Insurance Sales Coordinator

Description

• 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.

Duties & Responsibilities

• Ensures full collection of insurance premium of all policies requested for issuance within the given credit terms
• Prepares and sends insurance quotation letters to old and new customers
• Ensures cleanup 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
• Safe-keeps all insurance documents and client’s information disseminated to him/her