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...
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