Insurance Policy & Sales Services Specialist

Fortune General Insurance Corporation

Davao City

On-site

PHP 240,000 - 360,000

Full time

14 days+

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Job summary

Fortune General Insurance Corporation in Davao City, Philippines, seeks a Sales & Policy Services Associate to support Marketing strategies and Sales programs, ensuring timely policy delivery and accurate documentation.

Responsibilities include handling client/agent inquiries, coordinating policy delivery, computing premiums for quotations, preparing proposals and endorsements, and assisting with marketing events.

Responsibilities

Entertains telephone inquiries from clients, agents, and brokers.
Coordinates delivery of policies and documents to Admin Department.
Compute premiums for quotation and prepare proposals for review.
Prepare requests for Action (PAR) for policies and endorsements.
Prepare inspection requests as needed.
Ensure policy information is accurate and properly noted.
Receive and sort incoming correspondences and documents.
Maintain filing and record-keeping system.
Follow up and renew assigned accounts.
Coordinate with underwriting on rates, terms, and conditions.
Accompany supervisor during client visits.
Assist in planning and executing Marketing programs and events.
Perform other duties as assigned.

Job description

Responsibilities include handling client/agent inquiries, coordinating policy delivery, computing premiums for quotations, preparing proposals and endorsements, and assisting with marketing events.

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