisions4. Human Touch- Partner with others, showing empathy and team spirit5. Innovation- Embrace differences to make innovation happenBenefits1. HMO Upon Regularization2. Annual Medical Allowance3. Competitive Basic Salary4. Flexible Working Hours5. Corporate Salary Loan (Upon 1 year of employment)Job Types: Full-time, PermanentSalary: Php20,000.00 /monthExperience:2: 1 year (Preferred)

Source: Jora


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