FPG Insurance has built an enviable reputation for developing customer insights that support the creation of relevant commercial and individual insurance products and solutions.
What you'll do:
- Checking of completeness and consistency of information in KYC forms and other forms/documents that form part of the sales documents
- Encoding of data into our existing systems for documentation
- Handling Policy Issuance for motor programs and any other service for sales in this category and efficient coordination with Business Center for other policy issuance for monitoring and release
- Workflow issuance for above the authorize limit and coordination with BC for if the policy is returned, disapproved or posted
- Validation of renewal account
- Servicing functions involve receipt of document/transmittal to proceed with initial steps to NB/RN
- Utilization of digital apps such as PIT, Workflow and CARE for policyissuance and posting
- Recording and filing of documentation support for new business submitted by the ADOs as well as Renewal of existing policies
- Policy Delivery with Proof of Receipt as assistance to ADOs through the assistance of Admin
- Communication and coordiantion of Claims Status
- To assist in the following service requests: New Business, Endorsement, Policy Renewal, Renewal Notices, Printing of Hard Copy and transmittal, Sending of policy e-copy and Policy Cancellation
- Delivery and tracking of Bank Certificates until deliveryand acceptance by the bank
What you need to have:
- Bachelors degree holder of any 4-year business-related course
- Fresh graduates are encouraged to apply
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong interpersonal and negotiation skills
- Excellent written and verbal communication skills
- Detail-oriented
- Customer-focused
