Sales Insurance Executive

About Asiacruit

At Asiacruit we connect top talent with forward-thinking organizations across industries. Our mission is to help businesses grow through smart strategic and people-focused solutions. We support companies by providing high-quality Philippine-based talent for local and global markets. If you are service-oriented reliable detail-minded and committed to helping customers we invite you to apply.

Position Overview

We are seeking a Sales Insurance Executive for the Insurance & Accounting Industry to support new business development insurance sales client relationship management and account growth. This role will identify prospective customers understand their insurance needs present suitable coverage options coordinate quotes and proposals and support clients throughout the sales process.

The ideal candidate is confident consultative organized and motivated by achieving sales goals while maintaining accuracy professionalism and compliance. You will work closely with insurance agents brokers carriers account managers underwriting accounting finance and operations teams to deliver timely proposals and a positive client experience.

Key Responsibilities

Insurance Sales & Business Development

• Identify research and qualify prospective clients through inbound inquiries outbound outreach referrals networking and approved sales channels.

• Develop and maintain a healthy sales pipeline by conducting prospecting activities and following up on qualified opportunities.

• Build professional relationships with prospective and existing clients to understand their business personal and insurance protection needs.

• Conduct discovery calls and gather accurate information regarding client requirements risk exposures current coverage budget and renewal timelines.

• Present appropriate insurance products coverage options policy features exclusions terms and pricing in a clear and understandable manner.

• Prepare organize and deliver sales presentations proposals quotes coverage comparisons and other client-facing materials.

• Manage opportunities from initial contact through quotation application underwriting review binding and post-sale handoff.

• Meet or exceed assigned sales targets activity goals conversion objectives and service-level expectations.

Client Relationship Management

• Serve as a responsive and knowledgeable point of contact for prospective and existing clients throughout the sales cycle.

• Respond to client questions regarding coverage premiums deductibles policy terms documentation renewals and general insurance processes.

• Provide timely updates on quotes applications underwriting requirements approvals policy issuance and outstanding items.

• Follow up consistently with prospects and clients using phone email video meetings and approved communication channels.

• Identify cross-selling and account expansion opportunities based on client needs and available insurance products.

• Support client retention by maintaining professional relationships and coordinating timely renewal and service activities.

• Handle objections and concerns professionally providing accurate information and escalating complex matters when appropriate.

Quoting Applications and Policy Coordination

• Collect and verify client information applications financial details risk data loss history and supporting documentation required for quoting and underwriting.

• Coordinate quote requests with carriers brokers underwriters and internal insurance teams.

• Review quotes and proposals for completeness accuracy coverage details premiums commissions effective dates and applicable requirements.

• Track application status underwriting questions inspections approvals binding requirements and policy issuance milestones.

• Coordinate with clients and internal teams to obtain missing information and resolve discrepancies before submission or binding.

• Assist with policy changes endorsements renewals certificates binders declarations invoices and other insurance documentation as assigned.

• Ensure client communications accurately reflect approved coverage information and company procedures.

Sales Administration CRM and Reporting

• Maintain accurate prospect client opportunity activity quote and policy information in CRM and insurance management systems.

• Record calls emails meetings follow-up activities sales stages client requirements and next steps in a timely manner.

• Manage follow-up schedules and ensure no qualified opportunity or client request is left unattended.

• Prepare sales forecasts pipeline reports activity reports conversion updates and other performance reports as required.

• Monitor sales performance against targets and identify opportunities to improve lead conversion client engagement and revenue growth.

• Maintain organized records of proposals quotes applications client correspondence and supporting documentation.

Accounting Billing and Compliance Coordination

• Explain basic premium billing payment invoice commission and financing information to clients within the scope of the role.

• Coordinate with accounting and finance teams regarding invoices payment status commissions refunds adjustments and billing discrepancies.

• Support timely collection of required payments and documentation before policy binding or issuance when applicable.

• Follow insurance sales practices licensing requirements disclosure standards privacy procedures and internal compliance policies.

• Protect confidential client policy financial and business information at all times.

• Maintain complete and accurate documentation of recommendations client instructions disclosures and sales activities.

• Escalate complaints coverage disputes compliance concerns suspected misrepresentation and high-risk issues to the appropriate team.

Team Collaboration and Continuous Improvement

• Work collaboratively with insurance accounting finance underwriting claims operations and customer service teams.

• Participate in team meetings product training sales coaching process reviews and business development initiatives.

• Stay informed about insurance products market developments carrier guidelines client needs and relevant industry practices.

• Share client feedback and recurring sales challenges to support process product and service improvements.

• Perform other insurance sales account management business development and administrative duties as assigned.

Qualifications

Requirements

• Associate degree or bachelors degree in Business Administration Insurance Finance Accounting Marketing Communications or a related field.

• 2 years of experience in insurance sales financial services sales business development account management or a related customer-facing role.

• Strong English communication skills both written and verbal.

• Demonstrated ability to prospect qualify leads present solutions manage a sales pipeline and close or advance opportunities.

• Consultative selling skills with the ability to identify customer needs and explain insurance concepts clearly.

• Professional phone email presentation negotiation and follow-up skills.

• Strong customer relationship management and organizational skills.

• Comfort working with CRM systems sales tools spreadsheets online meeting platforms and insurance management systems.

• Strong attention to detail and ability to review quotes applications policies invoices and client documentation accurately.

• Ability to manage multiple prospects client requests deadlines and sales priorities independently.

• Ability to handle confidential customer policy financial and business information with discretion.

• Reliable internet connection a suitable home office environment and ability to work effectively with remote or international teams.

Preferred

• Active insurance license or willingness and ability to obtain the required license where applicable.

• Experience selling personal lines commercial lines employee benefits life insurance health insurance property and casualty insurance or other insurance products.

• Experience working with insurance agencies carriers brokers financial services firms or accounting-focused organizations.

• Familiarity with insurance quoting underwriting policy issuance renewals endorsements certificates claims and billing workflows.

• Experience selling to U.S.-based clients or supporting U.S. insurance and financial services operations.

• Knowledge of insurance licensing privacy consumer protection and sales compliance practices.

• Experience using CRM platforms insurance agency management systems quoting tools or sales reporting software.

• Proven record of meeting or exceeding sales quotas revenue targets or business development goals.

Why Join

• Join a supportive team focused on delivering valuable insurance solutions and excellent client experiences.

• Develop practical expertise in insurance sales business development quoting policy coordination and account growth.

• Build valuable skills in consultative selling client relationship management negotiation and pipeline management.

• Make a meaningful impact by helping clients understand their risks and select appropriate insurance solutions.

• Receive competitive compensation and opportunities for professional development and career growth.

• Work in a collaborative international environment with exposure to diverse clients carriers and industry professionals.

Employment Type : Full Time
Experience: years
Vacancy: 1