Account Assistant

Job Description

FPG Mercantile Insurance has built an enviable reputation for developing customer insights that support the creation of relevant commercial and individual insurance products and solutions. Job Summary The Account Assistant is responsible for providing end-to-end administrative and operational support in policy processing, documentation, policy issuance, account servicing, and client coordination. This role ensures the timely processing of new business and renewal accounts while maintaining accuracy, compliance, and excellent customer service throughout the policy lifecycle. What You'll Do Review and validate the completeness and accuracy of Know Your Customer (KYC) forms, sales documents, and other policy requirements. Encode and maintain accurate client and policy information in the company's systems and digital platforms. Process policy issuance for Motor programs and coordinate with Business Centers for other lines of business to ensure timely issuance and release of policies. Facilitate workflow approvals for policies exceeding authorized limits and coordinate with Business Centers regarding returned, disapproved, or pending transactions. Validate renewal accounts and ensure the timely processing of policy renewals. Assist in processing new business applications, renewals, endorsements, cancellations, and other policy servicing requests. Utilize company systems such as PIT, Workflow, and CARE for policy issuance, processing, monitoring, and posting. Maintain organized records and filing of policy documents, supporting documents, and client records. Coordinate policy delivery and secure proof of receipt in collaboration with the Administrative team. Monitor and communicate claims status updates with internal teams and clients. Assist in preparing renewal notices, printing policy documents, sending electronic policy copies, and coordinating policy cancellations. Track the delivery and acceptance of bank certificates and other policy-related documents. Coordinate with Sales, Business Centers, Underwriting, Claims, and other internal departments to ensure seamless customer service. Perform other administrative and operational duties assigned by management. What You Need to Have Bachelor's degree in Business Administration, Marketing, Finance, Management , or any related business course. Fresh graduates are welcome to apply. Candidates with at least one (1) year of experience in Insurance Operations, Policy Administration, Account Servicing, Customer Service, or Administrative Support are highly encouraged to apply. Experience in the non-life insurance industry is an advantage but not required. Knowledge of policy issuance, policy administration, and insurance documentation is an advantage. Experience using business applications or policy administration systems is a plus. Strong organizational skills with excellent attention to detail and accuracy. Excellent communication and interpersonal skills. Ability to manage multiple priorities and work in a fast-paced environment. Proficient in Microsoft Office applications, particularly Microsoft Excel and Word. Customer-focused, dependable, and committed to delivering quality service.