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Bancassurance Sales Associate

Job Category:

Administration / Corporate Services

Job Level:

Entry Level

Open Date:




Close date:


Client Industry:


Job Description and Qualification:


6 Months of related working experience preferably

Candidates must possess at least a Bachelor’s /College Degree holder

Open Fresh Grads

Can Start Asap

Has Strong Command with the English Language

Open to work in Cavite

Job Description:

Handles various inquiries and policy requests from walk-in BPLAC customers, 

Checks policy status/details and/or requirements to process the request and advises the customer/BSE accordingly. 

Promote use of E-Plan to our Customers. Guide the customers in the registration to E-Plan. 

Assist in the submission of requests or inquiries through E-Plan or I-Care (for transactions not in E-Plan).

Monitors the progress of policy requests and complaints received in the assigned area, ensures resolution within target turnaround times and provides necessary feedback to customers regarding their requests 

Follow-up and escalate pending requests. 

Refer and coordinate complaints to Customer Care. 

Daily submission of consolidated daily transactions logged in BSA Daily Tracker and submits to BSA Supervisor