Insurance Officer

The Broker’s Sales Officer is responsible for developing and managing relationships with insurance brokers to generate new business, retain existing accounts, and support the end- to-end brokering process. This includes promoting insurance products, supporting client needs, coordinating with internal teams, and ensuring efficient policy servicing and claims follow-up.

Functions (Duties and Responsibilities): 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.

Job Skills And Qualifications:

• Graduate of any four-year business related courses
• At least 3-5 years or more professional experience, preferably in brokers or sales for
• non-life insurance or in a similar role.
• Background of non-life insurance.
• Advanced Excel capabilities.
• Highly organized with attention to detail.
• Ability to multitask, prioritize and deliver results on time under pressure.
• Flexibility to meet continuously changing priorities and challenges.
• Good written and verbal communication skills.
• Ability to work independently and as part of a team.