None-Life Cashiering Head

Pioneer Insurance; Taguig; On-site; PHP 335,000 - 670,000; Full time

Job summary

Pioneer Insurance in the Philippines seeks a seasoned Cashiering and Financial Operations Leader to oversee the Non-Life Cashiering Section, manage daily cashiering, collections, disbursements, deposits, and fund management.

You will lead and develop the team, coordinate with Treasury, Accounting, and other departments to ensure timely, accurate transactions, strong internal controls, and excellent service delivery.

Qualifications

• Bachelor's degree in accounting, finance, business or related field.
• At least 3 years in cashiering, accounting, finance, treasury or audit.
• 1–2 years supervisory or team leadership experience preferred.
• Experience in internal controls, audit or fraud prevention is an advantage.
• Strong knowledge of cash management, bank deposits, disbursements, and financial reconciliation.
• Good analytical, organizational, and problem-solving skills.
• Effective communication and stakeholder management skills.
• High level of integrity, accuracy, and attention to detail.
• Experience in the insurance industry is an advantage but not required.

Responsibilities

• Oversee daily collections, cash and check deposits, electronic payments, disbursements, and petty cash transactions.
• Ensure all collections are properly receipted, validated, deposited, and reconciled within established deadlines.
• Monitor financial reports and operational performance to ensure accuracy, efficiency, and compliance with company policies.
• Coordinate with head office and branch teams to ensure accurate transaction posting and timely fund confirmation.
• Ensure timely resolution of inquiries and escalated concerns from internal and external stakeholders.
• Maintain service standards and turnaround times for cashiering and fund management transactions.
• Oversee the end-to-end cashiering workflow and ensure compliance with company policies, procedures, and service standards.
• Develop and implement guidelines to improve cashiering, disbursement, and fund management processes.
• Identify process gaps and recommend improvements to strengthen operational efficiency and internal controls.
• Ensure the accuracy and completeness of cashiering records, reports, and supporting documents.
• Monitor the issuance of Official Receipts (OR) for collected Creditable Withholding Tax (CWT) forms.
• Lead, coach, and develop team members to improve performance and operational efficiency.
• Conduct performance reviews and provide regular feedback and development opportunities.
• Promote teamwork, accountability, and adherence to company values and standards.

Skills

Cash management

Bank deposits

Disbursements

Financial reconciliation

Analytical skills

Organizational skills

Problem solving

Communication

Stakeholder management

Integrity and accuracy

Education

Bachelor's Degree in Accounting/Finance/Business Administration

Job description

Oversees the Non-Life Cashiering Section and manages daily cashiering, collections, disbursements, deposits, and fund management operations across the company's Non-Life insurance entities. Ensures accurate and timely financial transactions, proper reconciliations, compliance with internal controls, and efficient service delivery. Leads and develops the team while coordinating with Treasury, Accounting, and other departments.

Key Responsibilities

Cashiering and Financial Operations

• Oversee daily collections, cash and check deposits, electronic payments, disbursements, and petty cash transactions.
• Ensure all collections are properly receipted, validated, deposited, and reconciled within established deadlines.
• Monitor financial reports and operational performance to ensure accuracy, efficiency, and compliance with company policies.

Stakeholder and Service Management

• Coordinate with head office and branch teams to ensure accurate transaction posting and timely fund confirmation.
• Ensure timely resolution of inquiries and escalated concerns from internal and external stakeholders.
• Maintain service standards and turnaround times for cashiering and fund management transactions.

Process and Internal Control Management

• Oversee the end-to-end cashiering workflow and ensure compliance with company policies, procedures, and service standards.
• Develop and implement guidelines to improve cashiering, disbursement, and fund management processes.
• Identify process gaps and recommend improvements to strengthen operational efficiency and internal controls.

Records and Data Management

• Ensure the accuracy and completeness of cashiering records, reports, and supporting documents.
• Monitor the issuance of Official Receipts (OR) for collected Creditable Withholding Tax (CWT) forms.
• Ensure proper documentation and validation of transactions to support financial reporting and reconciliation.
• Lead, coach, and develop team members to improve performance and operational efficiency.
• Conduct performance reviews and provide regular feedback and development opportunities.
• Promote teamwork, accountability, and adherence to company values and standards.

Qualifications

• Bachelor's Degree in Accounting, Finance, Business Administration, or a related field.
• At least 3 years of relevant experience in cashiering, accounting, finance, treasury, or audit.
• At least 1–2 years of supervisory or team leadership experience is preferred.
• Experience in internal controls, audit, or fraud prevention is an advantage.
• Strong knowledge of cash management, bank deposits, disbursements, and financial reconciliation.
• Good analytical, organizational, and problem-solving skills.
• Effective communication and stakeholder management skills.
• High level of integrity, accuracy, and attention to detail.
• Experience in the insurance industry is an advantage but not required.