Branch Services Specialist

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.

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.

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• Educational Qualifications
  • Graduate of any 4-year Bachelor's degree ​​​​​​​
• Relevant Experience
  •  Minimum 2 years working experience in administrative or customer service functions.w
  • Preferably with background in insurance operational processes
• Personal Characteristics/Behaviors
  • Customer Focus
  • Time management
  •   Stakeholder management
  •  Decision quality
  • Oral & Written communication
  • Analytical skills
  • Negotiation skills
  •   Integrity & trust
  •   Detail oriented
  • Highly organized
• Other Requirements
  •   Proficient in MS Office applications

JOB PURPOSE\: 

• 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 ACCOUNTABILITIES

• After sales transaction requests
  • Process non-financial policy changes/requests
  • Sends request for amendment and other requirements, beyond authority, to Head Office within the agreed turnaround time
• Collections 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 ​​​​​​​

o   Ensures utility bills are paid on time.  Follows-up check payment  with Finance

o   Manage revolving funds

o   Coordinates with the distribution channel on the repairs of office facilities and equipment

o   Performs annual inventory of fixed assets

o   Performs basic troubleshooting within the scope allowed and defined by I.T.

o   Provides assistance and support during Sales Activities