Branch Services Specialist

2 days ago

Paranaque City, Calabarzon, Philippines Tranzend Solutions Trading Corporation Full time ₱900,000 - ₱1,200,000 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

  • 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 Supervisor

    3 days ago

    Paranaque City, Calabarzon, Philippines Golden Delivery Service Corp. Full time ₱300,000 - ₱360,000 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,...

  • Assistant Branch Manager

    3 days ago

    Paranaque City, Calabarzon, Philippines Drift Motor Inc. Full time ₱900,000 - ₱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...

  • Branch Specialist

    1 week ago

    Cavite City, Calabarzon, Philippines ACCPRO INTERNATIONAL Full time ₱172,800 - ₱311,040 per year

    We are HiringPosition: Branch SpecialistWork Locations: Bacoor Cavite, Trece Cavite, Mabalacat PampangaWork Schedule: Monday to Friday, 7:30 AM – 6:00 PMWork Setup: OnsiteEmployment Type: Full-TimeQualifications:Any Bachelor's degree (Finance related preffered)Have at least 1 year of work experience in a lending or financing companyComputer literateHiring...

  • roving branch mechanic

    3 days ago

    Paranaque City, Calabarzon, Philippines Transnational Properties, Inc. (Real Estate arm of Motortrade) Full time ₱180,900 per year

    Branch MechanicThe Branch Mechanic is responsible in providing administrative and technical service to all motorcycle unit customers which include service & repair. He/She shall also be responsible in implementation and administration of promos and activities related to Motorcycle service.Basic Qualifications:Age (Minimum & Maximum Range):20 to...

  • Branch Operations Specialist

    2 days ago

    Paranaque City, Calabarzon, Philippines UPTC Full time ₱900,000 - ₱1,200,000 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...

  • branch base marketing assistant

    3 days ago

    Paranaque City, Calabarzon, Philippines Transnational Properties, Inc. (Real Estate arm of Motortrade) Full time ₱150,000 - ₱300,000 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...

  • service head-sucat

    3 weeks 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 Manager

    3 days ago

    Antipolo City, Calabarzon, Philippines Great Image Services Corporation Full time ₱900,000 - ₱1,200,000 per year

    The Branch Manager is responsible for overseeing the day-to-day operations of the store and is likewise tasked to design and implement effective operational and Sales strategies to bring assurance in quota achievement, maximum branch productivity, and profitability.Incentive-based with basic payPaid sales trainingTravel opportunitiesQualifications and...

  • Branch Manager

    3 weeks ago

    Cavite City, Calabarzon, Philippines ALLBANK (A THRIFT BANK), INC. Full time

    Job SummaryThe Branch Manager is responsible for the overall performance of the Branch in the achievement of business targets, through proper planning and effective implementation of the bank's sales strategies, including overall profitability management of the branch and ensures that the branch operates on a risk management environment.Duties and...