Sales & Policy Services Associate (CDO_Non-Life Insurance)

1 week ago

Cagayan de Oro, Northern Mindanao, Philippines Fortune General Insurance Corporation Full time ₱400,000 - ₱600,000 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

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