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BANK ASSURANCE.

Company:
Legitimate Subcontracting/Staffing Services Makati
Location:
Makati, National Capital Region, Philippines
Posted:
November 07, 2018

Description:

Description:

Job Description:

Graduate of any 4-year Business / Fianance Management or IT course

With at least 1-6 months Banc assurance Role

Job Scope:

• Encode and monitor Banc assurance Day requests and approvals

• Pack and send out Bancassurance Day materials nationwide (i.e. client invites, standees, giveaways.)

• Coordinate with Sales Leaders and FAs regarding their event requests

• Monitor supply of Branch Development materials

• Encode and process Bancassurance Day Reimbursements and Cash Advances

• Send out daily emails to Sales Team and Bank partners i.e. Bancassurance Day event, MDB Upload Reminders, patching etc.

• Remind Sales Leaders on the following:

o Follow-through dates

o FA feedback report submission

o CA liquidation or reimbursement

• Print out certificate award requests

• Send out birthday e-greetings for FA and bank partners

Result/Output Required:

• All requests delivered on time (less than 2 working days after receipt of request)

• Accuracy of deliveries (no returns)

• Accuracy in handling cash advance and reimbursements

• Zero delay in processing cash advance and reimbursements