Branch Services Specialist - Makati

Shift: Day Job

Schedule: Full-time

JOB PURPOSE:

To provide operational services in the service centers in relation to inquiries, new business applications, non-cash after sales transactions, receipt of non-cash payments, posting of premiums, etc. as well as ensuring that office facilities are properly kept

CRITICAL ACCOUNTABILITIES

After sales transaction requests

Process non-financial policy changes/requests

Sends request for amendment and other requirements, beyond authority, to Head Office within the agreed turnaround time

Collections functions

Receives PDCs and issues acknowledgement receipts

Logs received Auto Debit arrangement forms; checks for accuracy and completeness of information; logs in PSP tool and sends to Head Office

Customer Centricity

Attends to inquiries and concerns of clients and/or distributors within limits of authority

Provides monthly production report to Zone Heads

Compliance

Ensures compliance to government requirements for annual renewal of business permits, fire insurance and coordinates with other departments to secure required documents

Ensures compliance to the agreed operational standards, PSR guidelines, AML, KYC, Risk Management, audit requirements, etc.

Process improvement

May recommend improvements on how to address procedural errors, delays and efficiency of service

Conducts orientation to Distributors on new operational processes

Empowerment

Processes six (6) Non-life transactions i.e. Change of Name, Status, Signature, Beneficiary, Place of Birth; Collateral Assignment

Printing and releasing of policy contracts for Non-life

Processes Change of Method and Mode

Receives and processes request for policy issuance, renewal, reinstatement, cancellation and spoilage for six (6) lines of business i.e. Motor, Property, Marine, Engineering, Personal Accident and Other Casualty

Ensures compliance to the agreed operational standards, PSR guidelines, AML, KYC, Risk Management, audit requirements, etc.

Upkeep of Branch office facilities & Others

o Ensures utility bills are paid on time. Follows-up check payment with Finance

o Manage revolving funds

o Coordinates with the distribution channel on the repairs of office facilities and equipment

o Performs annual inventory of fixed assets

o Performs basic troubleshooting within the scope allowed and defined by I.T.

o Provides assistance and support during Sales Activities

Qualifications

Educational Qualifications

Graduate of any 4-year Bachelor’s degree

Relevant Experience

Minimum 2 years working experience in administrative or customer service functions.w

Preferably with background in insurance operational processes

Personal Characteristics/Behaviors

Customer Focus

Time management

Stakeholder management

Decision quality

Oral & Written communication

Analytical skills

Negotiation skills

Integrity & trust

Detail oriented

Highly organized

Other Requirements

Proficient in MS Office applications