Job Title: Insurance Processing Officer - Work Onsite Enter new customer details in the insurance broking system (Winbeat).
- Obtain new and renewal quotes from insurer platforms.
Provide comparative quoting based on existing data (claims history, current details) and present to advisers via set templates.- Check and process quotes and invoices.
Ensure accuracy within the set company procedures and guidelines.
- Save invoices and documentation into the Document Management System within the set company procedures and guidelines.
Email invoices with compliance documents to clients via set templates.- Follow up on outstanding debtors as required by email.
Obtain certificates of insurance from relevant insurers.
Prior knowledge of General Insurance Products (House, Car, Boat & Caravan, etc.) is preferred.
- Experience with insurance systems is desirable.
Bachelor's degree.- 2-3 years of experience in the insurance industry.
Excellent verbal and written communication skills.- Punctuality and effective time/self-management skills.
Strong analytical skills.
- High attention to detail.
Ability to prioritize workload and be flexible.- Good computer skills, including proficiency in Microsoft Word, Outlook, and basic Excel.
Job Types: Full-time, Permanent
Pay: Php35,- 00 - Php40,000.00 per month
Benefits: - Health insurance
Life insurance
- Transportation service provided
Schedule:
Day shift Monday to Friday
Supplemental Pay:
Anniversary bonus Performance bonus
* Yearly bonus
