Accounts Assistant
# Accounts Assistant **Stronghold Insurance** · Dasmariñas · `On-site` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Indeed* --- ### About the Role DUTIES AND RESPONSIBILITIES: 1. PROCESSING OF INSURANCE POLICIES : Prepare and issue insurance policies using rates approved by SICI. Ensure accuracy and completeness of policy details such as customer information, vehicle specifications, coverage, premiums and payment terms. 2. VERIFICATION AND DOCUMENTATION : Review and validate all required documents (sales invoice, OR/CR, 'DS, and other supporting documents) prior to policy issuance. Ensure compliance with underwriting and company guidelines. Maintain complete, accurate and well-organized records of all issued policies and supporting documents. 3. NEW BUSINESS : Process and issue motor insurance policies accurately using SICI -approved rates. Coordinate with the Dealer Insurance personnel regarding client interviews and verification of vehicle invoice details. Distribute issued motor insurance policies to the Dealer or client. 4. POLICY RENEWALS : Communicate with and remind clients regarding upcoming policy renewals, subject to the Dealer's consent. Process policy renewals upon receipt of business allocation and renewal instructions from the Insurance Head or Insurance Sales Executive. Provide printed copies of renewed motor insurance policies to the Dealer's designated point of contact. Provide a copy of the renewed policy to the bank or mortgagee when the vehicle is under financing or mortgage. 5. STATEMENT OF ACCOUNTS PREPARATION AND SUBMISSION : Prepare and consolidate the monthly Statement of Account (SOA) accurately and completely. Verify all policy transactions, premiums, payments, and outstanding balances reflected in the SOA. Coordinate with the concerned Dealer or client to clarify and resolve any discrepancies prior to submission. Send the monthly SOA to the designated Dealer/client on or before the 5th day of the succeeding month. Maintain proper records of all SOAs issued and monitor outstanding accounts for timely follow-up and reconciliation. 6. REPORTS : Prepare and submit monthly production reports accurately and within the prescribed deadline. Prepare and provide other reports as may be required by management, the Dealer, or the Insurance Department. Page 2 of 2 Human Resources Department JD – Ver: 7. CLAIMS (assistance extended to Claims Team). Assist the Claims Team in facilitating motor insurance claims. Provide clients with the complete list of required documents and requirements for claim processing.Review submitted claim documents and verify that all required requirements are complete. Take photographs of the damaged vehicle when Claims personnel are unavailable. Coordinate with and provide updates to the Dealer regarding the status of claims. Release or send the Letter of Authority (LOA) once the claim has been approved, or advise the concerned parties of any outstanding requirements. Proactively follow up on claims to ensure that the prescribed Turnaround Time (TAT) is met. Escalate delayed or unresolved claims to the appropriate personnel when necessary. 8. CLIENT ASSISTANCE AND POLICY EXPLAINATION : Explain relevant details and coverage of motor insurance policies to clients in a clear and understandable manner. Provide clarification regarding policy provisions, including deductibles/participation, depreciation, and other applicable terms and conditions, particularly in relation to claims. 9. SPECIAL TASK: Escalate issues and concerns raised by Dealer teams to SICI Management for appropriate action and resolution. Monitor and coordinate concerns related to Letter of Authority (LOA) and Accounts Receivable (AR). Conduct weekly extraction and review of issued motor insurance policies to ensure accuracy, completeness, and proper documentation. Closely monitor policy issuance and ensure timely processing, particularly during month-end closing. Perform other related duties and special assignments as may be required by management. Education: Bachelor's (Required) Location: Dasmariñas, Cavite (Preferred) Willingness to travel: 25% (Required) Work Location: In person
Наблюдалась 2026-09-17, впервые 2026-09-17, источник — Indeed.