Insurance Supervisor

JOB DESCRIPTION

To implement and monitor regular marketing activities that boost sales
To ensure clean-up of Insurance AR (Cash Installment/SOA/Bounced Check)
To ensure 100% issuance of LOA of claims filed
To ensure implementation of CS Handling Standards among TMs
To ensure on time and accurate preparation of production report and commission report
To ensure that 100% of all reported or sold policies are remitted within credit terms maximum of six (6) months.
To reconcile and monitor receivables of Insurance Coordinators and Insurance Companies within the specified period of time
To ensure that 100% of all reported or sold policies are remitted within approved credit terms maximum of six (6) months
To prepare production report every month and submit to Insurance Manager
To ensure implementation of company policies and procedure in the department
To evaluate the performance of each Team Member and propose programs for further development
To ensure that over-all Insurance Transactions are performed and completed accurately and timely daily, weekly and monthly.

ACCOUNTABILITIES

Ensures 100% attainment of Volume and Sales Target based on budget
Ensures implementation and monitors regular marketing activities
Ensures 100% clean-up of Accounts Receivables per Insurance Coordinator within credit terms maximum of six (6) months
Ensures on time issuance of LOA of filed claims per Insurance Company
Ensures compliance of Team Members to CS Handling Standard
Ensures production and commission report are prepared accurately and submitted prior to respective deadline
Ensures clean-up of outstanding accounts as per Insurance Company’s Statement of Accounts within credit terms maximum of six (6) months
Ensures clean-up of all account reported in the production within credit terms maximum of six (6) months
Ensures yearly budget is achieved by delivery of sales target and proper utilization of resources
Ensure the delivery of 100% Customer Delight to ensure customer retention and boost renewal sales
Ensures proper management of company assets
Ensures 100% Team Members’ Satisfaction and People Development
Ensures compliance of Team Members to company policies and procedures

JOB FACTORS

Minimum Education

Baccalaureate Degree preferably related to Accounting or any Business Courses Minimum Experience
No experience required but preferred

Knowledge and skills required:

Aggressive
Selling / Marketing Background
Computer Literate in Microsoft Offices and Basic Databases Operation
Adaptable and willing to be assigned with new tasks as the need arise
Communicate clearly, concisely and effectively in verbal and written communication
Hardworking and willing to extend time when needed
With good people skills
With good analytical and thinking skills
Good knowledge in implementation of policies and procedures