Branch Services Specialist
3 weeks ago
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 Ensures utility bills are paid on time. Follows-up check payment with Finance Manage revolving funds Coordinates with the distribution channel on the repairs of office facilities and equipment Performs annual inventory of fixed assets Performs basic troubleshooting within the scope allowed and defined by I.T. 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. 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 #J-18808-Ljbffr
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Branch Operations Specialist
3 weeks ago
Caloocan, Philippines AXA Full timeMeet the agreed service level standards in supporting Agency channel’s branch operational requirements related to New Business processing, collection, after-sales transactions, and proper office administration, towards the achievement of Agency channel’s sales targets: Processing of branch transactions within the agreed service level standards Accurate...
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Product Specialist
4 weeks ago
Caloocan, Philippines South Asialink Finance Corporation Full timeWith at least six months to one year of sales experience. Preferably with work experience in vehicle sales (cars) or financing industry. Expert in customer care and relationship-building. Hardworking and can work under pressure. Can start ASAP. Your application will include the following questions: What’s your expected monthly basic salary? Which of the...
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Branch Sales Officer
2 weeks ago
Caloocan, Philippines Security Bank Corporation Full timeBranch Sales Officer (Camarin, Caloocan) The Role As a Branch Sales Officer , you will ensure the achievement of business deliverables thru the tactical rollout of sales strategies and activities. And also, you'll address the banking requirements of those in the targeted market segment through the competent matching of client needs with our innovative...
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Paid Training
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Caloocan, Philippines Sapient Global Services Full timeWe are looking for a dedicated Call Center Agents - Healthcare Account Specialist as prior in our Metro Manila sites! Easy and Fast One-day Hiring Process! Earn up to 25k monthly plus more benefits! This is for urgent hiring, don’t miss this opportunity and if you have these skills, this might be your sign to apply here at Sapient and BE PART OF A GROWING...
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Customer Service Representative
3 days ago
Caloocan, Philippines Lamonte Sales and Merchandising Specialist Full timeThe CSR will focus on clerical data related tasks, who would be responsible for maintaining and organizing large amounts of data, as well as performing administrative duties to support the customer marketing and operation department. Job Requirements Bachelor’s Degree in Marketing Management, or any related course Detail-oriented Proactive, Enthusiastic...
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Mandarin-Fukien Sales Admin Specialist
3 weeks ago
Caloocan, Philippines J-K NETWORK SERVICES Full timeCOMPANY PROFILE: This software company offers products and services related to both software and hardware supplies. It also addresses product concerns and oversees the management and maintenance of research and design specifications. Position: Mandarin-Fukien Sales Admin Specialist Industry: Software Company Location: Caloocan...
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Mandarin-Fukien Sales Admin Specialist
2 weeks ago
Caloocan, Philippines J-K Network Services Full timeThis software company offers products and services related to both software and hardware supplies. It also addresses product concerns and oversees the management and maintenance of research and design specifications. Position: Mandarin-Fukien Sales Admin Specialist Industry: Software Company Location: Caloocan City Schedule: Dayshift Schedule (Monday to...
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Mandarin-Fukien Sales Admin Specialist
2 weeks ago
Caloocan, Philippines J-K NETWORK SERVICES Full timeCOMPANY PROFILE: This software company offers products and services related to both software and hardware supplies. It also addresses product concerns and oversees the management and maintenance of research and design specifications. Position: Mandarin-Fukien Sales Admin Specialist Industry: Software Company Location: Caloocan City...
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Shared Services Specialist
4 weeks ago
Caloocan, Philippines Tala Full timeShared Services Specialist (Workforce Management) Tala Manila, National Capital Region, Philippines About Tala At Tala, we’re applying advanced technology and human creativity to solve what legacy institutions can’t or won't. We are a global financial infrastructure company on a mission to unleash the economic power of the global majority, recognizing...
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Caloocan, Philippines J-K Network Services Full timeCOMPANY PROFILE: This software company offers products and services related to both software and hardware supplies. It also addresses product concerns and oversees the management and maintenance of research and design specifications. Position: Mandarin-Fukien Sales Admin Specialist Industry: Software Company Location: Caloocan...
