Sales & Policy Services Associate

2 weeks ago

Cagayan de Oro, Northern Mindanao, Philippines Fortune General Insurance Corporation Full time ₱192,000 - ₱240,000 per year

JOB SUMMARY

The Sales & Policy Services Associate provides support in the implementation of Marketing strategies and Sales programs designed to achieve the goals of the business unit.

MAJOR DUTIES AND RESPONSIBILITIES

  • Entertains telephone inquiries and request of clients/ agents/ assigned brokers.

  • Coordinates delivery of policies and other related documents to Admin Department.

  • Compute premium for quotation and prepare proposal for review and approval of Marketing Supervisor.

  • Prepare request for Action (PAR) for policies, endorsements.

  • Prepares inspection request as needed or required.

  • Ensures that all information for policy preparation are accurate and properly noted down.

  • Receive and sort incoming correspondences and documents.

  • Maintain an effective system of filing and keeping of records.

  • Follow up and monitor renewal of assigned accounts.

  • Coordinates with underwriting on rates, terms & conditions applicable to accounts.

  • Accompanies immediate superior during client visitation from time to time.

  • Actively participate in the preparation and implementation of Marketing programs and events.

  • Perform other functions that may be assigned from time to time.

Requirements:

Preferably with experience in Non-Life Insurance Industry

Willing to start immediately

With WFH capability (strong internet connection / laptop / desktop pc)

Job Type: Full-time

Pay: Php14, Php16,000.00 per month

Benefits:

  • Company Christmas gift
  • Employee discount
  • Health insurance
  • Life insurance
  • Promotion to permanent employee

Ability to commute/relocate:

  • Cagayan de Oro City: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Fill-up the pre-qualifying questionnaire :

Education:

  • Bachelor's (Preferred)

Experience:

  • Sales and Marketing Manager: 1 year (Preferred)

Language:

  • English (Preferred)

Work Location: In person

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