roving assistant

Join our roster of exceptional people

Perks & Benefits:

• Guaranteed 15 months' pay
• HMO
• Medical reimbursements
• Internal & external trainings
• Year-round fun & exciting Company Events
• Employee appreciation
• Work-life balance

Job Description:

The Roving Assistant is responsible in providing operational support to the Branch Business Group Unit through acting as a reliever of a Branch Staff in functions such as Policy Issuance.

The duties and responsibilities of Roving Assistant may include, but are not limited to the following:

A. Policy Issuance

• Processes requests for issuance of policy and quotation.
• Ensures policies issued are complying to the Company's Underwriting Guidelines.
• Ensures that policies are delivered to insureds or intermediaries within the turn- around-time.
• Maintains copies of policies for the branch's reference;
• Prepares reports such as, but not limited to, Renewal Persistency and Monthly Production.
• Conducts monthly post-review of agency-written business (applicable for Branches with writing agents).

B. Cashier

• Act as a reliever of the Branch Cashier as needed.
• Post Audit Branch Cashier operation at least 1 to 2 branches per month.
• Checking and monitoring the following: a. Cash Advances and Liquidation b. Checking Fund Replenishment Report
• Post Audit the provisional receipts of the branches
• Prepares Audit Report and memo pertaining to lapses and findings
• Provide assistance and guidance to Branch Cashiers
• As a reliever for Branch Cashier, act as Check Signatory as needed
• As a reliever for Branch Cashier, analyzes statement of accounts of brokers and agents and prepares reports for receivable meeting.
• Conduct training of new Branch Cashier

C .If not acting as reliever, the Roving Assistant is responsible for the branchs' underwriting and assist in monitoring branch compliance on finances (including collection of premiums) procedures and guidelines all all other related branches services.

D. Performs other duties as may be assigned by immediate superior from time to time.

Qualifications:

• Candidate must possess a Bachelor's degree in Business, Marketing, or any related field.
• Must be literate in Modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications.
• Experience in the same position and/or in Non-Life Insurance is an advantage.
• With above-average verbal and written communication skills

Online recruitment process

About Cocogen Insurance, INC.

Cocogen is an employer that provides equal opportunities and is dedicated to fostering a diverse workplace. All qualified candidates will be considered without discrimination based on race, color, religion, gender, national origin, age, disability, sexual orientation, gender identity or expression, or any other characteristic that is legally protected.

Cocogen has consistently been among the country's top ten general insurance companies, an industry with over 50 players.

Established in January 1963 as Allied Guarantee Insurance Company, Inc., the company built a solid reputation in the general insurance landscape in the country. By 1989, it had been wholly owned by United Coconut Planters Life Assurance Corporation (Cocolife) and became the non-life insurance company arm of the UCPB Financial Services Group. In 2019, the company took another step forward and rebranded itself as Cocogen Insurance to synergize more with Cocolife.

Cocogen offers a wide array of quality and innovative insurance solutions designed to protect everything a Filipino values, from tangible, hard-earned assets such as your home, business, and your car, to something as priceless as your loved ones and yourself.

Our six decades of distinctive leadership and commitment to the industry have earned the trust and loyalty of our clients, which range from prominent multinational companies to business leaders in manufacturing, service, wholesale, and retail merchandising.

Currently, Cocogen has more than 25 fully-operated branches and offices located in key cities and localities nationwide, all with the shared goal to be your trustworthy partner by providing simple and innovative products and excellent services with a heart.

Job Type: Full-time

Pay: From Php15,500.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Life insurance
• Paid training

Work Location: In person