Qualifications4-year College GraduateKeen on detailsAdministrative and customer service skillNEW BUSINESSCalculates New Business amount covered and ratesCalls the Marketing Professional for interview and verification regarding the invoice.Accurately encodes the motor policyDistributes motor policies to Marketing Professional or Client after the issuanceExplains the details of the policy with the client, specifically the deductible during claims and the necessary instructions regarding accident reports and documents.Computes and gives the best quotation to close the motor insurance saleManually creates monthly sales reports and several other reports required by the dealerRENEWALSWith permission, communicates and remind the clients regarding the expiry of their policy.
- Computes and gives motor insurance quotations to the clients
- Issues policies when the motor insurance sale is closed
- Sends the renewed motor policy to the clients and the bank (if under mortgaged)
- Advise them the payment process for the motor insurance premium :
1. either through Metrobank using the account number of the dealer2.
giving them an allowance of 90 to 120 days in payment of their premium3.
they can send any representative to pay and pick up the policy on their behalf
- Explains to the client regarding ending on their plate number if they want to match their policy coverage duration
- After closing the sale to the client advises them on the flow and coverage of the policy.
- Creates monthly renewal reports submitted to the dealer and accounting of AXA
CLAIMS (assistance extended to Claims Dept) Assists the clients during claims.
- Advises them on the requirements and fill up the VARF.
- Checks if the claims documents are complete.
- Explains with the client regarding the amount they are going to pay after the repair of the vehicle.
- Advises claimants the status of LOA
- Reaches out with the client when the LOA is ready or if there are still pending documents
- Provides updates to the client on claims related issues and concerns
- If necessary, provides the clients with the contacts of the estimator and who s / he needs to follow up in the repair
- Proactively follows-up claims and management if claims TAT is not going to be met
- Salary
- Php16,000.00 per month
- Benefits
- Health insurance
- Life insurance
- Opportunities for promotion
- Pay raise
- Promotion to permanent employee
Schedule :
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types :
- 13th month salary
COVID-19 considerations :
Preventive measures include physical or social distancing, covering coughs and sneezes, hand washing.
The use of face masks or coverings has been recommended in public to minimize the risk of transmission.
Ability to commute / relocate :
- Makati City : Reliably commute or planning to relocate before starting work (required)