Branch Operations Specialist | SM City San Lazaro
United Coconut Planter Life Assurance Corporation (COCOLIFE)
- Manila, Philippines6807 Ayala Avenue, Manila, Metro Manila, PhilippinesManilaMetro ManilaPhilippinesPhilippines
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Performs cashiering functions such as collection, disbursement, and replenishment of funds
- Assists in Sales meetings
- Handles customer communications and complaints
- Screens documents for insurance application, reinstatement, policy loan, surrenders, amendments and claims settlements
- Processes farmers claims and DepEdrefunds
- Screens requirements for licensing.
- Accomplishes Clearance Form as a requirement for the processing of Statements of Account of resigned or terminated agent.
- Releases Individual Retirement Fund and other agents’ benefits and compensation.
- Safe keeps, issues and controls pre-printed forms and office supplies.
- Maintains branch office facilities, fixture and equipment.
- Issuance and control of Agents Provisional Receipts and Express Coverage.
- Maintains and updates Sales Bulletin and Production Boards.
- Jet-screens insurance applications and issues policy contracts up to given limit of authority as needed
Also, performs the following conservation functions:
- Billing reminders and attending to the needs of orphan policies
- Reminding agents on payments of in force policies
- Assist in transferring business for lapsed policies that were not reinstated within 90 days
- Encouraging policy loan repayment
- Conservation effort at point of surrender
- Reinstatement campaigns
- Updating of clients’ contact numbers
- Reconcile floating items treated as “Premium Deposits” which were considered “No Policy Record”.
Trình độ tối thiểu
- A graduate of any 4-year course
- Strong analytical and planning skills
- Good communication skills
- Excellent problem-solving skills
- Detail-oriented
- Customer-oriented
- Organized
- Trustworthy
Đặc quyền và lợi ích
- Paid Vacation Leave
- Paid Holidays
- 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
Khác
- 15th Month Pay Guaranteed
- Special Performance Incentive Bonus
- 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
- Car Loan
- Computer Loan
- Financial Assistance Program Loan
Kỹ năng cần thiết
- Report Writing
- Attention to Detail
- Customer Service
- Empathy
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Customer Service
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- 6807 Ayala Avenue , Manila, Metro Manila, Philippines
- Ngành nghề
- Insurance, Healthcare and Investment
- Vị trí đang tuyển
- 1 vị trí tuyển dụng mới
- Trang web
- http://www.cocolife.com
Về 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.