Marketing - Account Officer

1 week ago


Makati City, National Capital Region, Philippines Cogentc Business Solutions Inc. Full time

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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