Insurance Coordinator

Coordination Responsibilities

• Act as an all-around coordinator, ensuring smooth communication and workflow between clients, account officers (AO), and other relevant parties.
• Maintain organized records and documentation for efficient processing of requests and transactions.

Client Communication & Support

• Group Chat (GC) Assistance: Monitor and respond to client inquiries in designated group chats, providing timely updates and addressing concerns.
• Phone Calls: Handle incoming and outgoing calls to assist clients with inquiries, policy details, claims, and other concerns.
• Client Communication: Ensure clear and professional communication with clients regarding policy issuance, claims assistance, and banking-related matters.

Policy Issuance & Claims Processing

• Issue Insurance Policies: Process and release insurance policies based on approved quotations and client requests.

Online & Offline

• Claims Assistance: Guide clients through the claims process, ensuring proper documentation and timely submission.
• Policy Renewal Notices: Send renewal reminders to clients, ensuring continuity of coverage and addressing any concerns.

Bank Documentation & Transactions

• Send Bank-Related Documents: Prepare and submit necessary banking documents related to insurance transactions.
• Manage Bank Copy Dispatch & Delivery: Ensure proper handling and delivery of bank copies for insurance policies and related transactions.
• Online and Offline submission 

Account Officer (AO) Concerns & Coordination

• Tandem System: Work closely with account officers to ensure seamless coordination in policy issuance, claims processing, and client communication.
• Reporting & Feedback: Provide regular updates and reports to account officers regarding client concerns, policy status, and claims progress.

ISO Preparation & Premium Computation

• Preparing ISO: Ensure compliance with ISO standards in documentation and processing.
• Compute Gross and Net Premiums: Use the system to accurately calculate premiums for insurance policies.

System Utilization & Formal Quotations

• Use System: Navigate and utilize the designated system for policy issuance, premium computation, and documentation.
• Make Formal Quotations: Prepare and submit formal quotations based on client requests and underwriting guidelines.
• Request & Issue Policy: Process policy requests and ensure timely issuance.

Renewal & Contact Management

• Send Renewal Notice: Notify clients of upcoming policy renewals and assist with necessary documentation.
• Contact Person Directory: Maintain an updated directory of key contacts for efficient communication and coordination.

Education

• High school diploma or equivalent (required).
• Associate's or Bachelor’s degree in Business Administration, Insurance, or a related field (preferred).

Experience

• 1 years of experience in an insurance or administrative role, preferably in a customer service or coordinator capacity.
• Experience in the insurance industry (auto, home, life, etc.) is a plus.

Skills

• Basic knowledge of insurance products, policies, and claims processes.
• Strong organizational skills and attention to detail.
• Excellent communication skills, both verbal and written.
• Ability to handle multiple tasks and prioritize efficiently.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and experience with insurance management software (e.g., AMS, Epic, or similar platforms).