Branch Services Specialist

10 hours 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 functions
  • Preferably with background in insurance operational processes
  • Proficient in MS Office applications

Job Description

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

Job Type: Full-time

Work Location: In person

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