Insurance Sales Broker for Cebu

Position Title: Insurance Sales Broker Location: Cebu Setup: Day Shift 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.