Motor Insurance Broker Administration Assistant
MicroSourcing
Date: 3 weeks ago
City: Pasay
Contract type: Full time
Position Title: Motor Vehicle Insurance Broker
Work Setup: Onsite
Work Location: MOA, Pasay City
Shift: Monday - Friday (Day Shift)
Job Responsibilities
Obtain quotations from a panel of insurance underwriters, either by
use of an online quoting system or by the completion of a form which
is sent by email.
The employee will need to find the information requested by the
online system or form in the package of information we provide, and
accurately transfer that information into the quoting system or form.
Upon the Account Manager’s instructions, the employee will be
Requested To Complete
Work Setup: Onsite
Work Location: MOA, Pasay City
Shift: Monday - Friday (Day Shift)
Job Responsibilities
Obtain quotations from a panel of insurance underwriters, either by
use of an online quoting system or by the completion of a form which
is sent by email.
The employee will need to find the information requested by the
online system or form in the package of information we provide, and
accurately transfer that information into the quoting system or form.
Upon the Account Manager’s instructions, the employee will be
Requested To Complete
- Update new Quotations in WinBEAT
- Premium Funding Rollover
- Renewal
- transfer renewal
- bind a policy
- complete the correct email to the Account Manager
- Save all communications in the Document Management System (DMS).
- Update the renewal spreadsheet for the Account Manager
- Full term/end term cancellations
- renewal policy amendments as required
- Excellent reading and writing in English, and good numeracy are the only essential skills.
- Familiarity with the concepts of insurance business may assist an employee to “get up to speed” more quickly; but the right person will pick it up very quickly.
- Some experience in business correspondence would be advantageous. Our employees represent us to our underwriters (insurance providers) and must be able to compose an email that displays our business in a professional manner.
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