Sales Assistant (Broker)

JOB DEscriptION:

Provides sales support to Brokers Department including but not

limited to the following, to ensure that Gross Premium Written (GPW) target is met on a monthly and yearly basis:

1. Client Interface/Business Solicitation_

2. Secure underwriting approval and/or RI /confirm/iation

3. Proposal preparation and submission to broker/client

4. Policy issuance and delivery

Prepares instruction to issue policy Insurance Request Form

(IRF); secure underwriting notation and distribution

Encodes policies for issuance (Polisy Asia)Prepares/encodes manual and/or collective policiesPrepares premium billingsPrepares Transmittal Forms and schedule delivery of policiesPrepares Debtor Adjustment Request Form (DARF)Maintains records for valued accounts or accounts with

special conditions

Prepares reportsExercises sales acceptance authorities with prudenceAttends to queries for simple fire, casualty, motor, engineering and

other lines via e-mail, telephone call or walk-in transactions.

Visits Brokers/clients on a regular basis to strengthen relationship.Attends to basic claims inquiries, e.g. documentation

requirements; and updates on claims status.

Coordinates with Credit and Control Unit for Unapplied Bank Credits (UBCs), accounts with checks/CWT’s for pick-up, accounts for

cancellation, and the like.

Coordinates with Claims Department for policy copy requests.Performs other tasks that maybe assigned from time to time.

QUALIFICATIONS:

Good set of communication skills (oral and written)Knowledge in MS Excel, MS Word, and MS PowerPointAt least graduate of a four-year course/Bachelor DegreeWith pleasing personalityWith 1-2 years sales experience in a non-life insurance firm is highly preferredWith leadership skills and can work in a fast-paced environmentWilling to be assigned in Makati