Sales Support Assistant

Job description:

The Sales Support Assistant (Review & Performance Evaluation) is responsible in providing operational support to the Branch Business Group and Head Office Sales units.

• Prepares Producer's Quality Assessment (PQA) report quarterly which include results of their production, loss ratio, collection turnover, renewal persistency and cancellation percentage. Computes for agent's individual PQA grade based on their results and rating . Recommends suspension of codes for those agents with failing grade, otherwise, BM has to submit plan or recommendation to improve agent's performance.
• Makes initial review of all licensed agents qualified for HMO benefits and send it to branches for their review and recommendations.
• Updating Producer's Profile based on classification of their GPW (compliant, millionaire, etc.), recruited year, age, education, etc.
• Computes Contingent Profit Commission (CPC) of all license agents and send it to the branches for their discussion with their agents. Recommends deduction of overdue accounts and coordinates with branches and Collection for final disposition of accounts.
• Prepares Production report per month that will be used for Marketing (featured Products) and compliant reports.
• Coordinates with Marketing Department for qualified agents for the Featured Products of the month.
• Prepares and submits monthly reports of Renewal Persistency and Compliant Report to Strategic Planning.
• Assists on the producers data requirements of Agency Training and Development.
• Create ID and Calling card template and forward to HR/Admin for printing request.
• Prepares and submits other statistical report that may be required by the immediate superior, Regional and Division Heads, and Branch Heads from time to time.

Qualifications:

• Graduate of any business related 4-year courses.
• Preferably with at least 1- or 2-years' experience in the same function

Hybrid work schedule

About Cocogen Insurance, INC.

Cocogen is an employer that provides equal opportunities and is dedicated to fostering a diverse workplace. All qualified candidates will be considered without discrimination based on race, color, religion, gender, national origin, age, disability, sexual orientation, gender identity or expression, or any other characteristic that is legally protected.

Cocogen has consistently been among the country's top ten general insurance companies, an industry with over 50 players.

Established in January 1963 as Allied Guarantee Insurance Company, Inc., the company built a solid reputation in the general insurance landscape in the country. By 1989, it had been wholly owned by United Coconut Planters Life Assurance Corporation (Cocolife) and became the non-life insurance company arm of the UCPB Financial Services Group. In 2019, the company took another step forward and rebranded itself as Cocogen Insurance to synergize more with Cocolife.

Cocogen offers a wide array of quality and innovative insurance solutions designed to protect everything a Filipino values, from tangible, hard-earned assets such as your home, business, and your car, to something as priceless as your loved ones and yourself.

Our six decades of distinctive leadership and commitment to the industry have earned the trust and loyalty of our clients, which range from prominent multinational companies to business leaders in manufacturing, service, wholesale, and retail merchandising.

Currently, Cocogen has more than 25 fully-operated branches and offices located in key cities and localities nationwide, all with the shared goal to be your trustworthy partner by providing simple and innovative products and excellent services with a heart.

Job Type: Full-time

Pay: From Php15,100.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Preferred)

Work Location: In person