JOB DETAILS

Account Officer (18162)

CompanyBDO Unibank
LocationSenator Ninoy Aquino
Work ModeOn Site
PostedApril 19, 2026
About The Company
BDO is a full-service universal bank in the Philippines. It provides a complete array of industry-leading products and services including Lending (corporate and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management, and Remittances in the Philippines. Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Rural Banking, Life Insurance, Insurance Brokerage, and Stock Brokerage services. BDO's institutional strengths and value-added products and services hold the key to its successful business relationships with customers. Its branches remain at the forefront of setting high standards as a sales- and service-oriented, customer-focused force. BDO has one of the largest distribution networks, with more than 1,600 operating branches and over 4,500 ATMs nationwide. Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets. As of 30 June 2022, BDO is the country's largest bank in terms of total resources, customer loans, deposits, and assets under management. BDO is a publicly listed company (PLC), with its shares currently being traded at the Philippine Stock Exchange under the symbol “BDO”. BDO Unibank is regulated by the Banko Sentral ng Pilipinas. https://www.bsp.gov.ph For concerns, please visit any BDO branch near you or reach us through any of the channels listed in the Consumer Assistance page of our website: https://www.bdo.com.ph/consumer-assistance. Deposits are insured by PDIC up to P1 Million per depositor. The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc. All Rights Reserved.
About the Role

The Account Officer role for Non-Life Sales Insurance is under the BDO Insurance Group (BDOI). He/She would be in charge of helping clients be protected from financial damages through life’s unexpected incidents and connect them to top non-life insurance solutions and manage their needs every step of the way. Additionally, he /she will be exposed and responsible in developing and growing business portfolio as well as implementation of processes and procedures from sales to collections.  

   

Rank for the role: Junior Assistant Manager  

   

Other Responsibilities:  

   

Takes on calls, requests for quotations, endorsements, policies and other inquiries from clients, insurance companies, BDO branches and business units and acts on them appropriately and promptly.  

Negotiation with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.  

Prepare the required documentation using BDOI system such as renewal advice, quotation slip, proposal form, placement slip and cover note.  

Review policies issued by insurance companies prior to sending out to clients.  

   

   

Qualifications:  

   

Graduate of any 4-year degree course with at least 2 years sales experience, preferably as an Account / Sales Officer in a non-life brokerage company  

Above average communications skills and product knowledge  

Good interpersonal and communication skills (ability to engage efficiently with clients, collaborate with other business units/ stakeholders and present in a professional manner).  

   

   

The candidate must be willing to work on-site in Makati or Ortigas.  

 

 

 

Key Skills
Sales ExperienceCommunication SkillsInterpersonal SkillsNegotiationDocumentation PreparationClient EngagementCollaborationProduct Knowledge
Categories
Finance & AccountingSalesCustomer Service & Support
Job Information
📋Core Responsibilities
The Account Officer will assist clients in obtaining non-life insurance solutions and manage their needs throughout the process. Responsibilities include handling inquiries, negotiating terms with insurance companies, and preparing necessary documentation.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
19530
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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