Sales & Policy Services Associate (Non Life Insurance_CDO)

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.

• 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

With WFH capability (strong internet connection / laptop / desktop pc)