Processing Officer

BDO Unibank; Mandaluyong; On-site; PHP 279,000 - 391,000; Full time

Job summary

BDO Unibank in Mandaluyong area is seeking a Processing Officer to manage placement and booking processes for Marketing requests. The role focuses on timely processing of accounts, ensuring policy delivery, and accurate record updates.

The position requires reviewing billing and contracts, coordinating with insurers, and performing UAT testing. Onsite work in Ortigas with attention to guidelines is essential for this role.

Qualifications

• Must have a Bachelor's degree.
• At least 1 year of experience in processing, operations, or administrative work.
• Experience in insurance is an advantage.
• Must be willing to work onsite in Ortigas.

Responsibilities

• Review and process placement and booking requests from Marketing according to guidelines.
• Secure copies of billing, contracts, and ID cards; follow up with insurers as needed.
• Validate billing and releases to recipients.
• Book accounts in the system and update records.
• Release policies and ID cards to recipients.
• Update the monitoring file regularly.
• Monitor unbooked accounts to avoid late or expired bookings.
• Escalate delays with insurers to supervisor as needed.
• Conduct User Acceptance Testing (UAT).
• Perform other duties as assigned.

Skills

Processing experience

Administrative work

Insurance knowledge

Education

Bachelor's Degree

Job description

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Mandaluyong City, National Capital Region, PH

Business Unit: BDO Insurance and Reinsurance Brokers, I

Department:

About BDO

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

The Processing Officer is primarily functions as a Placement and Booking Processor. The function also includes reviewing/checking of the request for placement and booking submitted by Marketing and ensuring the adherence to the prescribed guidelines and procedures on timely processing of placement and booking of the accounts and releasing of the policies.

Key Responsibilities

• Reviews and processes the placement and booking request from the Marketing AO following the approved guidelines and procedures.
• Secures copy of the billing, policy/contract, ID cards (as applicable) to insurers and conducts follow-ups with insurers on pending items.
• Validates billing and releases to the appropriate recipient.
• Books the account in the system and updates record as necessary.
• Releases the policy/contract and ID cards as applicable to the appropriate recipient.
• Updates the monitoring file regularly.
• Monitors unbooked accounts and ensures no late booking, no advanced booking and no booking of expired accounts based on placement and booking guidelines.
• Reports or escalates to immediate supervisor delays of insurers on billing, policy/contract and ID cards that are beyond the agreed turn-around-time and/or other concerns with insurers, on the account or within the unit.
• Conducts User Acceptance Testing (UAT).
• Performs other job-related duties as may assigned from time to time.

Qualifications

• Bachelor's Degree
• At least 1 year of experience in processing, operations, or administrative work.
• Relevant experience in insurance is an advantage
• Must be willing to work onsite and be assigned in Ortigas.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

The BDO, BDO Unibank, and other BDO-related trademarks are owned by BDO Unibank, Inc. BDO Unibank Inc. ® All Rights Reserved.