AGNES MEDINA

• Reaching set quota every month and every year;

• Provides monthly reporting and recording all sales activities in a web-based cloud system

• Facilitates policy issuance for Travel, Personal Accidents, Fire and Motor Insurance Policies

• Daily sales cycle mostly to brokers, agents, agency and travel agencies in the Philippines.

• Preparing, Present products to prospective clients and bids

• Analyze policy terms and conditions for client presentations and gaining market.

• Ensure premium generation and collection is met.

• Monthly meeting with claims, underwriting and risk management division for insurance policy amendments and enhancement

• Maintains harmonious relationship with brokers, agent’s, agency and travel agencies for sales purposes.

• Organizes travel paraphernalia’s and collaterals to clients

• Prospecting new sales by cold calling businesses

• Coordinate to internal and external supports to expedite workflow and turn around time.

• Negotiating terms and conditions with clients

• Coordinating teams to meet clients’ or businesses’ pipeline

• Coordinates with International Service Provider to assist clients abroad who availed travel insurance policy with emergency situations;

• Evaluate denied claims whether qualified for Marketing Consideration.

• Facilitate seminars and sales presentation to co-employee and branches for proper interpretation of insurance policy to the market;

• Organizing regular client meetings to ensure excellent customer service

• Provide professional after-sales support and retain current customers by strengthening client relationships

• Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
• Prepared additional quotes for current clients to upsell products and services.
• Resolved issues promptly to drive satisfaction and enhance customer service.
• Strengthened customer relationships with proactive and collaborative approach to managing needs.

• Receives and examine submitted claims from providers.

• Adjudicates claims based on account coverage, effectivity and benefit plan, company policies, claims rules and procedures.

• Analyzes submitted claims and process it in the network system. encodes medical codes involving selections of most accurate description code using the ICD and CPT.

• Approves claims within the limits of authority given.

• Verifies and approves laboratory request of patients.

• Verifies if the account has adequate funds to cover claim disbursements or payment to the provider is released.

• Handle discharge confinement of patient and compute for benefits.

• Properly operates and maintains the computerized system used in processing claims through timely and accurate capturing, recording and dissemination of claims information.

• Provides concerned parties with accurate and complete information necessary for reconciliation of claims with providers and clients.

• Studies and understands comprehensively contracts with all providers and health plans of all accounts. assigned by the superior, especially those with Point-of-Service (POS)

• Prepare monthly remittance of payments to all accredited physicians.

• Coordinate needs and requirements with other concerned departments to achieve accuracy and timeliness in processing of claims.

• Assisting Clients to their concerns and inquiries

• Generates correct Statement of Accounts (SOA) on medical bills that are non-coverable and prepare letter of authorization

• Makes accounting entries to properly book claims transactions.

• Prepares Management reports on claims transactions.

• Answer all incoming calls and handle caller’s inquiries whenever possible.

• Receive, direct and relay telephone messages and fax messages.

• Re – direct calls as appropriate and take adequate messages when required.

• Greet, assist and / or direct Foreigners, visitors and the general public.

• Receives & encodes details, checks OR’s & Invoices from Accounting Department.

• Release checks and expanded withholding tax from different suppliers

• Prepare checks transmittals & updates logbook records.

• Assist in the planning and preparation of meetings, conferences and conference telephone calls.

• Open and date stamp all general correspondence.

• Maintain the general filing system and file all correspondence.

• Assist the executive director and other staff as requested.

• Provide administrative services for the executive director.

• Perform other related duties as required.