Dealer Coordinator

3 days ago

Makati, Philippines AXA Full time

• Calculates new business amount covered and rates.

• Calls the marketing professional for interview and verification regarding the invoice.

• Accurately encodes the motor policy.

• Distributes motor policies to marketing professionals or clients after issuance.

• Explains policy details to clients, including deductibles during claims and necessary instructions for accident reports and documents.

• Computes and provides the best quotation to close motor insurance sales.

• Manually creates monthly sales reports and other required reports for the dealer.

Renewals

• With permission, communicates with clients to remind them of policy expiry.

• Computes and provides motor insurance quotations to clients.

• Issues policies upon sale closure.

• Sends renewed policies to clients and banks (if mortgaged).

• Advises clients on payment processes, including options via Metrobank, allowing 90-120 days for payment, and the possibility of sending a representative for payment and policy pickup.

• Explains policy coverage duration matching with plate number if desired.

• Advises clients on policy flow and coverage after sale closure.

• Creates and submits monthly renewal reports to the dealer and AXA accounting.

Claims (Assistance to Claims Department)

• Assists clients during claims processes.

• Advises on requirements and helps fill out the VARF.

• Checks completeness of claims documents.

• Explains deductible and betterment share costs, especially for vehicles three years old and above, after repairs.

• Informs claimants about LOA status.

• Coordinates with clients when LOA is ready or if documents are pending.

• Provides updates on claims issues and concerns.

• Provides contact information of estimators and follow-up procedures for repairs when necessary.

• Proactively follows up on claims to meet turnaround time (TAT) targets.

College Graduate.

About the company

AXA SA is a French multinational insurance firm.

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