Dealer Coordinator

4 weeks ago


Makati City, National Capital Region, 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 Professional or Client 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 motor insurance sales.


• Manually creates monthly sales reports and other reports required by 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 through Metrobank and allowances of 90 to 120 days, and the possibility of sending representatives 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 monthly renewal reports for the dealer and AXA accounting.

Claims (Assistance to Claims Department)


• Assists clients during claims processes.


• Advises on requirements and assists in filling out the VARF.


• Checks completeness of claims documents.


• Explains client obligations regarding deductibles and betterment shares, especially for vehicles over three years old.


• Updates clients on LOA status.


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


• Provides updates on claims issues and concerns.


• Shares contact details of estimators and repair follow-up contacts if needed.


• Follows up proactively if claims TAT is at risk of not being met.

College Graduate

About the company

AXA SA is a French multinational insurance firm.

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