Dealer Coordinator (Reliever, 4 months contract)

The Dealer Coordinator plays a crucial role in managing insurance policies, supporting dealership operations, and ensuring customer satisfaction.

JOB PURPOSE:

Effectively write and manage motor insurance policies allocated by dealerships, ensuring accuracy, compliance with approved rates, and timely processing of new business and renewal accounts.

KEY TASK AND RESPONSIBILITIES:

• Prepare and issue insurance policies using rates approved by AXA Dealer Group
• Ensure accuracy of policy details such as customer information, vehicle specs, coverage, premium and payment terms

• Review and validate all required documents (sales invoice, OR/CR, IDS, etc.) before policy issuance
• Ensure compliance with underwriting and company guidelines
• Maintain complete and organized records of issued policies

• Issue motor policies accurately using rates approved by AXA Dealer Group.
• Coordinate with the Marketing Professional for interview and verification regarding the invoice.
• Distribute the motor policies to Insurance Head, Marketing Professional or client after issuance.

• Communicate and remind the client regarding renewal of the policy (if with dealer’s consent).
• Process the renewal of policies upon receipt of business allocation and advise to renew from the Insurance Head or Insurance Sales Executive.
• Send a printed copy of the renewed motor policies to the Dealer’s point of contact (must send copy to the bank if mortgaged).

• Provide monthly production reports and other reports may require.

• Provide client motor vehicle accident report form (MVARF) and list of requirements.
• Check the submitted requirements if complete.
• Take a picture of the damaged unit if claims personnel are not available.
• Update the dealer on the status of claim, send Letter of Authority (LOA) once approved or advise if there are still pending requirements.
• Proactively follows-up if claims turnaround time (TAT) not met.

• Explain to the client some details/coverage of motor insurance policy including,
• deductible/participation and depreciation in case of claim
• Inception date of the TPL policy upon renewal on the 3rd year (for brand new unit)