Account Assistant

2 weeks ago


Makati City, National Capital Region, Philippines FPG Insurance Full time

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Talent Management & Acquisition Lead @ FPG Insurance | People and Culture I HR Systems I Psychology

Over a century of entrepreneurial experience in the Asia Pacific region, aligned with our Swiss & Asian Heritage.

Established in 1958 by the Zuellig Group of Companies, FPG Insurance has built an enviable reputation for developing in-depth customer insights that support the creation of relevant, comprehensive insurance products across Asia, for both business and individuals alike.

FPG Insurance maintain powerful alliances with global institutions, that when coupled with our strong position across the Asia Pacific region, provides intelligently structured solutions for the Asian insurance market.

Backed by the Zuellig Group of Companies and coupled with our experienced and talented professional teams, we are experts in the implementation of bespoke insurance and risk management solutions for our customers.

FPG Insurance is the trusted name in the provision of general insurance solutions in Asia.

About the role:

  • Checking of completeness and consistency of information in KYC forms and other forms/documents that form part of the sales documents
  • Encoding of data into our existing systems for documentation
  • Handling Policy Issuance for motor programs and any other service for sales in this category and efficient coordination with Business Center for other policy issuance for monitoring and release
  • Workflow issuance for above the authorize limit and coordination with BC for if the policy is returned, disapproved or posted
  • Validation of renewal account
  • Servicing functions involve receipt of document/transmittal to proceed with initial steps to NB/RN
  • Utilization of digital apps such as PIT, Workflow and CARE for policy issuance and posting
  • Recording and filing of documentation support for new business submitted by the ADOs as well as Renewal of existing policies
  • Policy Delivery with Proof of Receipt as assistance to ADOs through the assistance of Admin
  • Communication and coordination of Claims Status
  • To assist in the following service requests: New Business, Endorsement, Policy Renewal, Renewal Notices, Printing of Hard Copy and transmittal, Sending of policy e-copy and Policy Cancellation
  • Delivery and tracking of Bank Certificates until delivery and acceptance by the bank

Qualifications:

  • Bachelors degree holder of any 4-year business-related course
  • Fresh graduates are encouraged to apply
  • Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
  • Strong interpersonal and negotiation skills
  • Excellent written and verbal communication skills
  • Detail-oriented
  • Customer-focused
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Management and Manufacturing
  • Insurance
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