Brokers Assistant Manager

Duties and Responsibilities:

Key Role/ Category (1)

1. Regular visitation to assigned brokers to solicit new businesses and to maintain the

good business relationship to preserve and conserve the existing accounts.

2. Check all the proposals prepared by the subordinates and ensure correctness and

completeness prior to sending to the brokers.

3. Ensure correct computation of premium for all policies and/or endorsements to be

booked prior to opening a ticket thru CRM.

4. Prepares monthly production reports for submission to Division Head.

5. Monitor weekly production to ensure budget is being met and achieve monthly.

Key Role/ Category (2)

1. Responsible in monitoring conservation of expiring accounts.

2. Responsible in monitoring conversion of quotation to policy.

3. Assistance to Collection Division to ensure collection of unpaid premiums on time.

4. Assistance to brokers on all insurance concerns and requirements such as Claims,

Policy Issuance, Remittance and others.

Other task requirement related to function

1. Assist Division Head in the implementation of new plans, policies and

procedures to ensure overall compliance of the group.

2. Ensure all TAT’s in releasing Renewal Notices, Renewal Proposals, Policies

and/or Endorsements are being complied and met on time.

3. Perform other tasks and responsibilities as may be assigned and/or

delegated by the Division Head.