Branch Services Specialist - BGC

AXA

Philippines
Permanent
Full-time

2 months ago

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 Financeo Manage revolving fundso Coordinates with the distribution channel on the repairs of office facilities and equipmento Performs annual inventory of fixed assetso Performs basic troubleshooting within the scope allowed and defined by I.T.o Provides assistance and support during Sales ActivitiesQualifications

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

AXA

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