Insurance Coordinator

Autoprotect Insurance Agency and Services Inc.; Quezon City; On-site; PHP 223,200 - 334,800; Full time

Job summary

A leading insurance agency in Quezon City is looking for a Coordinator to manage client interactions, policy issuance, and claims processing. The ideal candidate has a strong background in customer service, excellent communication skills, and proficiency in office software. This role requires a high school diploma and at least a year of experience in a similar field. Join a dynamic team focused on delivering exceptional client support.

Qualifications

• 1 year of experience in an insurance or administrative role.
• Experience in the insurance industry is a plus.

Responsibilities

• Ensure smooth communication and workflow between clients and account officers.
• Handle incoming and outgoing calls to assist clients with inquiries.
• Process and release insurance policies based on client requests.
• Guide clients through the claims process.
• Notify clients of upcoming policy renewals.

Skills

Basic knowledge of insurance products

Strong organizational skills

Excellent communication skills

Ability to handle multiple tasks

Proficiency in Microsoft Office Suite

Education

High school diploma or equivalent

Associate's or Bachelor’s degree in Business Administration or Insurance

Tools

Microsoft Office Suite

Insurance management software

Job description

Coordination Responsibilities

• Act as an all-around coordinator, ensuring smooth communication and workflow between clients, account officers (AO), and other relevant parties.
• Maintain organized records and documentation for efficient processing of requests and transactions.

Client Communication & Support

• Group Chat (GC) Assistance: Monitor and respond to client inquiries in designated group chats, providing timely updates and addressing concerns.
• Phone Calls: Handle incoming and outgoing calls to assist clients with inquiries, policy details, claims, and other concerns.
• Client Communication: Ensure clear and professional communication with clients regarding policy issuance, claims assistance, and banking-related matters.

Policy Issuance & Claims Processing

• Issue Insurance Policies: Process and release insurance policies based on approved quotations and client requests.

Online & Offline

• Claims Assistance: Guide clients through the claims process, ensuring proper documentation and timely submission.
• Policy Renewal Notices: Send renewal reminders to clients, ensuring continuity of coverage and addressing any concerns.

Bank Documentation & Transactions

• Send Bank-Related Documents: Prepare and submit necessary banking documents related to insurance transactions.
• Manage Bank Copy Dispatch & Delivery: Ensure proper handling and delivery of bank copies for insurance policies and related transactions.
• Online and Offline submission

Account Officer (AO) Concerns & Coordination

• Tandem System: Work closely with account officers to ensure seamless coordination in policy issuance, claims processing, and client communication.
• Reporting & Feedback: Provide regular updates and reports to account officers regarding client concerns, policy status, and claims progress.

ISO Preparation & Premium Computation

• Preparing ISO: Ensure compliance with ISO standards in documentation and processing.
• Compute Gross and Net Premiums: Use the system to accurately calculate premiums for insurance policies.

System Utilization & Formal Quotations

• Use System: Navigate and utilize the designated system for policy issuance, premium computation, and documentation.
• Make Formal Quotations: Prepare and submit formal quotations based on client requests and underwriting guidelines.
• Request & Issue Policy: Process policy requests and ensure timely issuance.

Renewal & Contact Management

• Send Renewal Notice: Notify clients of upcoming policy renewals and assist with necessary documentation.
• Contact Person Directory: Maintain an updated directory of key contacts for efficient communication and coordination.

Education

• High school diploma or equivalent (required).
• Associate's or Bachelor’s degree in Business Administration, Insurance, or a related field (preferred).

Experience

• 1 years of experience in an insurance or administrative role, preferably in a customer service or coordinator capacity.
• Experience in the insurance industry (auto, home, life, etc.) is a plus.

Skills

• Basic knowledge of insurance products, policies, and claims processes.
• Strong organizational skills and attention to detail.
• Excellent communication skills, both verbal and written.
• Ability to handle multiple tasks and prioritize efficiently.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and experience with insurance management software (e.g., AMS, Epic, or similar platforms).