Broker's Sales Officer

Sales & Business Development

• Identify and pursue new business opportunities through broker partnerships.
• Offer and tailor insurance policies based on broker and client needs, including automobile, fire, property, marine, casualty, and personal accident insurance.
• Achieve sales targets by growing the broker network, acquiring new accounts, and retaining existing business.
• Conduct regular broker visits to deliver product presentations, assess client requirements, and propose appropriate insurance solutions.

Broker Relationship Management

• Establish and maintain strong, professional relationships with brokers and key clients through regular engagement, networking, and referrals.
• Act as the primary point of contact between brokers and internal departments.
• Collaborate with underwriters, DCU, PAU, CCU (Finance), PSC, and other internal teams to support the sales and policy issuance process.

Marketing Support

• Develop and execute marketing strategies in coordination with the team to enhance broker engagement and market reach.
• Stay updated on industry trends and competitor offerings to ensure the company remains competitive.
• Promote continuous awareness and education of insurance products and services.

Client Servicing & After-Sales

• Monitor policy renewals and assist brokers with the preparation and submission of required documentation.
• Support after-sales activities such as premium collection, official receipt issuance, reconciliation of accounts, and payment pickup coordination.
• Work closely with the Operations team to monitor and follow up on claims for timely resolution.

Administrative Tasks

• Maintain accurate and up-to-date records of broker accounts, policy status, and issued bonds.
• Ensure all policy documentation is complete and properly filed.
• Track broker performance and maintain reports as required.
  Shift: Dayshift
  Setup: Onsite
  Location: Cebu, City
  
  
  By Applying, you give consent to collect, store, and/or process personal and/or sensitive information for the purpose of recruitment and employment may it be internal to Cobden & Carter International and/or to its clients.