Client Relations Insurance Manager
Resume:
JOVELYN D. CABATAN
CLIENT SERVICING HEAD
OVERALL FUNCTION
Help the insurance manager meet the production goal and
the department's receivables collecting process.
CONTACT
E-MAIL:
********************@*****.***
PHONE:
EDUCATION
Bachelor of Science in Accountancy
Araullo University
Cabanatuan City, Nueva Ecija Philippines
1994 - 1998
LANGUAGES
English
Tagalog
ACCOUNTABILITIES
1. CLIENT SERVICING HEAD
a. Develops client relations and negotiates with them regarding the line of products we are offering – all lines of non-life insurance.
b. Develops relations and negotiates with our insurance principals to get favorable rates that are beneficial with our clients especially for the RGOC.
c. Handle client concerns for their insurance requirements like RGOC’s executive car plan, executive travel requirements for embassy’s, fire coverage, money securities; fidelity guarantee, marine/shipments/special events, bonds, comprehensive general liabilities – constructions and operation of the business; special risks and other casualties.
d. Talk to clients or requesting parties to clarify details about their insurance requirements.
e. Prepare insurance quotation as requested by the clients.
f. Monitor issuance of policies from our insurance principals.
g. Ensure that the client insurance requirements be delivered on time.
2. ISSUANCE OF POLICIES AND BILLINGS - PRODUCTION
a. Assists in monitoring of productions.
b. Check all the renewals and new businesses for productions.
c. Prepare request & coordinate issuance of policies with our insurance principals.
d. Responsible for the editing of the policy issued to ensure the accuracy of the details stipulated in the policy, to wit;
Motor Car Insurance – market value of the unit, exact model of the car, motor number, serials and chassis number, other feature insured, and premium rates applied.
Fire Insurance – correct inventory of the RGOC properties as compared to the issued policies, monitor the mortgage amount as required by the banks, checking of correct risk of location, checking of co-insurance appropriation from various insurance principals, and correct descriptions of item insured.
Miscellaneous Insurance – classify coverage based on line of casualties such as surety bonds, fidelity guarantee, comprehensive general liability, burglary and housebreaking, marine hull – aviation & shipments, money security and payroll, travels. Ensure the accuracy of names, locations, amount guaranteed, premium rates applied.
e. Review and edit all the endorsements/amendments made for every insurance policy.
f. Responsible in the preparation of billing. Ensure that all policies are correctly billed before releasing to client.
g. Input all the insurance details necessary for the RAIS program to make an intact recording in the system.
h. Recap the billed policies to ensure the accuracy of commission rates applied.
i. Responsible for the information of daily detailed transactions as basis for the accounting records.
j. Ensure the correct balance of accounts based on the debit & credit transactions.
k. Sorting of policies for the transmittal – agent copy, assured copy and bank copy.
l. Prepare transmittal for the delivery to various clients and affiliates.
m. Filing of documents.
3. COLLECTIONS
a. Assists in monitoring of collection from the clients.
b. Double check aging of accounts to make sure that the old accounts are properly monitored and collected.
c. A time to time calls to clients to remind the due accounts for collection.
d. Responsible in the releasing to the clients the Statement of Accounts prepared by accounting department.
e. Others duties from time to time.
f. Cashiers for the years 2018-2024
g. In charge of daily check and cash deposits.
WORK EXPERIENCE
RUSTAN SUPERMARKET, INC.
SEPTEMBER 1998-MAY 2005
RUSTAN INVESTMENT AND MANAGEMENT CORPORATION
MAY 2005-UP TO PRESENT
REFERENCES
George Lao
HR Head
RUSTAN INVESTMENT AND MANAGEMENT CORPORATION
Jingle Dulzura
Finance Manager
RUSTAN INVESTMENT AND MANAGEMENT CORPORATION
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