Responsibilities

• Ensures accurate and timely processing of monthly renewal allocations, policy issuance, and transmittals in coordination with relevant departments.
• Ensures adherence to company policies, standard operating procedures, and industry regulations.
• Recommends workflow improvements and monitors work processes to enhance efficiency.
• Coordinates with the call center, collection, IT, HR, and other departments for seamless operations.
• Manages requisitions for insurance-related supplies and system updates, ensuring proper documentation and record-keeping.

Job Tasks and Requirements

Insurance Renewal Processing of Agents

• Overseeing the team whole team of insurance agents on their day-to-day operation, including their daily calls, follow-ups, daily production of renewals.
• Guiding and developing skills to ensure high-quality service delivery
• Monitors the individual monthly target, provide feedback, and identify training and development for Insurance Sales Representatives/Agent.
• Create and maintain reports, including per Bank Allocation to Agents
• Monthly Production Report
• Monthly Sales Performance per Bank Allocation every 10th of the following month.
• Observation Report of Competitors
• Proper allocation of bank per Insurance Sales Representatives/Agent.
• Implementation of Sales Quota after proper evaluation of Bank Allocation to Sales Agent
• Track performance evaluation of sales agent every 2 months

Financial Monitoring & Remittance Compliance

• Monitor premium allocations and commission disbursements to ensure accuracy.

Interdepartmental Coordination & Reporting

• Facilitate seamless communication between insurance sales agents, finance, and collection teams.
• Ensure timely submission of insurance-related financial reports, including sales performance and unposted policies.
• Address and resolve operational concerns related to policy issuance, collections, and claims.
• Implement improvements for workflow efficiency.

Regulatory Compliance & Administrative Support

• Ensure adherence to company policies and regulatory requirements in all insurance-related processes.
• Maintain and organize proper documentation for audits and compliance checks.