JOB INFORMATION / REQUIREMENTS |
Job Purpose / Summary | Responsibilities include but not limited to soliciting and attending insurance requirements of Orix Metro Leasing & Finance Corporation (OMLF) assigned to - To develop and strengthens professional relationship with Orix Metro.
- To develop professional relationship with prospective and existing clientele.
- To solicit new business, cross-sells and up-sells products
- To monitor and update all claims filed by Orix partner/assured.
- To call and follow up renewals to Orix partner/assured.
- To submit monthly updated production report to Orix branches.
- To call personally and update our assured on the latest progress of claim.
- Monitor Receivables (Update, Validate and Ensure Payment of Policies).
- To conduct quarterly Kamustahan with our Orix branches, Cluster head,
Area head and Region head. MAJOR ACTIVITIES: SALES PROCESS: - MAPPING OF ASSIGNED AREA
- PROSPECTING OF CLIENTS
- DATA GATHERING / ANALYTICS
- APPOINTMENT SETTING
- SALES CALL / PRODUCT PRESENTATION
- CLOSING THE SALE
- SALES PROGRESS REPORTING
CHANNEL MANAGEMENT & DEVELOPMENT - PROPOSES STRATEGIES TO HIT THE BUDGET & PENETRATE ASSIGNED CHANNEL OR AREA.
- COORDINATES CLOSELY WITH INTERNAL UNITS & ALIGNS WITH CHANNEL PARTNERS TO BUILD A PROFITABLE
RELATIONSHIP - IDENTIFIES POTENTIAL SOURCES OF BUSINESS
- PERFORMS MARKET STUDY, IDENTIFIES TRENDS, COMPETITOR SCANNING
- BE THE INSURANCE SUBJECT MATTER EXPERT TO CLIENTS AND CHANNEL PARTNERS
- ASSISTS CHANNEL PARTNERS & CLIENTS WITH ALL INSURANCE RELATED CONCERNS
- CROSS-SELLING OF OTHER INSURANCE PRODUCTS & SERVICES
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Key Result Areas | Major Activities / Responsibilities | Output | Challenges and Risks |
| 80% RENEWAL RATIO | - Inform/send the renewal notice (45 days) of referred client to MBTC
- Call clients and remind them about the expiration of their policy
- Renewal of business
- Delivery of renewal policy
- Handling of proposed business
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| NEW BUSINESS | Call prospective client referred by Metrobank. - Introduce the Company (AXA)
- Introduce yourself to the client
- Get an appointment
- Sales Presentation with Orix/Client
- Closing
- Delivery of policy
- Cross Selling of other Product
Lines ( GI) - To develop Corporate Accounts and Penetrate Commercial Portfolio of ORIX.
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| VISITATION | - Ask for referrals
- Get the information of the loan boroower/clients.
- Complete name, address and contact number.
- ORIX will inform their client about AXA and the SO assigned to solicit accounts for Non-Life Insurance.
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Your Profile Decisions / Quantifiable Data Related to Job | Educational Qualifications / Certifications |
| - Can develop marketing strategies to compete with other insurance company.
- Perform market and industry intelligence work and suggest possible areas for business expansion.
- With Sales and GI Background
- Perform an Insurance Audit
- Key Account Management
| - Graduate of any (4) four- year business course.
- Attended Basic Non Life Seminar & Advance Insurance Courses
- Preferably with experience in marketing, sales, account management and business development.
- Excellent command of oral and written English.
- Has good Interpersonal skills and excellent customer service orientation.
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Candidate Relevant Experience / Personal Characteristics/Behaviors | Compensation Range |
| Positive Outlook towards her Job Initiative to work outside her scope of work | |
A global leader in insurance and investments, AXA takes care of 107 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations.
About the EntityAXA Philippines is one of the largest and fastest growing life insurance companies in the country, offering financial security to more than 800,000 individuals through our group and individual life insurance products.
AXA has more than 700 financial executives in over 900 Metrobank and PSBank branches nationwide.
What We Offer
