Insurance Assistant

GoTeam


Date: 5 hours ago
City: Cebu City
Contract type: Full time
Needs to complete marketing, sending out and processing renewal binds and proposals within 3 days per week. Should only take 2 days a week to be honest but for someone that is still learning our systems initially it might take 3 until they get the hang of it.

This Will Include The Following

  • Running the policy report for the month 3 months in advance.
  • Setting up submissions in the agency systems system for each policy for renewal
  • Going into the insurance carriers database retrieving the renewal and then sending it out to the retail agent.
  • Rolling the policy and putting it into a status for follow up purposes.
  • Liaising with insurance companies to get the renewals on the renewals that are available online via email.
  • Once renewal is received send it out to the retail
  • Drawing up proposals for endurance and accredited quotes or other carriers dependent on where the renewal was marketed. Normally they don’t get marketed all that often. ***** Not an often occurrence maybe 5 per month at best ****** CEO can also market if the employee is not proficient in marketing the account initially until we can train them to learn how to do it.
  • Take bind requests from agents and binding policies and sending them to accounting for processing purposes
  • 2 days per week
  • Assisting CEO in submitting submission to carriers and setting up applications using the insurance companies databases and submitting and getting quotes for CEO. ******* This may change dependent on the level of expertise the person has***** If they are not proficient I will need to find them something else to do


Work Set-up

Office

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