Licensing Specialist

2 weeks ago

Makati City, National Capital Region, Philippines Hunter's Hub Inc Full time
Qualifications
Must be a Bachelor's Degree Holder in Psychology, Finance, Business Administration, or any related courses.

Must have a minimum of 2 years of professional experience related to the position.

Must have experience in Business Unit (BU) reporting, Root Cause Analysis, and File Management.

Experience in Process Knowledge and Insurance background is an advantage.

Must be proficient with Microsoft Office Tools (Word, Excel, PowerPoint).

Must be tech savvy, and can work with data and numeration.

Must be able to effectively deal with people at all levels inside and outside of the Company.

With Excellent Communication Skills and Keen to details

Job Description

Summary of the Job:


The primary responsibility of this role is to manage the exam administration of the agents, submit requirements to IC/IIAP, coordinate with IC, Distributor, Recruitment of the Channels, and Finance, and ensure that the agent's requirements and records are complete by reviewing and maintaining records, compiling information and submits forms to IC in order to keep agents licensed up to tagging in the system and providing the agents their code to sell the products.


The role requires heavy coordination with other corporate licensing departments to ensure timely and efficient license acquisition, cancellation and renewal.

Being a Licensing Specialist ensures compliance with organization policies and government regulations. Additionally, LS works independently within established procedures associated with the job function.

This role is also responsible for conducting Root Cause Analysis of complaints, as endorsed by the different units/channel that manage distributors.

Other tasks may be assigned to this role, as the need arises.

Operation Excellence

Timely coordination with the Channel, Distributor, IC, and Finance

Timely coding of distributor in the system once IC approved the license application in ELS

Regular checking of IC application of distributor applicants


Learn and understand major licensing procedures: Coding, License Renewal, Reinstatement, Agency Movement Request (AMR), Movement of Business (MOB), Transfer of Business (TOB), Resignation and Clearance.

Completeness of transactions processed and ensure these are timely and accurately done and recorded

Act on, investigate, and profile escalated cases accordingly

Track reported errors from channels and distributors

Conduct a deep dive on findings to arrive at the root cause, especially on highly visible, high-impact, or recurring issues

Make recommendations to the BU to manage unacceptable variation, as a result of quality checking and analyses by the QA team

Customer (Distributor) Centricity

As requested, conduct RCA and provide a report

Consolidate reported and escalated errors from clients and distributors, and profile and coordinate with the BU and other departments to resolve and put in place appropriate controls; monitor action plans and timelines

Participate in distributor engagement programs to understand needs and expectations

Make recommendations on enhancements to improve the overall distributor experience

Stakeholder Management

Ensure SLAs are established with assigned BUs

Regularly coordinate with other departments on changes in guidelines or regulations

Manage relationships and agreements with distributors and channel

Respond to escalated queries/concerns from internal and external

Communicate with distributors and other parties on sensitive matters in a timely and effective manner

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