Insurance Coordinator
JOB SUMMARY/ PURPOSE
- To consistently achieve 100% attainment on Volume and Sales Target
- To account and ensure that all sold motor-car policies are paid in full
- To give assistance to customers and ensure 100% customer’s satisfaction
ACCOUNTABILITIES
- Ensures 100% delivery of Volume and Sales Target for the month and for the year
- Ensures full collection of insurance premium of all policies requested for issuance within the given credit terms
- Ensures clean-up of accounts receivables and bounced checks, if any, within the given credit terms of all policies reported in the production
- Monitors all requested issued policies, endorsements, or cancellation, if any
- Ensures timely transmittal of bank’s copy, LTO registrations, and other related documents
- Ensures assistance is given to customers and delivery of 100% customer satisfaction
- Safe-keeps all insurance documents and client’s information disseminated to him/her
JOB QUALIFICATIONS
Minimum Education
- Baccalaureate Degree preferably related to Sales or any Business Courses
Minimum Experience
- No experience required but preferred
Knowledge and skills required
- Goal Oriented
- Aggressive
- Selling / Marketing Skills and Background
- Computer Literate in Microsoft Offices
- Communicate clearly, concisely and effectively in verbal and written communication
- Hardworking and willing to extend time when needed
- With good analytical and thinking skills
Amount of supervision received by the incumbent
- Reports to the Insurance Manager but will work independently on his/her own after a general orientation
Level of financial responsibility and accountability
The incumbent shall be responsible should financial obligation arises from:
- Returned / Bounced Checks
- Erroneous computation/quotation given to customer
- Late LTO Renewal Submission
- Late submission of Bank’s Copy
- Request of Policy Cancellation beyond prescribed period of time
- Lost Documents and;
Impact of action carried by this job
- Non Attainment of Target will decrease potential Body and Paint customer Inaccurate, delay or non-submission of expected results may result to internal & external customers’ dissatisfaction, financial accountability and losses, and poor performance of the department
Level of communication and nature of contacts
Level and nature of internal contacts
- Has regular contacts with Insurance Coordinators, Accounting & Finance Personnel, and Insurance Supervisor/Manager
Level and nature of external contacts
- Has regular contacts with Insurance Companies