Insurance Sales Coordinator

Toyota Shaw Inc. - Pasig; Pasig; On-site; PHP 223,000 - 312,000; Full time

Job summary

A leading insurance firm in Pasig is seeking a dedicated individual to ensure 100% attainment on sales targets while providing exceptional customer assistance. Responsibilities include the full collection of insurance premiums, preparing quotations, monitoring policies, and secure document management. The ideal candidate should possess strong organizational skills and a commitment to customer satisfaction.

Responsibilities

• Ensures full collection of insurance premium of all policies requested for issuance within the given credit terms.
• Prepares and sends insurance quotation letters to old and new customers.
• Ensures cleanup of accounts receivables and bounced checks, if any.
• Monitors all requested issued policies, endorsements, or cancellations.
• Ensures timely transmittal of bank’s copy, LTO registrations, and other related documents.
• Safe-keeps all insurance documents and client’s information.

Job description

Description

• To consistently achieve 100% attainment on Volume and Sales Target.
• To account and ensure that all sold motor-car policies are paid in full.
• To give assistance to customers and ensure 100% customer's satisfaction.

Duties & Responsibilities

• Ensures full collection of insurance premium of all policies requested for issuance within the given credit terms
• Prepares and sends insurance quotation letters to old and new customers
• Ensures cleanup of accounts receivables and bounced checks, if any, within the given credit terms of all policies reported in the production
• Monitors all requested issued policies, endorsements, or cancellation, if any
• Ensures timely transmittal of bank’s copy, LTO registrations, and other related documents
• Safe-keeps all insurance documents and client’s information disseminated to him/her