Branch Services Specialist

2 days ago

Caloocan, Philippines AXA 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
    • 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

  • Branch Operations Specialist

    4 days ago

    Caloocan, Philippines AXA Full time

    Meet 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...

  • Digital Operations Specialist

    2 weeks ago

    Caloocan, Philippines Salient Pearl Corporation Full time

    Overview The primary purpose of the Digital Operations - Specialist is to efficiently manage and enhance digital transactions, ensuring seamless online services and customer inquiries through various online channels and the website. Reports directly to the Digital Operations Officer and plays a vital role in facilitating daily operations, maintaining...

  • Account Specialist

    2 weeks ago

    Caloocan, Philippines ALFA All Food Asia Inc. - Careers Full time

    Company Description ALFA – All Food Asia, Inc. is a Cebu-based importer and distributor of fresh frozen meat with 12 branches nationwide. As a market leader, we provide top-quality local and imported meat from approved sources like the USA, Canada, Brazil, and EU countries. Serving various sectors in the meat industry, we offer processing services through...

  • Branch Manager

    7 days ago

    Caloocan City, National Capital Region, Philippines Bioessence Group of Companies (Binondo) Full time ₱900,000 - ₱1,200,000 per year

    Job descriptionBenefitsCompetitive compensation packagePerformance based cash incentives and commissionsEmployee discounts and gift certificatesAbove standard leave creditsEmployee engagement events and activitiesTerms and conditions may applyResponsibilities:Strong leadership and interpersonal skills, capable of effectively managing and inspiring a diverse...

  • Digital Operations Specialist

    7 days ago

    Caloocan City, National Capital Region, Philippines Salient Pearl Corporation Full time ₱69,500 per year

    Job SummaryThe primary purpose of the Digital Operations - Specialist is to efficiently manage and enhance digital transactions, ensuring seamless online services and customer inquiries through various online channels and the website. Reports directly to the Digital Operations Officer and plays a vital role in facilitating daily operations, maintaining...

  • Without experience

    2 weeks ago

    Caloocan, Philippines Sapient Global Services Full time

    Without experience - Healthcare Specialist - Medical account Join to apply for the Without experience - Healthcare Specialist - Medical account role at Sapient Global Services Without experience - Healthcare Specialist - Medical account 2 weeks ago Be among the first 25 applicants Join to apply for the Without experience - Healthcare Specialist - Medical...

  • Branch Sales Supervisor

    7 days ago

    Caloocan City, National Capital Region, Philippines Personal Collection Direct Selling Inc. Full time ₱900,000 - ₱1,200,000 per year

    Qualifications & experienceVocational diploma, short course certificate or bachelor's degree in any fieldWith at least 1 year work experience in direct selling, retailing, merchandising, networking, or telco.With work experience in recruiting, training and people management is an advantage.Must be willing to undergo a six-week management training...

  • Online Food Delivery Service Support

    3 weeks ago

    Caloocan, Philippines Sapient Global Services Full time

    Now hiring for Food Delivery Specialist - Easy Account at Metro Manila Sites! We guarantee you an Easy and Fast One-day hiring process and earn up to 25k monthly plus more benefits! This is a limited slot and urgent hiring, so don't miss this career opportunity. Apply now! Responsibilities: • Assist customers with placing, modifying, or canceling food...

  • Administrative Specialist/Assistant

    2 weeks ago

    Caloocan, Philippines GTC Propack Corp. Full time

    Key Responsibilities Permit Processing & Compliance: Handle the end-to-end processing of all local business permits, licenses, and regulatory documents required for branch operations. Coordinate with government agencies (e.g., LGU, BIR, DTI, SSS, PhilHealth, Pag-IBIG) and ensure timely renewals and compliance. Office Administration: Manage office supplies,...

  • Compliance Specialist

    2 weeks ago

    Caloocan, Philippines R-NET Wired Internet Services Full time

    1 day ago Be among the first 25 applicants This is a part-time hybrid role for a Compliance Specialist, based in Caloocan City. The Compliance Specialist will be responsible for managing compliance programs, ensuring regulatory compliance, conducting risk assessments, and developing compliance policies and procedures. Additionally, the role involves...