
Branch Service Assistant
4 days ago
Duties & Responsibilities:
- Monitors all new business applications, policy servicing request, agent licensing applications, and follows up relevant pending requirements within the specified TAT.
- Attends to all queries and request of the sales force pertaining to the following: their clients application status, policy info / status, loans info / status, and escalates problems immediately.
- Disseminates production and productivity reports.
- Submit the petty cash funds replenishment & liquidation reports on a periodical basis.
Key Responsibilities:
- Customer Service
- Transaction Processing
- Clerical and Administrative Support
- Cash Handling
- Compliance
Required Skills and Qualifications:
- Customer Service Skills: Excellent communication, interpersonal, and problem-solving skills.
- Cash Handling Experience: May be required, depending on the specific role.
- Basic Math Skills: Essential for handling transactions and reconciliations.
- Computer Proficiency: Familiarity with relevant software and systems.
- Organizational Skills: Ability to manage multiple tasks and prioritize effectively.
- Attention to Detail: Accuracy is crucial in handling financial transactions and records.
Job Types: Full-time, Fresh graduate
Benefits:
- On-site parking
- Paid training
Work Location: In person
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