Branch Services Specialist

Philippines
Permanent
Full-time

2 months ago

JOB PURPOSE:o To provide operational services in the service centers in relation to inquiries, newbusiness 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

o Process non-financial policy changes/requestso Sends request for amendment and other requirements, beyond authority, to HeadOffice within the agreed turnaround time.

Collections functions

o Receives PDCs and issues acknowledgement receipts.o Logs received Auto Debit arrangement forms; checks for accuracy and completeness ofinformation; logs in PSP tool and sends to Head Office

Customer Centricity

o Attends to inquiries and concerns of clients and/or distributors within limits ofauthority.o Provides monthly production report to Zone Heads

Compliance

o Ensures compliance to government requirements for annual renewal of businesspermits, fire insurance and coordinates with other departments to secure requireddocuments.o Ensures compliance to the agreed operational standards, PSR guidelines, AML, KYC, RiskManagement, audit requirements, etc.

Process improvement

o May recommend improvements on how to address procedural errors, delays andefficiency of service.o Conducts orientation to Distributors on new operational processes

Empowerment

o Processes six (6) Non-life transactions i.e. Change of Name, Status, Signature,Beneficiary, Place of Birth; Collateral Assignmento Printing and releasing of policy contracts for Non-lifeInternalo Processes Change of Method and Modeo 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 Casualtyo 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

o Graduate of any 4-year Bachelor’s degree

Relevant Experience

o Minimum 2 years working experience in administrative or customer service functionso Preferably with background in insurance operational processes

Personal Characteristics/Behaviors

o Customer Focuso Time managemento Stakeholder managemento Decision qualityo Oral & Written communicationo Analytical skillso Negotiation skillso Integrity & trusto Detail orientedo Highly organized

Other Requirements

o Proficient in MS Office applications

AXA

Apply Now