Qualifications:
- Graduate of a bachelor's degree course
Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint
With at least 1 year of experience
in supporting accounts and/or administrative assistance
Sales experience is an advantage.
- Willing to be assigned in Makati City.
- JOB PURPOSE : To provide support to the team in the areas of accounts servicing and administrative assistance.
- Duties and Responsibilities:
- Accounts Servicing (Policy Issuance/Renewals/Claims)
- Coordinates with the concerned team and ensures that the preparation of new policies, expiry list, renewal notices/policies, endorsements, confirmation of cover and processing of claims are within the prescribed turnaround time.
- Assists in the handling of renewal policies and in tracking the renewal performance of clients/assigned banks.
- Attends and responds to existing and/or prospective clients/assigned banks in relation to their queries and insurance coverage concerns.
- Administrative Support
- Assists in coordinating training requirements and onboarding preparations needed by the RM team.
- Coordinates the licensing and other documentation requirements, if any, for assigned accounts.
- Provides administrative support to the RM Team including but not limited to filing, preparation of order of payments, etc.
- Prepares reports as required by superiors.
- Participates in assigned special projects as may be identified by the superior.
- Sets up and coordinates with other support teams about meeting schedules, travel arrangements and other logistical requirements with RM Head supervision.
- Collection
- Monitors/follows up accounts receivables from assigned clients.
- Attends regular collection meetings as may be required and assists in reconciling accounts.
Job Types: Full-time, Permanent
Pay: From Php20,000.00 per month
Benefits: - Additional leave
Company events
Promotion to permanent employee
Schedule: Day shift
Supplemental Pay:
Bonus pay
Application Question(s):
Are you willing to do fieldwork if needed for an event
