Insurance Specialist, Taguig

Description

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

Highlights

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