Insurance Underwriter Analyst
Peak Motors Phils., Inc.
Documentation & Filing
• Assist in preparing, organizing, and maintaining insurance records, policy documents and transmittal
• Ensure all paperwork is accurate, complete, and properly stored (physical and digital copies).
• Update and maintain the database of insurance transactions.
Insurance Policy Processing Support
• Ensure timely encoding of policy details into the insurance system.
• Assign Acceptance Slip (AS) numbers for new and renewal policies accurately.
• Submit AS numbers to designate insurance companies without errors.
Endorsement and Renewal Management
• Receive, verify, and process endorsement and renewal requests.
• Ensure accurate validation of endorsement corrections before transmission.
• Forward endorsed documents to Finance and other relevant departments on time.
Documentation and Record-Keeping
• Maintain an organized filing system for all insurance-related documents.
• Ensure all client and bank copies are forwarded to the appropriate departments.
• Perform regular audits to verify data accuracy in records.
Reporting and Compliance
• Prepare and submit monthly insurance reports as required.
• Ensure compliance with insurance regulations and company policies.
• Identify and escalate any compliance issues to the Manager or Supervisor.
Customer and Departmental Coordination
• Assist clients and internal teams with insurance-related inquiries.
• Coordinate with insurance companies to confirm policy details and resolve discrepancies.
• Address and escalate client concerns related to insurance processing in a timely manner.
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