Innovation for Wellbeing



Duties and Responsibilities:

  •    Provide assistance in creating and following up quotation and requests for issuance relative to assigned accounts (i.e, Marine, Motor and Golfer Insurance); 
  •    Monitor and coordinate with clients the renewal of expiring accounts, ensure that accounts are renewed prior to expiry;
  •    Provide assistance in servicing small businesses clients (i.e, Individual and SME) by attending to their requests and insurance inquiries.
  •    Generate the Renewal List Report, provide updates and coordinate with Underwriting Department based on weekly Marketing discussion;
  •    Monitor and book Lazada, and other online sales accounts; 
  •    Coordinate with Accounting Department for the preparation of billing for IBERO enrollees;
  •    Encode accurate and complete client information in the system;
  •    Provide assistance in the regular encoding and completion of requirements for Anti-Money Laundering Act (AMLA) and Know Your Customer (KYC).
  •    Perform any other duties as may be assigned from time to time.

Job skills and requirements:

  •   Candidate must possess at least Bachelor's/College Degree in Marketing or equivalent;
  •   Preferably with at least one (1) year related working experience;
  •   With in-depth knowledge of various non-life insurance products;
  •   Detail-oriented;
  •   Good presentation, negotiation and communication skills;
  •   Proficient in Microsoft Office applications (i.e, Word, Excel and Outlook).