Insurance Sales Assistant

₱20-25K[Monthly]
On-site - MuntinlupaFull-time1-3 Yrs ExpBachelor
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Job Description

Organizational skillsAdministrative skillsCommunication skillsDetail orientedSalesProblem Solving skillsDecision Making

Description

  • Reports pertaining to Agents Accreditation, sales production (new & existing), per sales office assignments.
  • Monitoring of agents license due for renewal; production of agents (new/existing)
  • Uploading of agent’s application & requirements to IC and MAPFRE portal
  • Ensure Agents application to IC for Exam and Licensing
  • Conduct Licensing review and Admin orientation to new recruits.
  • Performs other tasks from time to time as required by immediate superior.
  • Meets with business representatives to gain new business and partnerships;
  • Supports sales office plans and marketing strategies implemented in the Sales Office
  • Establishes network of clients by providing quality services to existing clients;
  • Achieves individual goals and revenue targets
  • Entertains inquiries from clients and agents and coordinates them with the concerned departments to immediate resolutions;
  • Prioritizes important requests from clients/partners;
  • Reviews and attends to emails requests from clients and partners;
  • Computes rates and request renewals from clients
  • Analyzes claims issues before acting on them;
  • Releases renewal notices to dealers and clients;
  • Prepares sales productivity report and submits to Sales Assistant Manager for perusal;
  • Recruits, trains, and supports handled Distributor Client


Requirement

  • Bachelor's degree in Business Administration, Management, or a related field.
  • At least 2-3 years background or experience in non-life insurance.
  • Strong understanding of the industry, products, and services offered by the organization.
  • Customer-focused mindset with a commitment to delivering exceptional service. Strong problem-solving and decision-making abilities.
  • Computer literacy and familiarity with relevant software applications.


Flor Sanchez

Ifelse Philippines Inc.Talent Acquisition Specialist

Active just now

Working Location

Oona Insular Insurance Corporation (Oona Insurance). Oona Center, Madrigal Business Park, Acacia Ave, Muntinlupa, 1780 Metro Manila, Philippines

Posted on 31 July 2024

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