sales support assistant

5 days ago

Ortigas, Philippines Cocogen Insurance, Inc. Full time

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

  • Prepares Producer's Quality Assessment (PQA) report quarterly, which includes results of their production, loss ratio, collection turnover, renewal persistency, and cancellation percentage. Computes the agent's individual PQA grade based on their results and rating. Recommends suspension of codes for those agents with failing grades; otherwise, BM has to submit a plan or recommendation to improve the agent's performance.
  • Makes initial review of all licensed agents qualified for HMO benefits and sends 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 sends it to the branches for their discussion with their agents. Recommends the deduction of overdue accounts and coordinates with branches and Collection for the final disposition of accounts.
  • Prepares Production report per month that will be used for Marketing (featured Products) and compliant reports.
  • Coordinates with the 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 with 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 reports 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, Accounting Information System, and Financial Management
  • Preferably with at least 1- or 2-years' experience in the same function

Hybrid work schedule

Job Type: Full-time

Pay: From Php15,500.00 per month

Benefits:

  • Additional leave
  • Company Christmas gift
  • Company events
  • Paid training
  • Promotion to permanent employee
  • Work from home

Work Location: In person

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