Duties and Responsibilities:

Key Role/ Category (1)

• Regular visitation to assigned brokers to solicit new businesses and to maintain the good business relationship to preserve and conserve the existing accounts.
• Check all the proposals prepared by the subordinates and ensure correctness and completeness prior to sending to the brokers.
• Ensure correct computation of premium for all policies and/or endorsements to be booked prior to opening a ticket thru CRM.
• Prepares monthly production reports for submission to Division Head.
• Monitor weekly production to ensure budget is being met and achieve monthly.

Key Role/ Category (2)

• Responsible in monitoring conservation of expiring accounts.
• Responsible in monitoring conversion of quotation to policy.
• Assistance to Collection Division to ensure collection of unpaid premiums on time.
• Assistance to brokers on all i...