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Client Engagement (Account Servicing)

No Experience


Established in 2000
51-200 Employees

3F Bonaventure Plaza, Ortigas, Cor. Connecticut St., Greenhills, San Juan, Metro Manila

Posted On: April 15, 2021

Job ID: 376363


Is currently looking for:
Job Description:
  • Immediate (quality) response to all client queries
  • Fast, timely and correct collection of all outstanding premiums within the agreed upon credit period
  • Timely follow-ups of all endorsements, billings and proposals from insurers; Accurate and timely processing and preparation of documents received from insureds for transmittal to insurers
  • Achieves high renewal ration, 100%
  • Fast and accurate processing of claims filed by insureds with insurers; Insuring the complete submission of all claims documents from insureds by constant follow-ups by phone or by email; Fast and accurate evaluation of all claims received from insureds; Daily monitoring of claims status from insurers (coordinated with MSTO/OST)
  • Fast and accurate collection of clients requirements & documents (OR, CR, invoices, co. Profile, CWT)
  • Submission of proposals to new clients
    • Fast and timely preparation of required documents from clients for the insurers
    • Follows-up and obtains required documents from insurers
    • Conducts fast and accurate comparative analysis on the quotations from providers
    • Timely generation of RFP
  • Bring in penetration for the team, the site
    • Effective penetration of accounts from existing business
    • Assist in new business development where possible

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