
Dealer Coordinator
4 weeks ago
• 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.
• 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.
• 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 companyAXA SA is a French multinational insurance firm.
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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 professionals or clients after issuance.• Explains policy details to clients, including deductibles during claims and necessary...
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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...
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