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Dealer Coordinator

4 weeks 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 instructions for accident reports and documents.

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

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

Renewals

• With permission, communicates with clients and reminds them of policy expiry.

• Computes and provides motor insurance quotations to clients.

• Issues policies upon closing the sale.

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

• Advises clients on payment processes, including options through Metrobank, payment allowances, and representatives.

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

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

• Creates monthly renewal reports for 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 claim documents.

• Explains the client’s payment obligations post-vehicle repair, including deductibles and betterment shares for vehicles over three years old.

• Updates clients on LOA status.

• Reaches out when LOA is ready or if documents are pending.

• Provides claims updates and addresses client concerns.

• Provides contact information of estimators and follow-up contacts for repairs if necessary.

• Proactively follows up on claims to meet TAT targets.

College Graduate

About the company

AXA SA is a French multinational insurance firm.

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