Branch Service Assistant

Fortune Life Insurance Company; Urdaneta; On-site; PHP 201,000 - 268,000; Full time

Job summary

Fortune Life Insurance Company in Urdaneta, Pangasinan is seeking a Branch Service Assistant to support policyholders with plans and documents. You will review benefit requests, release policy contracts, and handle cashiering tasks as needed. This role calls for strong organizational and communication skills and is open to fresh graduates.

Willingness to be assigned in Urdaneta, Pangasinan and a proactive team orientation are essential for success in a busy branch environment.

Qualifications

• Bachelor’s degree or equivalent in finance-related field.
• Strong organizational and multitasking abilities.
• Excellent communication and customer service skills.
• Flexible and proactive team player.
• Fresh graduates are welcome to apply.

Responsibilities

• Assist policyholders with plans, benefits, and required documents.
• Review, encode, and process policy benefit requests.
• Release and mail policy contracts.
• Handle cashiering tasks when needed (receipts, DCR, checks, fund replenishment).
• Provide customer support to agents, policyholders, and co-workers.
• Perform other branch service tasks as assigned.

Skills

Organizational skills

Multitasking

Communication skills

Customer service

Team player

Fresh graduates welcome

Education

Bachelor’s degree in Accountancy, Financial Management or relevant Financial course

Job description

Branch Service Assistant - Urdaneta

Responsibilities:

• Assist policyholders with plans, benefits, and required documents.

• Review, encode, and process policy benefit requests.

• Release and mail policy contracts.

• Handle cashiering tasks when needed (receipts, DCR, checks, fund replenishment).

• Provide customer support to agents, policyholders, and co-workers.

• Perform other branch service tasks as assigned.

Qualifications:

• Bachelor’s degree in Accountancy, Financial Management or relevant Financial course.

• Strong organizational and multitasking skills.

• Good communication and customer service abilities.

• Flexible and proactive team player.

• Fresh graduates are welcome to apply

• Willing to be assigned in Urdaneta, Pangasinan