Sales Assistant - Mandaluyong

The Agency Sales Assistant will be responsible for data entry, customer service and collecting, tracking and reviewing documentation for Oona Insurance as a support to the Sales Team. Works as a liaison between Oona Insurance and other Agency employees.

• KEY RESPONSIBILITIES

• 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
  
  
• QUALIFICATIONS:

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.

Job Type: Full-time

Pay: Up to Php25,000.00 per month

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Mandaluyong: Reliably commute or planning to relocate before starting work (Required)

Experience:

* non-life insurance: 2 years (Required)