Insurance Specialist
Toyota Pasong Tamo, Inc.
Date: 3 weeks ago
City: Taguig
Contract type: Full time
- Finds prospect customers for non-motor (e.g., Travel, General Accident, Fire, Marine Cargo, Liability, Bonds, etc.) insurance by gathering customer information, both existing and new; builds own account portfolio
- Serves as point of contact throughout the customer lifecycle (pre-sales to after-sales) to fulfill customer requirements; collaborates with the team and insurance partners
- Executes the KYC (Know Your Customer) process for customers in own account portfolio in compliance with legal/regulatory requirements
- Generates positive customer experiences with the goal of generating multi-product and repeat customers
- Contributes to building the teams knowledge base of markets, products, and customer profiles
- Provides data on own account portfolio for aggregation to management reports
- Assists the accounting team with monitoring accounts receivable from customers within the account portfolio
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