Sales Development Analyst

1 day ago

Tacloban City, Eastern Visayas, Philippines CLIMBS Life and General Insurance Cooperative Full time $40,000 - $80,000 per year

Support CAC Operations of Partner Coops

  • Regularly travel to partner cooperatives to assist in implementing and maintaining CACs.
  • Address issues related to CAC setup, compliance with MOA and manuals, and day-to-day operations.

Sales of Non-Life Products

  • Promote and sell non-life insurance products to partner cooperatives and their members.
  • Provide product orientation, explain benefits, and assist in policy applications.

Training and Systems Support

  • Conduct on-site, hands-on training on life and non-life systems, reporting, remittance procedures, and use of IT tools, in close coordination with the IT team.

Monitoring and Reporting

  • Visit partner coops to track CAC production, unpaid premiums, and policy renewals.
  • Collaborate with CAC In-Charges in generating and validating monthly production reports.

Coordination and Communication

  • Field coordination with partner coops while liaising with internal departments (Operations, Marketing, etc.).
  • Manage CAC area email communications and facilitate CAC-related events and requirements.

Administrative and Logistical Duties

  • Provide support in planning, budgeting, and implementation of CAC programs.
  • Ensure proper documentation, logistics, and compliance of partner coops.

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