Sales Support & Client Engagement
Assist the sales team in identifying, qualifying, and pursuing new corporate insurance opportunities.
Prepare sales presentations, product proposals, and client pitches customized to business needs.
Support in maintaining relationships with existing corporate accounts by addressing inquiries, requests, and concerns promptly.
Coordinate and participate in client meetings, presentations, and negotiations as required.
New Business Development
Collaborate with the sales team to develop and implement strategies for acquiring new corporate clients.
Conduct market research and competitor analysis to identify opportunities for new business growth.
Support in preparing quotations, proposals, and policy documents for prospective and newly acquired clients.
Track and monitor sales pipeline, ensuring timely follow-up on leads and prospects.
Operational & Administrative Support
Liaise with underwriting, claims, and policy servicing teams to ensure smooth processing of corporate insurance applications.
Maintain accurate records of sales activities, client interactions, and business opportunities.
Prepare regular reports and dashboards on sales performance, pipeline status, and new business development initiatives.
Ensure compliance with company policies, industry regulations, and ethical sales practices.
Qualifications :
Sales Executive • Makati, National Capital Region, PH