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Dealer Coordinator

4 weeks ago

Makati, Philippines myGwork - LGBTQ+ Business Community Full time

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This job is with AXA Investment Managers, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Duties And Responsibilities
NEW BUSINESS

  • 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 Professional or Client after the issuance
  • Explains the details of the policy with the client, specifically the deductible during claims and the necessary instructions regarding accident reports and documents.
  • Computes and gives the best quotation to close the motor insurance sale
  • Manually creates monthly sales reports and several other reports required by the dealer
RENEWALS
  • With permission, communicates and remind the clients regarding the expiry of their policy.
  • Computes and gives motor insurance quotations to the clients
  • Issues policies when the motor insurance sale is closed
  • Sends the renewed motor policy to the clients and the bank (if under mortgaged)
  • Advise them the payment process for the motor insurance premium:
  • either through Metrobank using the account number of the dealer
  • giving them an allowance of 90 to 120 days in payment of their premium
  • they can send any representative to pay and pick up the policy on their behalf
  • Explains to the client regarding ending on their plate number if they want to match their policy coverage duration
  • After closing the sale to the client advises them on the flow and coverage of the policy.
  • Creates monthly renewal reports submitted to the dealer and accounting of AXA
CLAIMS (Assistance extended to Claims Dept)
  • Assists the clients during claims.
  • Advises them on the requirements and fill up the VARF.
  • Checks if the claims documents are complete.
  • Explains with the client regarding the amount they are going to pay after the repair of the vehicle (deductible and betterment share in case the vehicle is already three years old and above).
  • Advises claimants the status of LOA
  • Reaches out with the client when the LOA is ready or if there are still pending documents
  • Provides updates to the client on claims related issues and concerns
  • If necessary, provides the clients with the contacts of the estimator and who s/he needs to follow up in the repair
  • Proactively follows-up claims and management if claims TAT is not going to be met
College Graduate
Please visit for more information.
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing. Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Investment Management

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