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Account Officer

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BDO Life
πŸ“ General Santos City, Philippines
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Location General Santos City
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Posted June 11, 2026
πŸš—
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

BASIC FUNCTION :

Responsible on handling New & Renewal business for IBG market accounts.

DUTIES & RESPONSIBILITIES :

  • To follow agreed broking procedures and/or specific work instructions in handling new business.

  • To entertain calls, requests for quotations, endorsements and policies and other inquiries from clients, insurance companies, BDO Central Mindanao IBG and other units.

  • To visit assigned BDO IBG Teams to discuss and implement sales strategies and satisfy client servicing requirements.

  • To perform insurance program presentation to client and product presentation during Branch Area meeting.

  • To negotiate with insurance companies the most appropriate terms and conditions to suit the needs of the clients.

  • To prepare the required documentation using the BDOI system such as quotation slip, proposal form, and placement slip.

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    πŸ“ Location Details

    πŸŒ†
    City
    General Santos City
    πŸ—ΊοΈ
    Country
    Philippines
    πŸš—
    Commute
    Local Area

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