Job Qualifications:
• 4-year College Graduate
• Keen on details
• Administrative and customer service skill
Job Description:
NEW BUSINESS
• Calculates New Business amount covered and rates
• Calls the Marketing Professional for interview and verification regarding the invoice.
• Accurately encodes the motor policy
• Distributes motor policies to Marketing Professional or Client after the issuance
• Explains 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 sale
• Manually creates monthly sales reports and several other reports required by the dealer
RENEWALS
• With 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 dealer
2. giving them an allowance of 90 to 120 days in payment of their premium
3. 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 (deductible and betterment share in case the vehicle is already three and above).
• 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