Branch Assistant / Policy Issuer

Details of the offer

This position entails the following responsibilities:
**1.
Branch Operations**:

- Oversees and controls the proper usage of the branch, including but not limited to office equipment, office supplies and office facilities and utilities via renovation, transfer, construction, repairs and maintenance
- Administers payments of utilities, rentals and services consumed or purchased by the branch as well as maintains the confidentiality of relevant documents.
- Submits reports and transmittals to the Head Office such as the Monthly Operational Expenses Report, BA Monthly Report, PR Monitoring Report, Weekly Monitoring Report (New Business), etc..
- Initiates the processing of renewal of contracts
- Handles the renewal of business permits
- Distributes necessary Head Office memo and reports, business forms, SOAs, Checks, etc.
to the agents
- Regularly informs and reports to the immediate superior/s matters concerning the operations, usage and utilities consumption of the branch.
**2.
Licensing**:

- Follows up agents of their pending licensing and renewal requirements
- Checks all documents required when there is an agency movement
**3.
Events and Promotions**:

- Disseminates information and/or reports coming from the Head Office to the agents
- Implements new guidelines and parameters of new sales drives and contests
- Coordinates with agents and with the Head Office for company-wide sales events
- Monitors agent's activities if a contest requires it.
- Prepares proposals for agents
**4.
Accounting**:

- Receives initial and subsequent premium payments
- Deposits collections and prepares the necessary Daily Collection Report (DCR), PDC Summary Report and Daily Cash Count Report
- Safe keeps and monitors the Petty Cash Fund
- Issues Provisional Receipts and/or Official Receipts to agents and clients
- Monitors and audits the Provisional Receipts submitted by the agents and informs the Head Office if there are cases of missing receipts.
- Issues checks for benefit payment, policy loans, SD financing and utilities
- Prepares report for replenishment of Revolving Fund
- Collects remittances
**5.
New Business**:

- Receives and distributes the Underwriting Requirements to the concerned agent/s.and the issued policy/ies to the agent/s, as well as collates the signed Policy Delivery Receipt/s (PDR)

**6.
Policy and Customer Services and Claims**:

- Handles customer (agents and policyholders) inquiries and concerns, and then coordinates with the agents as well as the concerned departments in the Head Office.
- Handles policy benefits according to their limits and coordinates with Policy Services Department and the policyholders
- Receives and checks all required documents from claimants and collects reports from service providers needed in the processing of claims as required by Claims Department.
Minimum requirements are as follows:

- At least 1 Year(s) of working experience in the related field is required for this position.
- Preferably 1-4 Yrs Experienced Employee specialized in Clerical/Administrative Support or equivalent

**Job Types**: Full-time, Permanent

**Salary**: Php9,000.00 - Php12,000.00 per month

**Benefits**:

- Additional leave
- Company events
- Health insurance
- Life insurance
- Pay raise
- Promotion to permanent employee

Schedule:

- 8 hour shift

Supplemental pay types:

- 13th month salary

Ability to commute/relocate:

- Cabanatuan, Nueva Ecija: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

**Experience**:

- Insurance: 1 year (preferred)


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

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