Account Officer, Marikina

Location: Marikina City, Metro Manila

Autoshield Insurance Agency is a trusted provider of motor insurance policies, specializing in comprehensive and reliable coverage for vehicles.

We are committed to delivering excellent client service, efficient policy processing, and smooth claims assistance through strong partnerships with top insurance providers.

• Manage assigned client accounts and act as primary point of contact for policy servicing.
• Handle insurance policy quotations, proposals, and renewals.
• Assist clients with policy inquiries, endorsements, and documentation.
• Prepare Statements of Account (SOAs), billings, and coordinate with the Collections Officer for timely payments.
• Monitor client portfolio, ensuring policies are renewed on time.
• Assist in claims processing by coordinating required documents with the Claims Manager.
• Maintain accurate and updated client records and trackers.
• Support sales initiatives by cross-selling and upselling appropriate insurance products.
• Generate and submit regular reports (quotations, accounts tracker, collections updates, etc.) to the Account Manager.

• Bachelors degree in Business Administration, Finance, or related field (preferred).
• At least 13 years of experience in insurance, banking, or account management (non-life insurance background is an advantage).
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with good analytical skills.
• Proficient in MS Office / Google Workspace (Sheets, Docs, etc.).
• Team player with initiative and sense of responsibility.