Branch Service Associate

Fortune Life Insurance Company; San Juan; On-site; PHP 201,000 - 312,000; Full time

Job summary

Fortune Life Insurance Company is seeking a Branch Service Associate to handle financial transactions, administrative tasks and customer servicing at the branch level in Metro Manila.

Responsibilities include processing payments, encoding and transmitting documents to Head Office, policy servicing, and maintaining accurate records. The role requires strong MS Office skills, attention to detail, and the ability to work independently in a fast-paced environment.

Qualifications

• Graduate of any finance-related course (Accounting, Financial Management, etc.).
• With experience in cash handling and administrative work preferred.
• Proficient in MS Office (Word, Excel, Outlook).
• Strong organizational and communication skills.
• Trustworthy, detail-oriented, and able to work independently.

Responsibilities

• Handle payments, receipts, and petty cash/operating funds.
• Encode, transmit, and mail applications/documents to Head Office.
• Provide policy servicing and financing for DEPED accounts.
• Act as custodian of company checks, funds, and properties.
• Prepare reports, inventories, and transmittals (weekly, monthly, quarterly).
• Represent the company at DEPED Regional Office and assist agents/branch manager.
• Process business permits, record and file documents.
• Perform other customer service and administrative tasks as needed.

Skills

Strong organizational skills

Excellent communication

Independent work

Education

Bachelor's degree in Finance-related field

Tools

MS Office (Word, Excel, Outlook)

Job description

Branch Service Associate

The role involves handling financial transactions, administrative tasks, and customer servicing to ensure smooth branch activities.

Responsibilities:

• Handle payments, receipts, and petty cash/operating funds

• Encode, transmit, and mail applications/documents to Head Office

• Provide policy servicing and financing for DEPED accounts

• Act as custodian of company checks, funds, and properties

• Prepare reports, inventories, and transmittals (weekly, monthly, quarterly)

• Represent the company at DEPED Regional Office and assist agents/branch manager

• Process business permits, record and file documents

• Perform other customer service and administrative tasks as needed

Qualifications:

• Graduate of any finance-related course (Accounting, Financial Management etc.)

• With experience in cash handling and administrative work preferred

• Proficient in MS Office (Word, Excel, Outlook)

• Strong organizational and communication skills

• Trustworthy, detail-oriented, and able to work independently