Insurance Coordinator

Peak Motors Phils., Inc.; Manila; On-site; PHP 246,000 - 357,000; Full time

Benefits offered by this job

Health Maintenance Organization (HMO)

Job summary

A leading insurance firm in Manila seeks a professional to manage insurance operations effectively. The role involves overseeing a team of insurance agents, ensuring compliance with company policies, and processing renewals in a timely manner. Ideal candidates should have experience in operational management and a keen eye for improving workflows. This full-time position offers opportunities for professional development within a dynamic environment.

Qualifications

• Bachelor's degree is required.
• 1-3 years of relevant experience.
• On-site role in Manila, full-time employment.

Responsibilities

• Ensures accurate and timely processing of monthly renewal allocations.
• Recommends workflow improvements and monitors work processes.
• Overseeing the whole team of insurance agents on their day-to-day operation.
• Coordinate with call center, collection, IT, HR, and other departments for seamless operations.
• Manage requisitions for insurance-related supplies and system updates, ensuring proper documentation.

Education

Bachelor's degree

Job description

Job Description

On-site - Manila 1-3 Yrs Exp Bachelor Full-time

Insurance Health & Wellness

HMO

Responsibilities

• Ensures accurate and timely processing of monthly renewal allocations, policy issuance, and transmittals in coordination with relevant departments.
• Ensures adherence to company policies, standard operating procedures, and industry regulations.
• Recommends workflow improvements and monitors work processes to enhance efficiency.
• Coordinates with the call center, collection, IT, HR, and other departments for seamless operations.
• Manages requisitions for insurance-related supplies and system updates, ensuring proper documentation and record-keeping.

Job Tasks and Requirements

Insurance Renewal Processing of Agents

• Overseeing the whole team of insurance agents on their day-to-day operation, including their daily calls, follow-ups, daily production of renewals.
• Guiding and developing skills to ensure high-quality service delivery
• Monitors the individual monthly target, provide feedback, and identify training and development for Insurance Sales Representatives/Agent.
• Create and maintain reports, including per Bank Allocation to Agents
• Monthly Production Report
• Monthly Sales Performance per Bank Allocation every 10th of the following month.
• Observation Report of Competitors
• Proper allocation of bank per Insurance Sales Representatives/Agent.
• Implementation of Sales Quota after proper evaluation of Bank Allocation to Sales Agent
• Track performance evaluation of sales agent every 2 months
• Monitor premium allocations and commission disbursements to ensure accuracy.
• Facilitate seamless communication between insurance sales agents, finance, and collection teams.
• Ensure timely submission of insurance-related financial reports, including sales performance and unposted policies.
• Address and resolve operational concerns related to policy issuance, collections, and claims.
• Implement improvements for workflow efficiency.

Regulatory Compliance & Administrative Support

• Ensure adherence to company policies and regulatory requirements in all insurance-related processes.
• Maintain and organize proper documentation for audits and compliance checks.