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 employeeSchedule:- 8 hour shiftSupplemental pay types:- 13th month salaryAbility 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)
