PERMANENT WFH | Account Executive (AU Insurance) [Philippines]


 

Job Highlights

  • Permanent Work from Home (equipment will be provided)
  • Dayshift & Weekends Off
  • Day 1 HMO w/ 2 Free Dependents & Group Life Insurance

Job Description

Job Qualifications:

  • Has at least 3 to 5 years or more of overall General Insurance experience (with both Local and AU Insurance experience)
  • AU Insurance Broking experience is required
  • Experience with WinBeat Insurance tool is required
  • Must have experience with Microsoft Windows and Microsoft Office tools
  • Must have strong personality, and impeccable communication skills
  • Must have experience in portfolio management and claims processing for multiple insurance products
  • Tier 2 broking qualifications is only preferred

Job Responsibilities:

- Data processing in WinBeat: including to keep clients' files updated & record payments made and received;

- Contact independent experts in the case of disputes and attend disputes tribunals;

- Maintain good rapport with clients, insurers and provide an extremely high level of professional service to Clients and develop high quality relationships;

- Monitor all claims status until settlement is complete;

- Reviews and analyses loss histories for a wide variety of exposures and recommended appropriate measures to minimize losses; compares loss histories to premium costs to determine if charges are appropriate and commensurate with exposure and loss history;

- Reviews and analyses insurance premiums and recommend appropriate products;

- Review to meet review list timetables;

- Obtain renewal invitations;

- Obtain information from clients as necessary/requested;

- Obtain quotes within compliance/ability level as requested/required (no client advice);

- Provide general advice within compliance/ability level as requested by clients;

- Prepare necessary client documentation;

- Deal with incoming calls/documentation within compliance/ability level;

- Manage Endorsements and Cancellations within compliance/ability level;

- Prepare and submit documentation in support various claims activities;

- Analyze the claim and decide whether it is covered by the policy;

- Appoint insurance loss adjusters and private investigators when required;

- Manage long-term claims and reassess them regularly;

- Make recommendations for the settlement of claims;

- Inform clients if claims are accepted and how they will be allocated;

- Organize payments to clients;

- Organize the repair or replacement of lost items;

- Make sure all enquiries and payments are dealt with quickly;

- Delegate tasks to Assistant as negotiated/necessary;

- Other tasks as requested/necessary.

Here are the reasons why you should join Intogreat:

  • Competitive Salary Package
  • HMO on Day 1 w/ 2 Free Dependents – Enjoy up to 200k MBL
  • Group Life Insurance
  • 20 Paid Leaves
  • Bereavement Assistance
  • Above Market Annual Appraisal
  • Work-life Balance
  • High Staff Engagement Culture
  • Long-term Development Plan Program
  • Free Training Courses
  • Cultural Training
  • Emerging Leaders’ Program
  • High-end IT Devices
  • Employee Awards and Events

Job Type: Full-time

Salary: Php50,000.00 - Php65,000.00 per month

Benefits:

  • Work from home

Schedule:

  • 8 hour shift

Experience:

  • Australian Insurance Broker: 3 years (Required)
  • WinBEAT software: 1 year (Required)


 

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