Insurance Specialist

Toyota Pasong Tamo, Inc.


Date: 12 hours 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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