Insurance Agent

Manulife Ark Owl Branch

$359-449[Monthly]
Hybrid - MakatiNo Exp RequiredBachelorFull-time
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Job Description

Benefits

  • Work-Life Balance

    Flexible Hours

Description

We are seeking a dynamic, customer-focused Insurance Agent to join our team. The ideal candidate will have a passion for helping clients find the best insurance products for their needs and an ability to build long-lasting relationships. As an Insurance Agent, you will be responsible for generating new business, managing existing accounts, and providing exceptional customer service in a fast-paced environment. If you are goal-driven, detail-oriented, and eager to help individuals and businesses secure their future, we would love to meet you!

Key Responsibilities

  • Sales and New Business Development
  • Prospect and generate leads through various channels (cold calling, networking, referrals, and marketing campaigns).
  • Identify customer needs and recommend appropriate insurance products (auto, home, life, health, etc.).
  • Present quotes, explain coverage options, and guide clients in making informed decisions.
  • Meet and exceed sales targets and performance goals.
  • Client Relationship Management
  • Develop and maintain long-term relationships with clients to foster loyalty and repeat business.
  • Provide personalized insurance advice and recommendations based on individual or business needs.
  • Conduct regular policy reviews with clients to ensure they have the proper coverage as their needs change.
  • Customer Service & Claims Assistance
  • Assist clients with policy changes, billing inquiries, and claim submissions.
  • Act as a point of contact for clients who need to file claims or have questions regarding their coverage.
  • Ensure timely and accurate processing of claims to provide seamless customer experiences.
  • Administrative Duties
  • Maintain accurate records of all customer interactions, transactions, and policy details using CRM software.
  • Stay up-to-date with product knowledge, insurance regulations, and market trends.
  • Process policy applications, endorsements, renewals, and cancellations.


Note : Other Benefits will be discussed during interview

Requirements

  • Education & Experience
  • High school diploma or equivalent (Bachelor’s degree preferred).
  • Previous experience in sales, customer service, or a related field is a plus.
  • Insurance licensing (required or willing to obtain prior to employment).
  • Skills & Competencies
  • Excellent communication and interpersonal skills.
  • Strong sales abilities and a proven track record of meeting or exceeding goals.
  • Problem-solving skills and the ability to think on your feet.
  • Detail-oriented with a strong ability to manage multiple tasks simultaneously.
  • Ability to work independently and as part of a team.
  • Technical Skills
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM software.
  • Familiarity with insurance industry software and tools is a plus.
Communication SkillsWealth Management
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Lorencio Lim

Unit ManagerManulife Ark Owl Branch

Working Location

6/F, NEX Tower. NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manila, Philippines

Posted on 30 December 2024

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