Dealer Coordinator

2 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 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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