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Account Officer for Sales (Cebu)

Cebu, Central Visayas ·  Yesterday (updated)

RBT Consulting

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  • Description

  • Duties and Responsibilities:

    1. Sell Group Life Insurance thru partner brokers

    • Introduce the Company’s capabilities, existing and new product to new and to be

    developed brokers

    • Convert prospects into clients

    • Monitor the performance of assigned accounts

    2. Provide client support

    • Provide efficient client services by working closely with Group Life Operations

    and other support units

    3. Build and manage relationships with clients and partner brokers

    • Build productive business relationships with clients through the delivery of quality service

    • Deliver on the promise

    • Respond to broker’s concerns and queries on time

    4. Perform administrative functions

    • Prepare accurate and timely reports as required

    5. Undertake other tasks that may be reasonably expected of the role and as may be necessary

    to achieve the Company’s goals


    A. Technical Competencies

    1. Business process know-how: Knowledge and understanding of the insurance market, the basic

    insurance principles and the ability to apply them; know the competitive landscape and

    industry/market trends; knows how businesses work; knowledgeable in current and possible

    future policies, practices, trends, and information affecting his/her business and organization;

    knows the competition; is aware of how strategies and tactics work in the marketplace

    2. Product Knowledge: Knowledge and understanding of product features, benefits, and exclusions

    3. Quality and Timely Completion of Work: Ability to deliver quality results based on data

    on hand within a specified period of time

    4. Product Market Trends: Knowledge of market trends concerning new products and services

    aimed at expanding offerings' portfolio and fostering business continuous improvement

    5. Report Writing Skill: Ability to gather and present information using appropriate format,

    graphical illustrations, etc. to create professional and high-quality reports

    6. Use of Office Technology: Ability to utilize equipment, office software to effectively

    perform the job

    7. Operation and Team Supervision: Ability to drive day-to-day operations and team performance by

    providing the guidance necessary to achieve both individual and group goals, ensuring that the

    members of the team are productive and that problem is resolved as they arise

    8. Work Process Analysis and Improvement: Understanding of how processes function and

    interact, investigate options for achieving improvement and make recommendations in

    improving and redesigning the processes currently in operation

    9. Group Insurance Operations Knowledge: Familiarity with processes and procedures in

    group insurance

    10. Strategic Orientation: Ability to think conceptually and to "see the big picture". It involves

    taking calculated risks based on realities or existing issues as they impact the strategic direction

    of the department and organization.

    11. Ecosystem Development Strategy: Ability to leverage on third parties; value chain and

    customer base, creating a plug-and-play architecture & operating model, to enlarge own service

    portfolio and customer base

    12. Relationship Building: Creating and maintaining ongoing, collaborative, and effective

    working relationships with internal and external partners and customers to achieve the goals of

    the work unit

    13. Presentation Skills: Ability to deliver or present ideas to individuals or groups using a variety

    of media suited to the characteristics and needs of the audience

    14. Analytical Thinking: Ability to identify issues, obtain relevant information, relate

    and compare data from different sources, and identify alternative solutions

    15. Training, Coaching, and Delegating: Ability to develop people. Selecting the right people,

    reaching agreement on plans for action; keeping a balance between input and output; transferring

    responsibility to the employee; giving feedback effectively; providing appropriate rewards

    16. Communication: Ability to transfer or convey thoughts and express ideas effectively orally or

    in writing to individual or group

    17. Customer Experience (CX) Journey Design: Ability to improve the overall CX

    (products/features); to manage and improve all the CX processes/methods/capabilities that help

    develop and improve its design; to tailor experiences to each account and context through

    personalized marketing and experiences

    18. Customer Experience (CX) Journey Planning and Strategy: Ability to determine how to

    deliver the highest value experiences and ensure a superior brand experience by engaging

    customers and leveraging segmentation, customer needs, business objectives, behavioral insights

    and market intelligence

    19. Strategic Partnership & Lifecycle Management: Ability to proactively manage the entire

    relationship lifecycle with strategic partners (data, tool, and information) to accelerate the

    execution of joint activities and ensure coordination of efforts leveraging synergies

    20. Work Attitude: Ability to adapt to the working conditions, has serious concern for his job and

    takes pride in the Company

    21. Punctuality: Makes efficient use of Company time, avoids tardiness and unnecessary absences

    22. Adherence to Company Policies and Activities: Ability to follow Company rules and its

    Code of Conduct. Actively participates in Company-sponsored activities

    23. Thinking Clearly and Analytically: Ability to apply logic and think clearly so as

    to effectively interpret situations and information before deciding what actions to take

    B. Behavioral Competencies

    Lifetime Partnership Behavior

    1. Ownership

    - An act with proactivity and passion for excellent performance

    2. Simplification

    - Make things simple, adapt quickly, and take smart decisions

    3. Human Touch

    - Partner with others, showing empathy and team spirit

    4. Innovation

    - Embrace differences to make innovation happen
  • Requirements

  • Minimum education level: Bachelor´s Degree
  • 3 years of experience
  • Language(s): English
  • Availability for travel: Yes
  • Availability for change of residence: Yes
  • People with disabilities: Yes

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Job summary

  • Account Officer for Sales (Cebu)

  • Cebu, Central Visayas

  • Company

    RBT Consulting
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply