About

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

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