Qualifications1. College GraduateHaving group insurance experience, skills and/or previous enrollment on group insurance seminars are advantageous;Having LOMA units is an advantage ORHaving post-graduate units is an advantage2. Experience & skills in presenting to, dealing and negotiating with people of different types, stature, and nationalities.Excellent in business correspondenceHas command on the English Language3. Willing and able to render work and/or attend meetings and presentations beyond office hours everytime the need arises with:Sales and marketing experience and skills in group insurance, HMO and Employee Benefits Programs.Customer relationships management; channels of distribution; account management experience and skills.Valid driver's license4. Creative; can come up with own new and innovative ideas to help attain assign goals.5. Has initiative, requires fewer supervisions.FunctionsEnsure attainment of Team Direct goals:1. Project Management:Draw and execute plans to achieve First Year Premium and Renewal Premium Goals - Identify 'Direct' market-prospects - Analyze competitors existing program or competitors' respective offer and provide well-designed counter-offer - Provide insights to the Actuarial Team to come up with better quotes - Progressively manage presentation template for 'Direct' prospects2. At the very least, ATTAIN First Year Premium GOAL each calendar year:Conduct progressive marketing research to ensure the competitiveness of our proposals Come up with proposals that will best respond to the needs of the prospects/clientsStudy each proposal vis-a-vis competition and establish, present better options; - Analyze the benefits vis-a-vis competitors' offers - Design schedules of benefits that will meet the clients' needs and budgetary considerations - Determine profitability to each prospect's accountConduct presentations to prospects/clientsCome up with own implementable projects to ensure attainment of individual and team goals.Come up with new, innovative implementable ideas to address concerns arising from quoted rates that are considered high by prospects/clientsProvide Group Advisory Committee (GAC) marketing intelligence reports that will enable GAC: - To render decisions related to closing a specific account and/or - To enable AsianLife to profitability deal with competition head on3. At least MAINTAIN each calendar year's required Renewal Persistency Ratio:Ensure timely issuance of renewal rates-confirmation to assigned existing Direct AccountsEnsure AsianLife gets timely renewal inputs from Direct accounts to ensure AsianLife is able to address competition or demands of Direct accountsAs needs arise, makes representations to Group Advisory Committee (GAC) on behalf of Direct prospects/accounts to requests either improvement on the initial renewal rates increase and/or agreement on the improvement of Schedule of Benefits and Similar matters to ensure renewal - Ensure that GAC is made aware of the renewal-concerns of assigned accounts and provide relevant information that will enable GAC to render appropriate and timely decision(s) to ensure renewal of account(s)4. Account Management - Customer Relationship ManagementConduct regular visits to clients: - Solicit information related to service deliver-concerns to ensure immediate resolution - Involve Customer Advocacy Team to conduct coordination among AsianLife teams to timely resolve issues and concerns - Ensure Direct Accounts' respective Service Level Agreements (SLA) Monitors are observed - Provide 'Direct' corporate clients Claim Utilization Reports (CUR) to provide timely inputs on the profitability of the account; thus, giving the clients how the renewal picture would beAttend to day-to-day account management needs of 'Direct'corporate clients: - For 'special accounts; ensure the orderly implementation of new businesses by involving all departments respective head(s) in the timely and accurate delivery of all new business-deliverables - Liaise between concerned teams in AsianLife to resolve issues or concerns that will affect customer satisfactionPersonally attend to VIP's on their benefits availment concerns and specific individuals requiring special attention - Coordinate all concerns departments involved in the timely and accurate of expected/neede serviceSpecifically, handle matters that require high-level intervention to ensure concerns is immediately addressed - If needed, makes an immediate recommendation for accommodations that require top management approvals - Involve Customer Advocacy Team and the rest of AsianLife teams in the immediate resolution of issues and concerns.Ensure timely remittance of First Year Premium Income - Ensure that Underwriting and Billing Teams are timely and accurate in their respective efforts in coming up with the initial Statement of Account.Participate in the timely collection of Renewal Premium5. Other functions:Accurately and timely delivery on all Marketing-related matters that are assigned on top of the usual Marketing functions enumerated aboveLead or participate in the successful conduct of projects, endeavors that may be assignedEnsure accuracy, availability, and maintenance of Team Direct Marketing Activity - Progress Report (s)Projects that will be assigned to ensure FYP and Renewal Premium Goals as well as the other Group Insurance Division's tasks objectives.
Etiqa Life and General Assurance Philippines, Inc. or Etiqa Philippines (via AsianLife and General Assurance Corporation) has been in the industry for over 40 years, and has built a solid reputation for fast, prompt and reliable service supported by over 1,400 accredited hospitals and clinics nationwide, with 25,000 doctors, and a 24/7 in-house call center.Etiqa Philippines offers Group Life, Non-Life, and Retail (Individual) products that cater to protection, savings, insurance, and investment needs for various segments in the Philippines. It has a wide range of products, which includes endowment, term, education, investment-linked, and medical insurance for Life while the Non-Life range includes Personal accident, Fire, Motor, Aviation, Fleet Management, and engineering policies. These products are offered and available through multiple distribution channels including Brokers, Agents, Partners, and online via www.etiqa.com.ph as well as Bancassurance partnership with Maybank Philippines.The new Identity of Etiqa Philippines is expected to drive the company’s shift from mainly a Group Insurance provider for the past 40 years, to a Retail Insurance provider and eventually a leading insurance company in the Philippines in years to come.
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