Account Assistant

1 week ago

Makati City, National Capital Region, Philippines FPG Insurance Full time ₱80,000 - ₱120,000 per year

ull job description

Over a century of entrepreneurial experience in the Asia Pacific, aligned with our Swiss & Asian Heritage.

Established in 1958 by the Zuellig Group of Companies, FPG Insurance has built an enviable reputation for developing in-depth customer insights that support the creation of relevant, comprehensive insurance products across Asia for both businesses and individuals alike.

FPG Insurance maintains powerful alliances with global institutions that, when coupled with our strong position across the Asia Pacific region, provide intelligently structured solutions for the Asian insurance market.

Backed by the Zuellig Group of Companies and coupled with our experienced and talented professional teams, we are experts in implementing bespoke insurance and risk management solutions for our customers.

FPG Insurance is a trusted name in providing general insurance solutions in Asia.

Job Summary:

This position is responsible for assisting the Account Officer in the daily account management responsibility for each assigned accounts or brokers. Most tasks are administrative in nature but are significant in ensuring appropriate services to clients are provided regularly.

Key Responsibilities:

  • Releases policies based on agreed Turnaround Time (TAT)
  • Monitors renewal list
  • Send out renewal notices to clients/ brokers
  • Reviews quotations and approvals prior to issuance of the policy
  • Assists direct clients' request for quotation
  • Follows up issuance of quoted accounts
  • Processes premium refunds when policy is cancelled and follows up check releasing
  • Email/call clients for unpaid premiums
  • Prepares delivery receipts for Mailing Center

Requirements:

  • Graduate of Bachelor's degree of any business-related course.
  • Fresh graduate or at least with less than a year of experience in the non-life insurance industry handling sales and/or underwriting
  • Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
  • Proactive, shows initiative, resourceful, adaptable, and has a sense of urgency
  • Able to multi-task in order to successfully handle multiple accounts

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