account officer
Talentmate
Philippines
25th November 2025
2511-20651-1
Job Description
- Assist clients in selecting suitable insurance policies.
- Provide information on coverage options and benefits.
- Evaluate client needs and tailor solutions accordingly.
- Manage client accounts and maintain relationships.
- Process applications and handle renewals and claims.
- Stay updated on industry trends and regulations.
- Achieve sales targets and promote services.
- Educational Qualifications: Bachelors degree in finance, business, or a related field.
- Experience Level: 3-5 years of experience in insurance sales or client management.
- Skills and Competencies: Strong communication and interpersonal skills; ability to build rapport with clients.
- Responsibilities and Duties: Advise clients on insurance options, assess client needs, and provide tailored policy solutions.
- Working Conditions: Office-based with irregular hours for client meetings; potential for remote work.
- Qualities and Traits: Detail-oriented, self-motivated, and proactive in client follow-ups.
Job Details
| Role Level: | Mid-Level | Work Type: | Full-Time |
|---|---|---|---|
| Country: | Philippines | City: | Mandaluyong National Capital Region |
| Company Website: | https://www.bonifacioinsurance.com.ph/ | Job Function: | Finance |
| Company Industry/ Sector: |
Insurance | ||
What We Offer
About the Company
Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.
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