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Strata Insurance Account Assistant

Date Posted: 28-01-2020
Level: Mid Level

To provide administrative support to Account Executives to ensure that schemes under management are Insured in accordance with Strata legislation and that Lot Owners insurance claim are dealt with in a timely manner. To continually investigate ways to improve the profitability of the insurance department.

 

Responsibilities

Quoting Process

  • Request current claims histories from insurers
  • Complete Insurance quotation slips and circulate to relevant insurers
  • Follow up Insurance quotation requests with insurers to ensure responses have been received prior to policy renewal for distribution to Committee.

Letter Preparation

  • Draft insurance offer letters and renewal letters to clients
  • Correspond/liaise with committee to implement renewal with preferred insurer.
  • Ensure relevant Product Disclosure Statements & Financial Services Guide documents are forwarded to clients.

Administration Duties

  • Maintain insurance details on BCMax
  • Maintain insurance renewal register
  • Arrange Certificates of Currency
  • Assist Strata Managers with any queries raised as appropriate

Qualifications

  • At least 2 to 3 years of work experience in any the related field such as insurance broker, insurance agent
  • Knowledge and background in insurance is highly preferable
  • Previous experience in using any insurance software/tools are nice to have but not required
  • High proficiency in using MS Office application is a must
  • Must have keen attention to detail
  • Good command of the English language in both oral and written form
  • Experience working with an onshore/offshore team is highly advantageous but not required

Unlock Global Potential with HGS

We are HGS Offshore Staffing Solutions, a premier global partner in building offshore teams in the Philippines, with over 1,500 professionals across Metro Manila and Cebu.
Our goal is to ignite global potential by connecting exceptional talent with companies worldwide. We are committed to propelling your career forward by providing opportunities for growth, where your expertise can flourish in any field. Here, you'll have access to global industries, continuous training opportunities, and a culture where your voice always matters.
At HGS, we go beyond recruiting talented individuals, we cultivate a vibrant community. You'll be able to grow alongside your peers through professional development opportunities at your fingertips and connect with teammates during exciting company events. Our monthly huddles keep you connected with your team and colleagues. We also foster a dynamic community with our charity initiatives, reminding us that our careers can make a real difference. Whether you work remotely or side-by-side, you are always part of the team at HGS.

Position Overview

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