Branch Service Associate

2 weeks ago


Cebu City, Central Visayas, Philippines Fortune Life Insurance Company Full time

Roving Branch Service Associate

Responsibilities:

  • Handle payments, receipts, and petty cash/operating funds
  • Encode, transmit, and mail applications/documents to Head Office
  • Provide policy servicing and financing for DEPED accounts
  • Act as custodian of company checks, funds, and properties
  • Prepare reports, inventories, and transmittals (weekly, monthly, quarterly)
  • Represent the company at DEPED Regional Office and assist agents/branch manager
  • Process business permits, record and file documents
  • Perform other customer service and administrative tasks as needed

Qualifications:

  • Graduate of any finance-related course (Accounting, Finance, etc.)
  • With experience in cash handling and administrative work preferred
  • Proficient in MS Office (Word, Excel, Outlook)
  • Strong organizational and communication skills
  • Trustworthy, detail-oriented, and able to work independently
  • Willing to travel or be assigned to different branches


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