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Client Engagement (Account Servicing)
No Experience
Philinsure
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
Details
PHILINSURE
Is currently looking for:
CLIENT ENGAGEMENT (ACCOUNT SERVICING)
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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