Job Description
BASIC FUNCTION :
Responsible on handling New & Renewal business for IBG market accounts.
DUTIES & RESPONSIBILITIES :
To follow agreed broking procedures and/or specific work instructions in handling new business.To entertain calls, requests for quotations, endorsements and policies and other inquiries from clients, insurance companies, BDO Central Mindanao IBG and other units.To visit assigned BDO IBG Teams to discuss and implement sales strategies and satisfy client servicing requirements.To perform insurance program presentation to client and product presentation during Branch Area meeting.To negotiate with insurance companies the most appropriate terms and conditions to suit the needs of the clients.To prepare the required documentation using the BDOI system such as quotation slip, proposal form, and placement slip.T...