Account Officer
BDO Unibank View all jobs
- General Santos City, South Cotabato
- Permanent
- Full-time
- 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.
- To assist clients with Accounting or Claims concerns and to coordinate with respective units.
- To ensure that policies and endorsements are issued and released to clients within prescribed turn around time (TAT) and that adjustment are properly coordinated with processing unit.
- To assist on the monitoring and application of unapplied payments, booking of accounts, transmittal of SOAs and adjustments/cancellation of policies to BDO branches/units or clients.
- To assist in monitoring and collection of unpaid accounts.
- To prepare the required unit reports such as conversion and pipeline reports for submission to the Team Leader &/or Unit Head.
- To assist in processing and monitoring of claim status from various insurance companies.
- To cross-sell other insurance products to increase production.
- To perform other duties as may be assigned by immediate superior or senior management from time to time