Sales Administration Assistant
WHR Global Consulting Santa Ana Full-time
WHR Global Consulting is hiring a Full time Sales Administration Assistant role in Taguig, NCR. Apply now to be part of our team.
Job summary:
- Looking for candidates available to work:
- Monday: Morning
- Tuesday: Morning
- Wednesday: Morning
- Thursday: Morning
- Friday: Morning
- 1 year of relevant work experience required for this role
- Expected salary: ₱20,000 per month
- Position Title: Broker’s Sales Associate (Sales Admin Associate)
- Work Location: Alabang, Muntinlupa
- Work Setup: Onsite
- Work Schedule: Day Shift
Qualifications:
- Graduate of any four-year business-related course
- At least 6 months of relevant experience
- Good communication and interpersonal skills
- Organized, detail-oriented, and willing to learn insurance products and processes
- Experience in customer service or admin support is an advantage
Job Summary/Description:
- The Broker’s Sales Associate provides support in managing broker relationships, selling insurance products, and assisting with client servicing. The role involves helping with policy processing, renewals, and coordinating with internal teams to ensure smooth operations and client satisfaction.
Responsibilities/Duties:
- Assist in identifying and supporting sales opportunities through broker partners.
- Help implement marketing strategies and stay updated on products and services.
- Maintain good relationships with brokers and assist with account servicing.
- Coordinate with internal departments (Underwriting, Claims, Finance, etc.) to ensure timely policy issuance, renewals, and claims processing.
- Support premium collection, OR issuance, and basic account reconciliation tasks.
- Keep accurate records of client accounts, policy renewals, and issued bonds.
- Participate in regular broker meetings or visits to provide support and gather feedback.
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