Dealer Coordinator (Naga)

AXA Group

Makati, Metro Manila

DUTIES AND RESPONSIBILITIES:

NEW BUSINESS

• Calculates New Business amount covered and rates

• Calls the Marketing Professional for interview and verification regarding the invoice.

• Accurately encodes the motor policy

• Distributes motor policies to Marketing Professional or Client after the issuance

• Explains the details of the policy with the client, specifically the deductible during claims and the necessary instructions regarding accident reports and documents.

• Computes and gives the best quotation to close the motor insurance sale

• Manually creates monthly sales reports and several other reports required by the dealer

RENEWALS

• With permission, communicates and remind the clients regarding the expiry of their policy.

• Computes and gives motor insurance quotations to the clients

• Issues policies when the motor insurance sale is closed

• Sends the renewed motor policy to the clients and the bank (if under mortgaged)

• Advise them the payment process for the... More Detail

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