Branch Support Specialist

2 weeks ago

Cebu City, Central Visayas, Philippines Allianz-PNB Life Incorporated Full time ₱300,000 - ₱600,000 per year

Purpose of the Role

As the Insurance Operations Staff, you will assist the region expands the core business of Allianz PNB Life. You will provide administrative support to the sales force by liaising with the different departments and provide an accurate & on time reports to the immediate superior and sales force, including proper monitoring of manpower activation, submissions and issuance.

Responsibilities of the Role

  1. Monitoring of applications and pending requirements; report/escalate delays in processing and identifying areas for improvement.

  2. Monitors all New Business applications submitted by the intermediaries and follow up pending requirements within the specified TAT.

  3. Assists/guides Intermediaries in completing the applications . Assist the Intermediaries on appropriate routine underwriting requirements applicable to the application for life insurance.

  4. Report/escalate delays in processing of documents and identify areas for improvement.

  5. Provide Management Information Reports and all other reports related to the operations of the Agency.

  6. Assisted Agency in preparation for the BOP/Licensing Training Materials for Manila & South Luzon

  7. Submission of Agents Application & other requirements to Licensing
  8. Releasing of Blank Applications, Brochures to Agency in Manila, South Luzon, Iloilo & Davao

  9. Supplies Requisition/Provisional receipts

  10. New Business and Product Training for the Agency

  11. Preparing the Daily Production Report for Agency

  12. Consolidation of Business partners for the Agency Day
  13. Other Administrative Functions

Requirements for the Role

  • Degree in Business Administration and/or Allied professions
  • Work experience in Insurance, Bancassurance in the following areas: (1) Insurance Administration; (2) Product Knowledge; and (3) Training, Licensing & Agency
  • Experience with AI-driven adaptive learning technologies and data analysis for personalized training.
  • Proficiency in using AI tools for content recommendation, automated assessment, and feedback.

Preferred but not required

  • Excellent written & communication skills
  • Excellent analytical and problem solving skills
  • Knowledgeable in MS word, excel & powerpoint
  • Goal oriented and results driven
  • Flexible/ willing to adapt to changes
  • People/Client-oriented

About Us

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.

Job Type: Full-time

Work Location: In person

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