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- Meets assigned expectations for profitability;
- Solicits business from new and inactive brokers;
- Assists in the development of inactive but potential brokers;
- Develops and expands business relationships through the delivery of committed services to assigned brokers and accounts;
- Assists brokers on claims follow-up / update;
- Analyzes, evaluates and accepts risks based on the Underwriting Guidelines and limits of authority
- Prepares quotations, formal/written proposals and/or request for documentation for accounts;
- Signs policies and endorsements within authorized limit;
- Monitors status of outstanding quotations and provides feedback to Head of Broker Servicing;
- Monitors accounts for renewal of assigned brokers and maintains direct premium receivables within manageable level based on agreed terms and conditions;
- College Graduate
- with at least 2-years experience in Non-Life Insurance industry
Account Associate
- Monitoring and Recording of all investment related transactions.
- Prepares schedule of Investment transactions
- Maintains monthly bank reconciliation of dollar accounts.
- Maintains monthly reconciliation of Direct Premiums Receivables:
- Preparation of manual Financial Statement for dollar transactions.
- Assists in the preparation of financial requirements required by the regulatory bodies.
- Performs other duties as may be assigned by immediate superior from time to time.
- Bachelor's Degree in Accountancy or any related course
- Preferably a Certified Public Accountant (CPA)
- With good verbal and written communication skills.
- Must know how to use modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications.
