Commercial Lines Insurance Assistant (9-month contract)

The position assumes responsibility for the marketing of assigned commercial accounts, submitting information provided by the marketing coordinator to targeted carriers (either via online input to the carrier system or submitting electronic files via email), obtaining quotes, and following up with carriers if quotes are not received, and drafting a preliminary proposal utilizing standardized templates for submission back to the marketing coordinator.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for obtaining renewal quotes for commercial accounts

• Receives renewal applications and supporting documentation from the marketing coordinator via email
• Submits the application and supporting documents to carriers identified by the marketing coordinator
• This submission may be an email submission of the electronic files or require input directly into the carrier’s online systems, depending upon the method utilized by the various carriers
• Coordinates with the underwriter to determine what, if any, additional requests for information they may have. Submits these requests to the marketing coordinator to obtain the information
• Updates AMS360 on the status of renewal proposal and saves communications in the correct policy year AMS files
• Utilizes AMS Suspense to manage workflows.
• Prepare a draft proposal utilizing the appropriate template for submission to the marketing coordinator
• Highlight significant changes in premium or coverages for marketing coordinator follow up

Assumes responsibility for establishing and maintaining effective communication and coordination with staff and with management

• Works to foster a cooperative team environment
• Keeps management well informed of activities and of any significant problems
• Completes assigned documentation in an accurate and timely manner

Requirements

• 3 to 5 years of experience in the insurance industry
• 3 to 5 years of experience in sales/account management
• AMS360 management system experience
• Solid organizational skills and ability to work efficiently under strict time constraints
• Friendly & Energetic
• Works well in a team environment
• Strong attention to detail
• Strong written communication skills in English

Benefits

• 9 months contract
• Salary: Php 40,000 all in
• Schedule: Mondays - Fridays | Night Shift (9:30PM - 6:30AM)
• Setup: Work from Home
• Site: Ayala, Makati | SM Clark, Pampanga
• Government mandated benefits
• A laptop will be provided by the company