Account Assistant

2 weeks ago

Makati City, National Capital Region, Philippines Federal Phoenix Assurance Company, Inc Full time ₱150,000 - ₱250,000 per year

FPG Insurance has built an enviable reputation for developing customer insights that support the creation of relevant commercial and individual insurance products and solutions.

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.

What you'll do:

  • 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

What you need to have:

  • 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

Job Types: Full-time, Permanent, Fresh graduate

Work Location: In person

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