Motorcycle Insurance Sales Coordinator
9 hours ago
Preferred Background:
- Experience in the 2W (motorcycle) industry or sales is an advantage
- Tech-savvy and comfortable using mobile devices
- Must not have been employed by any SBFI-partnered dealer within the last 1 year (see list below)
Special Requirements:
- Must own a motorcycle and possess a valid driver's license (Non-Pro or Professional)
Must have the following pre-employment documents ready:
NBI Clearance
- Medical Certificate (Fit to Work)
- Diploma
- TOR / Form 137
- Certificate of Completion (COC) or Certificate of Employment (COE)
Note: Qualified employees may avail of the MotorsikLOAN (motorcycle loan) benefit after completing six (6) months of service.
Job Description
Primary Responsibilities:
- Assist walk-in and scheduled applicants in the MotorsikLOAN program
- Meet and exceed assigned sales targets
- Conduct field credit investigations and submit reports within prescribed standards
- Monitor customer payments for the first three installments
- Conduct KYC verification, validate customer IDs and signatures, and facilitate contract signing during loan release
- Ensure accurate and complete submission of loan and dealer documents within the day or next day
- Submit loan folders for safekeeping in proper order and on schedule
- Provide status updates on loan applications to dealer partners
- Conduct customer briefings during unit release and loan signing
- Maintain and strengthen business relationships with assigned dealers
Customer Service Focus:
- Assist customers with loan-related inquiries and applications
- Coordinate with dealer partners to provide timely updates and ensure smooth transaction flow
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