Intermediary Partners Assistant

Job Title: Intermediary Partners Assistant - Partners Management
Division: Operations
Department: Operations Back Office and Support Department
Reports to (Position of Immediate Superior): Intermediary Partners Operations Manager
Primary Job Responsibility

• Assists in the overall management of intermediary partners after accreditation up to disaccreditation
• Helps in the fulfillment of defined activities and initiatives for agent validation and retention

I. Job Description

• Duties and Responsibilities done at PERIODIC or REGULAR Intervals
• Responds to intermediary partners' emails, calls, or texts (general inquiries and requests)
• Updates basic information of intermediary partners (email address, bank details, etc.)
• Updates databases, shared files, and monitoring log sheets
• Requests updating of website for the list of legitimate agents
• Assists in the facilitation of HMO renewal and enrollment for qualified agents
• Monitors HMO payment of enrolled agents
• Assists in the facilitation of agency production and plantilla review, and agency clean-up
• Sends reminders on agency production performance
• Helps in the facilitation of awarding of agency incentives
• Duties and Responsibilities done at IRREGULAR or INTERMITTENT Intervals
• Approves social media sites of agents used for Maxicare business
• Facilitates data changes and responds to intermediary partner-related concerns
• Facilitates agency movement requests (transfers, promotions, resignations, and downgrades)
• Cascades advisories to intermediary partners
• Helps in the facilitation and implementation of agency initiatives and events
• STANDARD RESPONSIBILITY STATEMENTS

✓ Strives to embody, commits to support and deliver the quality policy, objectives and initiatives of the organization;

✓ Communicates, engages, directs and supports people to contribute to the QMS effectiveness;

✓ Demonstrates commitment to customers by ensuring applicable statutory and regulatory requirements are determined, understood and consistently met;

✓ Abides by the QMS policies and procedures for the effective management and control of its processes; and

✓ Promotes and utilizes the Process Approach and Risk-based Thinking at work.

✓ Performs other RELATED functions that may be assigned BY THE IMMEDIATE SUPERIOR

II. JOB SPECIFICATIONS

• SKILLS
• EDUCATIONAL REQUIREMENT

MINIMUM educational level and background required by this POSITION:
College graduate of 4, 5 year-course.

• EXPERIENCE AND TRAINING

PERIOD OF TIME OR LENGTH of related experience the CANDIDATE must acquire before being

assigned to and perform the functions of this job, SATISFACTORILY under NORMAL supervision:
One year - Less than 3 years

• SKILLS REQUIREMENT
• Has good command of the English language
• Proficient in Microsoft Office and Google Applications
• Has good interpersonal skills
• Keen to details
• Team player
• RESPONSIBILITY
• ACCOUNTABILITY – ASSETS, CASH, EQUIPMENT

Value or worth of company assets (cash, checks, financial instruments, investments, tools,

materials, machinery, equipment, and supplies) this POSITION is accountable for:

Specify Assets, Cash And Equipment Directly Accounted For
Laptop, Mobile Phone

• ACCOUNTABILITY – RECORDS AND DOCUMENTS

Level of CONFIDENTIALITY AND IMPORTANCE of the information, records, reports, and

documents prepared, maintained, has access to, and handled by this POSITION

Critical, Operational - Only identified and selected individuals are given the privilege of

knowing the contents of any documents; disclosure may have an APPRECIABLE EFFECT on

the company.

• NEED FOR SUPERVISION

EXTENT of work supervised or managed by the Immediate Superior, whether the job is limited

or diversified; quantify range of activities, VARIETY of tasks to be carried out, and the DIVERSITY

of the problem to be solved

• Follows establishment procedures generally; refer only unusual cases to superior.
• CONTACTS – INTERNAL AND EXTERNAL

EXTENT the work required in making personal contacts inside and outside of the organization,

level of importance of contacts; FREQUENCY they are made; LEVEL OR DEGREE they involve

exchanging information, dealing with people, exerting influence, persuading them to take

action, etc. Broad, Significant

• EFFORT
• PHYSICAL EFFORT

USUAL POSITION at work of this JOB considering energy needed and exerted to satisfactorily

perform the job

Sitting, speaking and/or traveling are done in intervals, in combination or alternately.

• MENTAL EFFORT

AMOUNT OF THINKING to analyze problems; develop and evaluate solutions to given problems

Standardized – Job encompasses SEVERAL areas; solution to the problem is READILY APPARENT

in differing situations requiring such for solutions within the area of learned things.