Policy Service Specialist

**Job Qualifications**
- Willing to do 6 months project
- Bachelor's Degree or equivalent combination of education and work experience
- 3-year experience in insurance operational processes
- Working knowledge of Office 365 tools
- Ability to cultivate and maintain strong business relationships with client agents and policyholders
- Ability to work independently while managing multiple deadlines
- Ability to execute complex tasks with concrete and abstract variables
- Problem solving skills
- Good oral & written communication skills
- Keen to details

**Job Purpose / Summary**: Delivers reliable and high quality after sales services including the accurate and timely processing of customers' policy related benefits
- Performs thorough appraisal and provides accurate approval of aftersales transaction within approval authority
- Administers payout of policy benefits and ensures accurate and timely payment of the same
- Makes proper monitoring of paid and outstanding items; ascertain only approved transactions are paid out and outstanding payouts are duly relayed to Policy Owner
- Maintains quality service by following set company standards
- Performs accurate and thorough evaluation of received after sales transaction requests within the designated limit, following existing guidelines and procedures
- Provides timely notification for reject/ pending cases to authorized recipients
- Updates life systems to reflect the change requested
- Ensures proper endorsements and customer communications and other documentation are generated and sent to Policy Owner (and/or distributor)
- Ensures proper transaction documentation by following protocols on data/information assessment, tracking, reporting and archiving
- Assists in on-boarding new Policy Services Specialists (and other AXA Personnel or distributor, as needed) by conducting orientation/training
- Provides regular feedback on commonly encountered oversights/errors and helps put in place safeguards in support to next issue avoidance
- Elevates to Supervisor common challenges and opportunities for improvement of the team
- Participates in company initiatives and projects
- Provide team support for any resource constraints experienced by the unit

**Salary**: Php34,000.00 per month

**Benefits**:

- Flextime
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Pay raise
- Promotion to permanent employee

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- 13th month salary
- Overtime pay
- Performance bonus

COVID-19 considerations:
Preventive measures include physical or social distancing, covering coughs and sneezes, hand washing.
The use of face masks or coverings has been recommended in public to minimize the risk of transmission.
Ability to commute/relocate:

- Taguig City: Reliably commute or planning to relocate before starting work (required)