Financial & Insurance Associate. Salary upto 35K., Muntinlupa
Description Assist clients in selecting appropriate insurance policies based on their financial needs. Evaluate clients' financial records and provide insights on insurance options. Maintain detailed records of client interactions and policy changes. Conduct market research to remain informed about…
Jobs Accounting, Financing & Banking Muntinlupa
Insurance Coordinator, Pasay
Description Manage and coordinate insurance claims and policies for clients. Provide outstanding customer service and support to clients regarding their insurance needs. Analyze and resolve insurance-related issues and inquiries. Assist clients with account management and policy updates. Maintain…
Jobs Accounting, Financing & Banking Pasay
IT Officer for an Insurance Company, Makati
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Job Summary: The IT Officer will be responsible for the following: Developing and supporting the integration between SAP Business One and other application platforms. Customizing and developing new forms and monitoring and maintaining IT infrastructure. The position allows for participation in IT …
Jobs Accounting, Financing & Banking Bel-Air
Insurance Agent, Taguig
Assist clients with financial planning, provide investment advice, and develop tailored financial strategies. Analyze clients financial data and goals. Provide tailored investment and savings strategies. Monitor market trends and economic conditions. Develop comprehensive financial plans. Maintain …
Jobs Accounting, Financing & Banking Taguig
Insurance Agent, Makati
The Group Sales Officer or Corporate Sales Executive is responsible for acquiring New Business corporate accounts within their designated area according to prescribed sales target on a quarterly or/and annual basis to contribute to the goals of the business unit. The position shall occasionally …
Jobs Accounting, Financing & Banking Bel-Air
Insurance Agent, Taguig
Assist clients with financial planning, provide investment advice, and develop tailored financial strategies. Analyze clients' financial data and goals. Provide tailored investment and savings strategies. Monitor market trends and economic conditions. Develop comprehensive financial plans. Maintain …
Jobs Accounting, Financing & Banking Taguig
Insurance Agent, Makati
…goals, such as retirement planning, education funding, and wealth accumulation. They assess individual circumstances to recommend appropriate insurance and investment products. 2. Product Presentation and Recommendations: Based on the needs assessment, agents present suitable financial…
Jobs Accounting, Financing & Banking Bel-Air
Insurance Agent, Taguig
We are looking for individuals with entrepreneurial experience who are seeking extra income and a purposeful side hustle. The main task is to expand base of individual and corporate clients by developing individualized solutions for future financial requirements such as emergency fund, retirement …
Jobs Accounting, Financing & Banking Taguig
Medical Claims Analyst, Makati
Assure accurate insurance claims adjudication in a timely manner. Assure timely submission of invoices/claims utilization report. Validate documents received as well as members' information to adjudicate the claims based on the submitted information. Apply the Plan policy and its exclusion as well…
Jobs Accounting, Financing & Banking Bel-Air
Virtual Insurance Agent Part Time, Pasig
…consultants, we help clients accomplish financial objectives by assessing their financial situation. We offer financial solutions such as insurance and investment plans under Pru Life UK. Get a chance to be exposed to management and leadership roles at your own pace. Help clients accomplish…
Jobs Accounting, Financing & Banking West Rembo
CSR - Medical Billing and Insurance Claims, Manila
Process and manage medical billing and insurance claims efficiently. Contact insurance companies and payors to follow up on claim statuses and resolve billing issues. Ensure compliance with healthcare regulations and industry standards.
Jobs Accounting, Financing & Banking Paco
Insurance Agent, Taguig
Company Profile: This company is a Japanese insurance company and established year 1997. This company is one of the largest Insurance in Japan and overseas. They are offering as good insurance plan. Position: Insurance Agent (Php 35,000 + Incentives) Company Industry: Insurance Agency Office…
Jobs Accounting, Financing & Banking Taguig
Insurance Agent, Makati
Assess clients' insurance needs and provide tailored solutions. Explain policy details and benefits to clients. Develop and maintain client relationships for ongoing support. Stay updated on industry trends and regulations. Meet sales targets and contribute to team performance. Provide excellent…
Jobs Accounting, Financing & Banking Bel-Air
Insurance Advisor - Metro Manila, Taguig
We are looking for individuals with experience working in any field who are seeking extra income and a purposeful side hustle. The main task is to expand base of individual and corporate clients by developing individualized solutions for financial requirements such as emergency fund, retirement …
Jobs Accounting, Financing & Banking Taguig
Customer Service Representative - Insurance Account, Manila
Assist employees with their 401(k) and US retirement plans by explaining options, processing transactions, and addressing inquiries related to contributions, withdrawals, and plan policies. Communicate effectively via phone, email, and chat to educate and support employees, ensuring a seamless and …
Jobs Accounting, Financing & Banking Paco
Insurance Officer, Taguig
Key Responsibilities: Present and promote a variety of Traditional and Variable insurance products to bank clients. Achieve sales targets and drive new business acquisition within assigned branches. Build and maintain strong relationships with clients and bank partners to ensure business retention…
Jobs Accounting, Financing & Banking Taguig
Part-time Insurance Agent, Makati
Client Acquisition & Prospecting Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts. Conduct financial needs assessments to understand clients goals, risk tolerance, and current financial situation. Present and explain financial products and …
Jobs Accounting, Financing & Banking Bel-Air
Part-time Insurance Agent, Taguig
Client Acquisition & Prospecting Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts. Conduct financial needs assessments to understand clients goals, risk tolerance, and current financial situation. Present and explain financial products and …
Jobs Accounting, Financing & Banking Taguig
Insurance Agent - Hybrid, Makati
As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each clients unique financial goals and tailor strategies to help them achieve…
Jobs Accounting, Financing & Banking Bel-Air
Insurance Agent - Hybrid, Makati
As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each clients unique financial goals and tailor strategies to help them achieve…
Jobs Accounting, Financing & Banking Bel-Air
Insurance Agent - Hybrid, Makati
As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each clients unique financial goals and tailor strategies to help them achieve…
Jobs Accounting, Financing & Banking Bel-Air
Hybrid Insurance Wealth Manager, Taguig
We are seeking a highly motivated and experienced Wealth Manager for a hybrid role manager position at Annapurna Branch of FWD. The Wealth Manager will be responsible for driving sales growth, recruiting results-oriented agents, managing a team of financial wealth planners, and ensuring the …
Jobs Accounting, Financing & Banking Cainta
Insurance Agent, Mandaluyong
…for consultations on financial planning and investment strategies Develop a strategize financial plans to help clients achieve their goals Evaluate and recommend insurance products that are tailored fit to client's goals Perform policy review to re-asses financial situations and re-strategize
Jobs Accounting, Financing & Banking Manila
Insurance Agent, Taguig
Company: FWD Philippines Position Type: Part-time, Commission-based Location: Remote (Work from Home) FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve …
Jobs Accounting, Financing & Banking Cainta
