Document Solutions Specialist

Educational Qualifications

Relevant Experience

•  Graduate of any 4-year-course

•  Minimum 2 years' experience in office administration, liaison and courier processes

•  Background in outbound movement of materials and products

Personal Characteristics/Behaviors

Other Requirements

• Customer-centric

• Detail-oriented

• Flexible

• Decision Making Skills and Critical Thinking.

•  Proficient in MS Office applications (Intermediate)

•  Organization Skills

•  Good Communication Skills (written and verbal)

•  Customer Service

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation\: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

This role ensures successful delivery of documents to clients thereby achieving positive customer experience. It is responsible for the proper monitoring of document transmittals from different units. Document management including warehousing and disposal.

Critical Accountabilities

Key Result Areas

Major Activities

Output

Challenges and Risks

•   Achieves success rate in the delivery of all documents

•  Oversees and handles proper dispatch of documents to 3rd party couriers as forwarded to transmitting units.

•  Regularly engage  vendors to manage delivery performance and address issues.

•  Proper monitoring mail delivery

•  Verification of description, quantity of documents

•  Establishes standards and process efficiencies to improve delivery results.

•  Timely endorsement of documents from transmitting units to couriers

•  Transmittal report/delivery status report/ Soft copy of Transmittal slips

•  Decreasing the number of undelivered mails

•  Timely delivery of documents to

customers

•  Proper monitoring and recording of delivered and undelivered documents

•  Daily uploading and processing of delivered and undelivered documents

•   Receives undelivered documents from courier for endorsement to respective transmitting departments.

•  Verification and coordination of undelivered mails to processing units, distributors, and customers

•  Process cases received through Distributor Helpdesk related to Courier concerns.

•  Verification of description and quantity specified in return summary.

•  Date of receipt and person who received the documents.

•  Updated delivery status in AXA systems. 

•  Maintains cost efficiency in courier services

•  Checks costs and quantifies documents delivered beyond the specified lead-time to determine penalty charges or billing deductions.

•  Checks accuracy of delivery charges allocated per department.

•  Validate of billings charges for payment processing.

•  Monitors third party messenger performance (delivery and collection)

•  Timely and accurate payments of billing charges from couriers

•   Possible delays in payment to vendors

•  Document Management

•  Monitoring request and inventory documents for warehousing

•  Timely deliver and pick up of retrieval of documents and for warehousing.

•  Secure of certificate of disposal and environmental report,

•  Accurate and timely submission of work in progress reports

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.