Account Officer (Non-Life Insurance) - Ortigas

Job SummaryThe position is primarily responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures relation to sales, client servicing, and collections.ResponsibilitiesResponsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations.Receives calls,requests for quotations,endorsements,policies and other inquiries from clients,insurance companies, BDO branches and business units and acts on them appropriately and promptly.Negotiates with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.Prepares the required documentation using BDOI system such as renewal advice,quotation slip,proposal form, placement slip and cover note.Reviews policies issued by insurance companies prior to sending out to clients.QualificationsGraduate of any 4 year degree course.At least 3 years experience in account management, preferably as an Account / Sales Officer in a non-life and life brokerage company, car dealership, healthcareWith good communications skills.  Must be willing to work ON-SITE in Ortigas.

BDO is a full-service universal bank that provides a wide range of corporate and retail banking services. These services include traditional loan and deposit products, as well as treasury, trust banking, investment banking, private banking, rural banking, cash management, leasing and finance, remittance, insurance, retail cash cards, and credit card services. BDO has the country’s largest distribution network, with over 1,400 consolidated operating branches and more than 4,400 ATMs nationwide.  It also has 18 overseas remittance and representative offices (including full-service branches in Hong Kong and Singapore) in Asia, Europe, North America, and the Middle East.BDO ranked as the largest bank in terms of total assets, loans, deposits, and trust funds under management based on published statements of condition as of December 31, 2020. For more information, please visit www.bdo.com.ph.Product & ServicesThe financial products and services provided by Banco de Oro include:Trade financingForeign exchange and securities dealershipTrust and investment servicesCash management servicesInvestment bankingInsurance productsCredit cards