Branch Operations Coordinator

1 day ago


Makati City, National Capital Region, Philippines beBee Careers Full time ₱5,000 - ₱8,000

Job Title: Branch Operations Specialist

About the Role:

We are seeking a highly skilled and organized individual to join our team as a Branch Operations Specialist. This role is responsible for providing operational services in our service centers, handling inquiries related to new business and aftersales transactions, receiving non-cash payments, issuing policies for life and non-life insurance, and ensuring the upkeep of office facilities.

This position requires strong communication and problem-solving skills to effectively manage client relationships, resolve issues promptly, and maintain high levels of customer satisfaction.

Main Responsibilities:
  • Handle customer inquiries and requests via email and phone calls
  • Process documents, evaluating and validating requests and supporting documents
  • Resolve soft customer complaints and escalate hard complaints to the Service Recovery Unit (SRU)
  • Accept and facilitate credit card payments
  • Conduct initial business conservation initiatives for clients requesting policy termination, surrender, or withdrawal
  • Safekeeping and releasing of policy contracts and checks
  • Coordinate with relevant channels and business units to address issues

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