Accounts Assistant
United Coconut Planter Life Assurance Corporation (COCOLIFE)
- Makati, Philippines, Cocolife Building, 6807 Ayala Avenue, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Expired 6 years ago
2018-06-30T16:00:00+00:00Job closed.
Job Description
- Assists Account Executives (AE) in dealing with clients and closing of deals.
- Develops and services accounts for all Individual Life Plans and Group Accounts referred by UCPB branches.
- Provides after-sales services to clients in regards to policy details, reinstatements, billing notices, endowment, lapses requirement, withdrawals, quotation, customer feedback and other related concerns.
- Generates and prepares reports (Weekly and monthly Production, Official and Unofficial MUM, MANCOM, and other reports requested by actuarial, Bancassurance head, Corporate planning department and UCPB)
- Prepares manual commission voucher (initial and renewal) for releasing
- Monitors all Cash advances, liquidations/ reimbursements vs. budget, Weekly Activity Monitoring, Team Activity Monitoring and memos of Account Executives (AE)and Team Leads (TL)
- Monitos Daily Time Records of AEs and TLs
- Supports AEs in proposal generation. Updates the new version of the proposals received from actuarial.
- Coordinates with actuarial regarding special client proposals
- Monitors new business applications (completeness and accuracy of transmittal and insurance application and premium payment)
- Monitors loan appications up to release of policy contract
- Encodes and monitors new agent/referror information in CISBancassurance System. Monitors resigned UCPB employees
- Ensures bill payments, deposit; FT slips are forwarded to accounting
- Monitors OPR (initial and renewal premium for regular and VL accounts)
- Monitors supplies vs budget. Monitors messengers activities
- Monitors and safe keeps APR and postdated checks.
- Sorts and extracts all due and lapsed policies from policy admin department and ensure that clients are updated on the status
- Updates AE licenses and enrolling AEs in the system
- Monitor for compliance with ISO standards
Minimum Qualifications
- 4 year graduate of any course
- Skilled in monitoring and updating systems
- Excellent in time management
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Open to do sales in the future once promoted
Perks and Benefits
Paid Holidays
Paid Vacation Leave
Paid Sick Leave
Paid Bereavement/Family Leave
Maternity & Paternity Leave
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Performance Bonus
Other
- 15th Month Pay Guaranteed
- Annual Merit Increase
- Separation Benefit
- Wellness Activities (e.g. company outing, Basketball and Volleyball competitions, etc.)
- Social Responsibility Initiatives (e.g. Adopt a school, Gawad Kalinga events, etc. )
- Housing Loan
- Computer Loan
- Financial Assistance Loan
Required Skills
- Interpersonal Skills
- Attention to Detail
- Customer Service
- Time Management
- Communication Skills
- Monitoring and Evaluation
Preferred Courses
- Business Administration [Marketing Management]
- Entrepreneurship
- Business Management
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Cocolife Building, 6807 Ayala Avenue, Makati, Metro Manila, Philippines
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About United Coconut Planter Life Assurance Corporation (COCOLIFE)
COCOLIFE, the biggest Filipino-owned stock life insurance company, and the first ISO-certified Filipino life insurance company, is a prominent market leader in the industry. COCOLIFE offers a complete array of life insurance, non-life insurance, healthcare, and mutual fund products through its various business units and subsidiaries in the non-life business (Cocogen), pre-need (Cocoplans) and mutual funds (Cocolife Asset Management Co., Inc.). Cocolife boasts of over four decades of experience and expertise with more than 1,500 highly-trained agents, account executives, and field managers and a steadily expanding network of fully-computerized area and branch offices nationwide.