Client Servicing Associate

6 days ago

Pasig, National Capital Region, Philippines Gallagher Full time ₱900,000 - ₱1,200,000 per year

Sales and Marketing/ Account Management

  • Follow through with Insurer on policy issuance/ endorsement request.
  • Review the terms and conditions in issued policy/ endorsement versus placing slip or request.
  • Book policy/ endorsement in SAIBA system on the day it is received and prepare for immediate superior signature.
  • Transmit policy/ endorsement with our billing to client within 7 days from clients' advice.
  • Send transmittal/ collection email.
  • Remind clients of policies due for renewal four months ahead based on Renewal List. Renewal activity must start 120 days prior to expiry.
  • Prepare renewal proposals for immediate superior's perusal and sign off prior al sending to clients.
  • Follow through on clients' renewal advice and send placing advise to insurer after receipt of clients' renewal advice. Account must be renewed at least one month prior to expiry.Renewal Policy and billing must be transmitted to client within 7 days from clients' renewal advice.
  • Transmit and receive documents and log accordingly
  • Assist clients with their other needs and respond to their queries
  • Facilitate claims of accounts and monitor status versus agreed TAT by coordinating with the Claims Officer.
  • Keep an updated masterlist of accounts (i.e. employee listing, property listing, vehicle listing).
  • Monitor receivables from transmitted billings and work closely with Collection Staff for collection of account within 30 days from renewal/inception for regular corporate
  • Upon policy issuance/delivery for individual accounts and on agreed dates for installment policies.

Administration

  • Encoding data in SAIBA System and updating monitoring forms
  • Organize a filing system to make the documents (e-file &/or scanned copy and hard copy) easier to access

Client Engagement

  • Ensure accurate and proper documentation, as well as seamless/smooth transition of newly acquired clients (penetration accounts), to marketing/business development teams, with coordination for regular servicing, adhering to turn-around-times as prescribed by operations;
  • Make self available for client inquiries, orientations, and other similar issues, when and where applicable

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