Branch Services Specialist

1 day ago

Paranaque City, Calabarzon, Philippines WeSupport Incorporated Full time ₱70,000 - ₱120,000 per year

Responsibilities

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 Accountability:

  • After sales transactions request:
     Process non-financial policy changes/requests. Sends request for amendment and other requirements, beyond authority, to Head Office within the agreed turnaround time
    .
  • Collection 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

  • Graduate of any 4-year Bachelor's degree. (Non Negotiable)
  • Minimum 2 years working experience in administrative or customer service functions (Non Negotiable)
  • Preferably with background in insurance operational processes (Advantage)
  • Proficient in MS Office applications (Non Negotiable)
  • Personal Characteristics/Behaviors (listed below):
  • Customer Focus
  • Time Management
  • Stakeholder Management
  • Decision Quality
  • Oral & Written communication
  • Analytical skills
  • Negotiable Skills
  • Integrity and Trust
  • Detailed Oriented
  • Highly Organized

  • Branch Service Specialist

    2 days ago

    Paranaque City, Calabarzon, Philippines UPTC Full time $104,000 - $130,878 per year

    Key ResponsibilitiesAssist customers with account inquiries, transactions, and product/service information.Support branch operations by ensuring proper documentation, compliance, and adherence to company policies.Address and resolve customer concerns in a professional and timely manner.Coordinate with internal teams to ensure smooth branch operations and...

  • Branch Services Specialist

    2 days ago

    Paranaque City, Calabarzon, Philippines Tranzend Solutions Trading Corporation Full time ₱70,000 - ₱120,000 per year

    Qualifications:Graduate of any 4-year Bachelor's degree.Minimum 2 years working experience in administrative or customer service functionsPreferably with background in insurance operational processesProficient in MS Office applicationsJob DescriptionTo provide operational services in the service centers in relation to inquiries, new business applications,...

  • Branch Customer Service Head

    1 day ago

    Paranaque City, Calabarzon, Philippines Transnational Properties, Inc. (Real Estate arm of Motortrade) Full time ₱104,000 - ₱130,878 per year

    Branch Customer Service HeadMust be willing to be assigned at Pasig CityThe Branch Customer Service Head is responsible in managing the full branch operations management which includes planning, organizing and implementation of back office duties & responsibilities.Educational attainment:Graduate of Management Major in Marketing or any 4 years Business -...

  • Branch Channel Leader

    2 days ago

    Paranaque City, Calabarzon, Philippines beBeeLeadership Full time ₱6,000,000 - ₱7,000,000

    Service Delivery Leadership RoleThe Service Head is responsible for overseeing and supervising all branch channel activities to achieve predetermined Key Performance Indicators (KPIs). The position plays a crucial role in driving business growth by leading teams to deliver exceptional customer experiences.Key Responsibilities:Supervise day-to-day branch...

  • Branch Supervisor

    5 days ago

    Paranaque City, Calabarzon, Philippines Golden Delivery Service Corp. Full time ₱250,000 - ₱300,000 per year

    Operations Management:Oversee all daily logistics activities, including shipping, receiving, and distribution, to ensure timely and accurate product movement.Staff Management:Manage and schedule delivery personnel, assign tasks, and monitor their performance to ensure operations run smoothly.Route and Inventory Management:Prepare daily delivery routes,...

  • Branch Operations Specialist

    3 days ago

    Paranaque City, Calabarzon, Philippines UPTC Full time ₱104,000 - ₱130,878 per year

    Job Qualifications:Graduate of any 4-year Bachelor's degree. (Non Negotiable)Minimum 2 years working experience in administrative or customer service functions (Non Negotiable)Preferably with background in insurance operational processes  (Advantage)Duties and Responsibilities:After sales transactions request: Process non-financial policy...

  • Assistant Branch Manager

    5 days ago

    Paranaque City, Calabarzon, Philippines Drift Motor Inc. Full time ₱600,000 - ₱1,200,000 per year

    We're Hiring: Assistant Branch Manager Location: Drift Motor Speedway – Ayala Malls, Manila Bay Employment Type: Full-timeAbout the RoleDrift Motor Speedway is looking for a dedicated and enthusiastic Assistant Branch Manager to help lead daily operations and deliver an exceptional guest experience. If you have a passion for motorsports, strong leadership...

  • service head-sucat

    2 days ago

    Paranaque City, Calabarzon, Philippines Maybank Full time

    OverviewTo lead and supervise all the Branch channel activities in order to achieve predetermined KPIs;Responsible for day-to-day supervision of branch service delivery and operations ensuring increased productivity in terms of cost reduction and channel profitability, adherence to premises standards, complaints management and compliance to regulations &...

  • Branch Specialist

    5 days ago

    Cavite City, Calabarzon, Philippines Cvm finance and credit corporation Full time ₱14,000 - ₱15,000 per year

    · Monitor day to day operations of covered branches with supervisory and administrative functions· Achievement of production targets monthly· Loan processing (new,extension and renewal)· Security and control of cash and collateral all transactions· Participation in all sales activities to support new clients specially creating agents· Execute excellent...

  • Branch Base Marketing Assistant

    1 day ago

    Paranaque City, Calabarzon, Philippines Transnational Properties, Inc. (Real Estate arm of Motortrade) Full time ₱50,000 - ₱80,000 per year

    Branch Base Marketing AssistantThe Branch Base Marketing Assistant is responsible in a.)attending walk-in customer inquiries in the branch, b.) facilitate and monitor the end to end process of customer loan application,c.) follow up pending inquiry, referrals, repeat buy and approved pending applicants, and d.)maintain a good merchandising of marketing...