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- Meets assigned expectations for profitability;
- Solicits business from new and inactive brokers;
- Assists in the development of inactive but potential brokers;
- Develops and expands business relationships through the delivery of committed services to assigned brokers and accounts;
- Assists brokers on claims follow-up / update;
- Analyzes, evaluates and accepts risks based on the Underwriting Guidelines and limits of authority
- Prepares quotations, formal/written proposals and/or request for documentation for accounts;
- Signs policies and endorsements within authorized limit;
- Monitors status of outstanding quotations and provides feedback to Head of Broker Servicing;
- Monitors accounts for renewal of assigned brokers and maintains direct premium receivables within manageable level based on agreed terms and conditions;
- College Graduate
- with at least 2-years experience in Non-Life Insurance industry
Account Associate
- Processes requests for issuance of policy and quotation.
- Ensures policies issued are complying to the Company’s Underwriting Guidelines.
- Ensures that policies are delivered to insureds or intermediaries within the turn- around-time.
- Maintains copies of policies for the branch’s reference;
- Prepares reports such as, but not limited to, Renewal Persistency and Monthly Production.
- Processes requests for issuance of policy and quotation.
- Candidate must possess a Bachelor's degree in Business, Marketing, or any related field.
- Experience in the same position and/or in Non-Life Insurance is an advantage.
Branch Processor
- Processes requests for issuance of policy and quotation.
- Ensures policies issued are complying to the Company’s Underwriting Guidelines.
- Ensures that policies are delivered to insureds or intermediaries within the turn- around-time.
- Maintains copies of policies for the branch’s reference;
- Prepares reports such as, but not limited to, Renewal Persistency and Monthly Production.
- Performs other duties as may be assigned by immediate superior from time to time.
- Candidate must possess a Bachelor's degree in Business, Marketing, or any related field.
- Experience in the same position and/or in Non-Life Insurance is an advantage.
Branch Processor
- The Sales Assistant is responsible for the performance of tasks that contribute to the Branch growth and profitability, particularly (but not limited to) marketing, sales, customer service, policy issuance, collection and claims processing.
- Meets assigned expectations for profitability.
- Solicits business from, and assists in the development of new and inactive agents, clients and other intermediaries in the branch's area of operations.
- Monitors outstanding accounts of assigned agents and fall beyond the credit arrangement.
- Prepares quotations, formal/written proposals and/or request for documentation of accounts.
- Promoted product via trade/brick and mortar and online channels.
- Helps on policy issuance and claims processing when the need arises.
- Perform other duties assigned by Immediate Superior.
- Candidate must possess a Bachelor's degree in Business, Marketing, or any related field.
- Experience in the same position and/or in Non-Life Insurance is an advantage
Branch Sales Assistant
- The HR Training Assistant is responsible for planning, organizing, directing, and managing the company-wide employee training and development programs and is assigned as the subject-matter expert in training and development.
- Fosters a culture of knowledge sharing and continuous learning through the development and promotion of training and development programs, workshops, and best practice sharing sessions.
- Conducts training needs analysis by assessing employee competencies (knowledge, skills, and abilities) and performance, position requirements, and the department and company’s strategic plans and objectives.
- Develops training and development programs through professional and technical input from subject matter experts, research, and evaluation of relevant materials.
- Conducts and/or facilitates trainings, orientations, and or seminars.
- Processes and organizes needed logistics to conduct training programs, such as arrangements for venue, food provisions, venue set-up, and payment accountabilities.
- Candidate must possess a Bachelor's degree in Psychology, Human Resources, or any related field.
- At least 1 year of relevant experience is preferred
- With above-average verbal and written communication skills.
HR Training Associate
- Responsible for resolving problems as reported on the ticketing system and providing first-line support for any systems related concerns
- Responsible for system batch processing, generation of reports, coding of simple report scripts and granting of system access.
- Provides system access to users and initiates the review of access on a regular basis.
- Performs coding, testing and documentation of simple report scripts and maintaining existing scripts to meet required changes, corrections and modifications.
- Performs Systems Batch Processing and prepares related reports. Ensures generated reports are calibrated and accurate before turning over to users.
- Logs all relevant incident/service request details; allocate categorization and prioritization codes
- Provides first-line investigation and diagnosis.
- Resolves incidents/service requests when first contacted whenever possible
- Escalates incidents/service requests that cannot be resolved within agreed timescales.
- Escalates incidents which are recurring.
- Closes all resolved incidents, requests and other calls.
- Updates CMDB (Configuration Management Database).
- Bachelor’s degree in Computer Science, Information Technology, or a related field.
- with at least 1 year of experience in the same function
- Experience with database platforms such as MySQL, PostgreSQL, Oracle, or MS SQL Server.
- Familiarity with IT monitoring tools and ticketing systems.
- Hands-on experience with JasperReports, iReport, or similar reporting tools.
- Proficiency in SQL scripting
IT Application Associate
- Planning activities such as market updates and trends, and review of KPIs and major programs/action plans for the assigned department/s;
- Monitoring of performance of assigned departments vs plans and budgets, and draft unit rating for the assigned department;
- Research on market analysis, business intelligence, market updates, and daily news.
- Bachelor’s degree in Economics, Mathematics, or any related field;
- Proficiency in business applications;
- Standard and accepted use of the English language;
- Composition writing and presentation skills;
- Experience in the same function or job is an advantage;
- Knowledge or experience in non-life insurance is also an advantage;
- Willing to work in Ortigas, Pasig City;