Branch Services Specialist - Makati

AXA; Caloocan; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading insurance company in the Philippines is seeking a candidate to provide operational services in their service centers. Responsibilities include processing inquiries and transactions, ensuring compliance with operational standards, and managing office facilities. Suitable candidates should have at least 2 years of experience in administrative or customer service roles and a relevant Bachelor's degree. Proficient MS Office skills and strong customer focus are essential.

Qualifications

• Minimum 2 years working experience in administrative or customer service functions.
• Preferably with background in insurance operational processes.

Responsibilities

• Provide operational services related to inquiries and transactions in service centers.
• Ensure compliance with operational standards and government requirements.
• Manage office facilities and utilities.
• Coordinate with finance for timely bill payments.

Skills

Customer Focus

Time management

Stakeholder management

Decision quality

Oral & Written communication

Analytical skills

Negotiation skills

Integrity & trust

Detail oriented

Highly organized

Education

Graduate of any 4-year Bachelor’s degree

Tools

MS Office applications

Job description

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
  • Ensures utility bills are paid on time. Follows-up check payment with Finance
  • Manage revolving funds
  • Coordinates with the distribution channel on the repairs of office facilities and equipment
  • Performs annual inventory of fixed assets
  • Performs basic troubleshooting within the scope allowed and defined by I.T.
  • Provides assistance and support during Sales Activities

Qualifications

• Educational Qualifications
  • Graduate of any 4-year Bachelor’s degree
• Relevant Experience
  • Minimum 2 years working experience in administrative or customer service functions.
  • 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