Insurance Associate (Reliever)

Toyota Pasong Tamo, Inc.; Taguig; On-site; PHP 360,000 - 420,000; Full time

Job summary

Toyota Pasong Tamo, Inc. is seeking a role focused on growing the non-motor insurance portfolio in Metro Manila. You will find prospect customers for non-motor insurance, gather information, and build your own account portfolio while coordinating with the team and insurance partners.

Additionally, you will perform KYC to comply with laws, create positive customer experiences to drive multi-product sales, share insights with the team, and assist in accounts receivable monitoring for the portfolio.

Responsibilities

• Finds prospect customers for non-motor insurance by gathering customer information; builds own account portfolio.
• Serves as point of contact throughout the customer lifecycle (pre-sales to after-sales) to fulfill customer requirements; collaborates with the team and insurance partners
• Executes the KYC (Know Your Customer) process for customers in own account portfolio in compliance with legal/regulatory requirements
• Generates positive customer experiences with the goal of generating multi-product and repeat customers
• Contributes to building the team's knowledge base of markets, products, and customer profiles
• Provides data on own account portfolio for aggregation to management reports
• Assists the accounting team with monitoring accounts receivable from customers within the account portfolio

Job description

• Finds prospect customers for non-motor (e.g., Travel, General Accident, Fire, Marine Cargo, Liability, Bonds, etc.) insurance by gathering customer information, both existing and new; builds own account portfolio

• Serves as point of contact throughout the customer lifecycle (pre-sales to after-sales) to fulfill customer requirements; collaborates with the team and insurance partners

• Executes the KYC (Know Your Customer) process for customers in own account portfolio in compliance with legal/regulatory requirements

• Generates positive customer experiences with the goal of generating multi-product and repeat customers

• Contributes to building the team's knowledge base of markets, products, and customer profiles

• Provides data on own account portfolio for aggregation to management reports

• Assists the accounting team with monitoring accounts receivable from customers within the account portfolio