Account Executive | Makati  

Offers and services accounts of group insurance plans by:

• Developing and exploring the group market through direct sales negotiations of bigger accounts with qualified corporate entities.
• Establishing and maintaining good relationships with existing and prospective clients, agents and brokers to offer business opportunities for the company.
• Checking and verifying issurance of franchises to agents and brokers.
• Preparing costing sheets and group insurance proposals.
• Attending to regular client calls and broker visitations.
• Providing support and assistance in the negotiations of group business initiated by agents and brokers.
• Entertaining to inquiries, problems and complaints regarding group insurance.
• Properly turning-over of working papers and Group Policy Data to Accounts Assistant once account is closed.
• Endorsing Accounts Assistant handling newly the closed account/s to clients or brokers.
• Conducting initial plan orientation to members/employees of the newly closed accounts as requested by the client.
• Coordinating with Accounts Assistants in servicing of group clients.
• Drafting, updating and maintaining sales brochures, presentations/ promotional materials and other pertinent forms.
• Performing other duties as may be assigned by the immediate superior.

• A graduate of a 4-year course
• Goal-oriented
• Team-oriented
• Customer-oriented
• Willing to do Fieldwork
• With or without Sales Experience