SALES & POLICY SERVICES ASSOCIATE

• 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.

MAJOR DUTIES AND RESPONSIBILITIES

• 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.
• 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.
• Reviewing all the insurance policy paperwork and verifying the details.
• Based on the inputs from the Underwriter, generating the final insurance policy.
• Perform other functions that may be assigned from time to time.

• Computer literate (word, excel powerpoint)
• With non life insurance background, preferred but not required
• Good communication skills
• Willing to work onsite everyday
• Willing to go overtime as and when needed
• Fast learner, good attention to details and team player
• Results oriented and mindful of deadlines
• Stable internet connection at the place of residence is required.