Sales & Policy Services Associate (Reliever)

Fortune General Insurance Corporation; San Fernando; On-site; PHP 167,000 - 257,000; Full time

Job summary

Fortune General Insurance Corporation in the Philippines is seeking a highly organized and customer-oriented Sales and Policy Services Associate (Reliever) to support our sales and policy servicing operations.

The successful candidate will assist in account management, policy processing, client coordination, and the implementation of marketing programs, including responding to inquiries, preparing quotations, processing issuances, and coordinating document delivery.

Qualifications

• Excellent communication and customer service skills.
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Office applications.
• Ability to multitask and work in a fast-paced environment.
• Experience in insurance, sales support, or policy administration is an advantage.

Responsibilities

• Respond to inquiries from clients, agents, and brokers.
• Prepare premium quotations and proposals.
• Process policy issuance, endorsements, and other policy-related requests.
• Coordinate policy and document delivery.
• Monitor and follow up policy renewals.
• Maintain accurate records and filing systems.
• Coordinate with underwriting on rates, terms, and conditions.
• Assist in client visits and marketing activities.
• Support the implementation of sales and marketing programs.

Skills

Excellent communication

Customer service

Organizational skills

Attention to detail

Multitasking

Fast-paced environment

Tools

Microsoft Office

Job description

Job Description:

We are looking for a highly organized and customer-oriented Sales and Policy Services Associate (Reliever) to support our sales and policy servicing operations. The successful candidate will assist in account management, policy processing, client coordination, and the implementation of marketing programs.

Key Responsibilities

• Respond to inquiries from clients, agents, and brokers
• Prepare premium quotations and proposals
• Process policy issuance, endorsements, and other policy-related requests
• Coordinate policy and document delivery
• Monitor and follow up policy renewals
• Maintain accurate records and filing systems
• Coordinate with underwriting on rates, terms, and conditions
• Assist in client visits and marketing activities
• Support the implementation of sales and marketing programs

What We’re Looking For

• Excellent communication and customer service skills
• Strong attention to detail and organizational skills
• Proficient in Microsoft Office applications
• Ability to multitask and work in a fast-paced environment
• Experience in insurance, sales support, or policy administration is an advantage