Arranges and coordinates meetings and marketing events;
Pre-underwrites received insurance applications;
Pre-evaluates received filed claims;
Cultivates and maintains good relationship with existing customers;
Follows up collection of remittances and pending underwriting and claims requirements;
Communicates with agents status of their cooperative's insurance applications and filed claims;
Monitors region's sales production and trends;
Collates monthly/quarterly/annual sales performance reports against monthly/quarterly/annual sales goals;
Assists in identifying opportunities for sales;
Promotes products to new and existing customers through telemarketing and other means with proper coordination with agents in the region;
Keeps records of telemarketing sales campaigns;
Keeps record, updates, and coordinates the following with the Marketing Unit:
Complete cooperative client listing, active and inactive cooperative client for three consecutive years and their respective premium contributions;
New cooperative clients and their business;
Monthly premium contributions of cooperatives in the region per plan;
Status report on stop remittance or non-remittance of cooperative client in the region;
Issued, cancelled, and unissued billing statement forms for the month;
Maintains listing of Agents in the region;
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken; and
Performs other related tasks that may be assigned from time to time.
Job Requirements:
Candidate must possess at least Bachelor's/College Degree Holder of any of the following courses: Business Administration, Financial Management, or any Finance/Business-related courses.
Fresh graduate to at least 1 Year of working experience.
Preferably 1 year experience in Support & Assistant, related field or equivalent.
Must be willing to work in Tagum City as soon as possible
Job Types: Full-time, PermanentSalary: Php14,000.00 - Php15,000.00 per monthBenefits:
Additional leave
Company Christmas gift
Company events
Employee discount
Free parking
Health insurance
Life insurance
On-site parking
Opportunities for promotion
Paid training
Pay raise
Promotion to permanent employee
Schedule:
8 hour shift
Day shift
Monday to Friday
Supplemental Pay:
13th month salary
Bonus pay
Overtime pay
Yearly bonus
COVID-19 considerations: wearing of face masks and face shields, physical distancing between employees, alcohol on workstations, regular sanitation and disinfection of office.Education:
Bachelor's (Preferred)
Experience:
Finance: 1 year (Preferred)
Customer Service: 1 year (Preferred)
Customer Support: 1 year (Preferred)
Expected Start Date: 08/01/2022
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