Sales & Policy Services Associate

Fortune General Insurance Corporation; Davao City; On-site; PHP 240,000 - 360,000; Full time

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

Job Summary

The Sales & Policy Services Associate provides support in the implementation of Marketing strategies and Sales programs designed to achieve the goals of the business unit.

Major Duties and Responsibilities

• Entertains telephone inquiries and request of clients/ agents/ assigned brokers.
• Coordinates delivery of policies and other related documents to Admin Department.
• Compute premium for quotation and prepare proposal for review and approval of Marketing Supervisor.
• Prepare request for Action (PAR) for policies, endorsements.
• Prepares inspection request as needed or required.
• Ensures that all information for policy preparation are accurate and properly noted down.
• Receive and sort incoming correspondences and documents.
• Maintain an effective system of filing and keeping of records.
• Follow up and monitor renewal of assigned accounts.
• Coordinates with underwriting on rates, terms & conditions applicable to accounts.
• Accompanies immediate superior during client visitation from time to time.
• Actively participate in the preparation and implementation of Marketing programs and events.
• Perform other functions that may be assigned from time to time.

Requirements

• Preferably with experience in Non-Life Insurance Industry
• Willing to start immediately