Sales Assistant- Non Life Insurance

2 weeks ago


Makati City, National Capital Region, Philippines Revtra Pro Inc. Full time
Reports pertaining to Agents Accreditation, sales production (new & existing), per sales office
assignments.
Monitoring of agents license due for renewal; production of agents (new/existing)
Uploading of agent's application & requirements to IC and MAPFRE portal
Ensure Agents application to IC for Exam and Licensing
Conduct Licensing review and Admin orientation to new recruits.
Performs other tasks from time to time as required by immediate superior.
Meets with business representatives to gain new business and partnerships;
Supports sales office plans and marketing strategies implemented in the Sales Office
Establishes network of clients by providing quality services to existing clients;
Achieves individual goals and revenue targets
Entertains inquiries from clients and agents and coordinates them with the concerned departments to immediate resolutions;
Prioritizes important requests from clients/partners;
Reviews and attends to emails requests from clients and partners;
Computes rates and request renewals from clients
Analyzes claims issues before acting on them;
Releases renewal notices to dealers and clients;
Prepares sales productivity report and submits to Sales Assistant Manager for perusal;
Recruits, trains, and supports handled Distributor Client

QUALIFICATIONS:
Bachelor's degree in Business Administration, Management, or a related field.
At least 2-3 years background or experience in non-life insurance.
Strong understanding of the industry, products, and services offered by the organization.
Customer-focused mindset with a commitment to delivering exceptional service.
Strong problem-solving and decision-making abilities.
Computer literacy and familiarity with relevant software applications.
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