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Marketing - Account Officer
1 week ago
JOB RESPONSIBILITIES:
- Responsible in determining the client's insurance needs through means of extensive client interaction and upselling.
- Entrusted in handling large and several corporate accounts while ensuring the client's service satisfaction and retention.
- Provide support to clients by learning and satisfying their insurance needs.
- Identify and analyze risk exposures through in depth review of policy and client's background.
- Ensures client retention by providing quality customer service.
- Serves as the company representative for their handled accounts
- Facilitates issuance and renewal of insurance policies of handled accounts
- Monitor and follow up emails and calls on requested policies, renewals and endorsements
- Updating of clients of their requested policies and other related documents
- Preparation of proposals/quotation of various lines for submission to clients
- Coordinates with insurance companies for the rates and approval of proposal/quotation.
- Issue and authenticate COC (Certificate of Cover) policy / Cover note.
- Booking of invoice/debit credit notes.
- Ensures accuracy on all details provided regarding the policy and is also should be within the Fair Market Value.
- Coordinates with Claims Department for immediate claims processing.
- Preparation of transmittal of policy notices to clients for delivery.
- Follow-up unpaid accounts.
- Monitor and collection of receivables from clients.
- Clerical and filing duties to maintain an organize record file.
- Performs other duties as may be deemed necessary to support department's operation.
EDUCATIONAL REQUIREMENT:
- At least Bachelor's / College Degree in Marketing, Business Administration, Social Science, Communications or equivalent.
KNOWLEDGE, SKILLS AND EXPERIENCE REQUIREMENTS:
- Able to establish rapport with clients and business partners
- Good communication skills both verbal and written
- Excellent interpersonal skills
- Network building
- Critical thinking and stern decisiveness
- Extensive product knowledge
- Proficient in MS Office
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