New Business Finance Associate

6 days ago

Makati City, National Capital Region, Philippines YGC Corporate Services, Inc. Full time ₱230,000 - ₱290,000 per year

Job Responsibilities and Tasks:

1. Process New Policy Applications

  • Review, verify, and enter new insurance applications into the system

2. Data Analysis and Reporting

  • Assist with analyzing and reporting financial data related to new business performance.

3. Policy Issuance and Processing

  • Support processing of policy issuance, including calculating premiums, billing, and preparing documentation.

4. Database Management

  • Maintain and update records for new business transactions

5. Other Duties

  • Perform special projects and tasks as assigned by the Head of Office.

Skills and Qualifications:

  • Bachelors' degree in Finance, Accounting, or a related field
  • Minimum of three (3) years of related work experience
  • Ability to analyze financial data and identify trends
  • Strong attention to details and accuracy in financial processing
  • Ability to identify and resolve issues related to new business finance.
  • Proficient in relevant Microsoft Office Software
  • Strong organizational skills. Ability to manage multiple tasks, prioritize work, and meet deadlines.
  • Problem solving skills. Ability to identify and resolve issues related to New Business processing
  • Strong verbal and written communication skills essential for interacting with clients and other parties.

Job Type: Full-time

Pay: Php23, Php25,000.00 per month

Benefits:

  • Company events
  • Health insurance
  • Life insurance

Work Location: In person

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