About BDO
BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.
The Account Broker is responsible in assisting the Account Officer in business development and processing of accounts and client servicing.
Key Responsibilities
Entertain calls, requests for quotations, endorsements and policies and other inquiries from clients, insurance companies, BDO branches and other business units.
Prepares the required documentation using the BDO Insurance system such as quotation slip, proposal form and placement slip.
Assists clients with account inquiry, collection and claims concerns.
Do cross-sell other insurance products.
Ensure compliance with Banks policies, procedures and regulatory requirements
Qualifications
Bachelor degree in Business Administration.
At least 1 year experience in Insurance company is an advantage. Fresh graduates are welcome to apply
Willing to work onsite in Balibago, Angeles, Pampanga.
Account Broker • Angeles City, Central Luzon, PH
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