Bancassurance Associate PH

About the role

Act as liaison with the bank - Attending insurance related meetings with Bank staff. - Working closely with our branches and agents to provide policies to the bank's clientele. - Managing our promotions and campaigns. - Attending monthly reconciliation meetings with Bank team. Product Marketing - Preparation of proposals/Product papers. - Achieving the assigned target in terms of revenue. Customer Retention and Acquisition - Sending out and follow up of Monthly Renewals. - Soliciting for new businesses. - Managing 3rd party relationships. - Generation, monitoring and publish monthly(Life and General Business) Global and Retail reports on Production and Collection - Monthly reconciliation to ensure our figures is accurate. Bancassurance Administrative functions - Day to day activities of the channel's management for both Life and General Business activities. - Market and product research analysis. (Customer intelligentence &Competitors intelligence) to know what products we can prove on. - Prompt response to all mails/requests (Quote, Underwriting, Documents and confirmation of authenticity) within agreed timelines in the SLA. - Prepare Admin Fee and follow up to ensure timely remittance to The Bank. - Follow up on outstanding premiums and yet to be renewed policies. - Review and act on all documents going to and from the Bank IBTC. - Process all Co - insurance transactions - Liaising with the below department on The Bank's related issues. - Underwriting (Life and General Business) - Claims (Life and General Business) - Finance (Life and General Business) - Follow up on outstanding proposals. - Maintaining strong relationship with the Bancassurance officers - Providing support to the Team lead within the team on all pre and post sales and administrative activities. - Any other assigned duty. - Manage the staff promo process and supervise the auto run process. - HND/BSc in Banking & Finance, Economics or any social science related field - 2 years work experience - Candidates must have experience in customer service

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