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- Monitoring and Recording of all investment related transactions. Prepares schedule of Investment transactions Maintains monthly bank reconciliation of dollar accounts. Maintains monthly reconciliation of Direct Premiums Receivables: Preparation of manual Financial Statement for dollar transactions. Assists in the preparation of financial requirements required by the regulatory bodies. Performs other duties as may be assigned by immediate superior from time to time.
- Candidate must possess a Bachelor's Degree in Accountancy or any related field;
- Must be a Certified Public Accountant;
- With good verbal and written communication skills;
- Must know how to use modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications;
- Must be willing to work in Ortigas, Pasig City;
ACCOUNTANT
- The duties of a Cashier may include, but are not limited, to the following; • Monitoring cash Advances and Liquidation • Checking Fund Replenishment Report • Post Audit the provisional receipts of the Branches. • Preparing Audit Report and memo pertaining to lapses and findings. • Post Audit the provisional receipts of the Branches. • Prepares Audit Report and memo pertaining to lapses and findings • Relieving for Branch Cashier, act as Check Signatory as needed. • Relieving for Branch Cashier, analyzes statement of accounts of brokers and agents and prepares reports for receivables meeting.
- Candidates must possess a Bachelor's Degree in Business Administration or any related field. • Modern office facilities and use of computer equipment; proficiency in spreadsheet, word processing, and presentation applications • Standard and accepted usage of the English language including spelling, punctuation, and grammar • Composition writing / presentation skills • Willing to work in Ortigas, Pasig City • Willing to travel to other branches nationwide if necessary • Fresh graduates are welcome to apply!
Cashier
- Preparing a data management plan for the whole company;
- Creating and maintaining optimal data pipeline architecture;
- Assembling large, complex data sets that meet business requirements;
- Identifying, designing, and implementing internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.;
- Building the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using relevant technologies.
- Candidate must possess a Bachelor's degree in Computer Science, Information Technology, Analytics, or any related field;
- Proficient in SQL syntax and command;
- Preferably knowledgeable in R and Python;
- Work experience in the same or related position or industry is an advantage;
- Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- Willing to work in Ortigas, Pasig City.
Data Engineer
- Preparing content and direction for the design of marketing collaterals for products and promotions (including brochures, posters, flyers, presentation materials, corporate giveaways, and the likes);
- Preparing content and design and facilitates the publication of both the internal and external communication programs of the Company such as ads, press releases, corporate letters, and publications (e.g. annual reports, corporate profiles) to maintain its corporate image;
- Creates marketing communications campaigns, support for online content (Company’s official website and social media accounts), advertising, and promotions;
- Test and learn from new media model(s).
- Candidate must possess a Bachelor's degree in Arts, Design, Multimedia, Advertising, Communications or any related field;
- Preferably with one year work experience in the same or related position;
- Knowledge in brand strategy, results-oriented, detail-oriented, willing to learn, and quick to adapt;
- Must be willing to work in Ortigas Center, Pasig City;
- Fresh graduates are welcome to apply!
Graphic Artist
- The Investment Associate is responsible for assisting superior in meeting the company’s targets for investment income and fund level. He/she is assigned of a portfolio to manage and is expected to perform to meet the portfolio’s targets and objectives. The Investment Associate provides analysis and investment guidance on a variety of companies and industries that the company may intend to invest.
- The duties of the Investment Specialist may include, but are not limited, to the following: Buys and sells equity securities on behalf of the company. Implements and executes sound investment strategies for the portfolio being managed to ensure that target return is achieved.
- Regularly monitors portfolios to ensure a well calculated risk and reward ratio for the equity investments being handled.
- Prepares investment research reports andprovides financial insights on publicly-traded companies and/or sectors to facilitate investment decisions within the department.
- Recommends and reports to the management ideas and strategies that can further improve portfolio performance.
- Assists Division and Department Head in setting objectives, targets and strategies of the department in support of the corporate goals;
- Administers matters such as IC, internal and external auditor requirements, submission, documentation and other regulatory and related matters.
- Builds and ensures strong network with Banks, Investment Houses, Stock Brokers, external auditor and various government agencies.
- Coordinates with internal departments such as Accounting, Legal, Strategic Planning and Compliance to ensure well-ordered coordination and work efficiency.
- Attends Economic and Market briefings, forums, Corporate/ Company presentations necessary for the analysis of the portfolio
- Graduate of bachelor's degree from a reputable college or university with major in any finance, economics, accounting and business course.
- With 1-year experience in relevant field
- Modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications
- Excellent financial analysis, investment and economic knowledge
- Excellent verbal and written communication skills
- Excellent investment research skills
Investment Associate
- The Digital Marketing Associate is responsible for performing activities that contribute to developing and implementing all digital marketing initiatives with the primary goal of increasing brand awareness through graphic designs and layouts, content creation and management, lead generation, SEO, and analytics.
- The duties of the Marketing Associate may include, but are not limited, to the following: Develops and manages the editorial calendar for social media accounts, including but not limited to Facebook, Twitter, Instagram, and TikTok;
- Creates copy and content for a website, other owned media, and other promotional initiatives;
- Conceptualizes digital marketing communications campaigns in support of company goals and requests for promotion;
- Responsible for all Brand lead generation programs (Paid campaigns in Google Ads for Search, Display, Gmail, and YouTube; Facebook Ads; and other paid media channels applicable to attain Marketing objectives);
- Reviews and analyzes website architecture and performs technical SEO audits, backlink analysis, and content analysis, and identifies opportunities for improvement;
- Works with cross-functional internal and external teams/agencies to ensure the website architecture and content, social media, performance marketing campaigns, and affiliate marketing campaigns complement SEO strategies.
- Conceptualizes and creates graphic designs and layouts.
- Facilitates media placement in a variety of channels/outlets by coordinating with suppliers;
- Conceptualizes, creates, and edits video marketing materials including animation and visual effects using computer software programs;
- Creates mockup design and prototype of website pages;
- Sources creative assets, e.g., images, video clips, font files, from both offline and online platforms including paid subscription sites.
- Performs other work-related functions as deemed necessary by the immediate head.
- Equivalent to a bachelor's degree from a reputable college or university with major coursework in Advertising/ Communications/ Marketing or other related courses.
- With work experience in the same or related position/industry;
- Must be willing to work in Ortigas Center, Pasig City;
Marketing Associate
- 1. Issues policy/endorsements in accordance with the request/s via OS Ticket, E-mail, and/or Placement Acceptance Slip (PAS)
- 2. Determines completeness and clarity of underwriting information prior to encoding / issuance of requested documents
- 3. Validates discrepancy in the requests from Supervisor and/or the requesting party.
- 4. Coordinates with respective Underwriting Line Heads any application beyond underwriting guidelines and authorities.
- 5. Ensures that the processing and issuance/release of requested documents is in accordance with the Company’s benchmark, rules, and regulations
- 6. Ensures that all encoded documents together with Placement Acceptance Slip (PAS) / working papers are intact before filing
- 7. Provides feedback on performance of GENIISYS by reporting immediately the deficiencies in the system through Job Order Request (JOR) and monitors action.
- 8. Ensures proper handling and maintenance of assigned fixed assets by immediately reporting to proper authorities any defects and monitors action taken.
- 9. Encodes, tags, and updates status of all quotations and accounts under hold covered status.
- 10. Performs other duties assigned by immediate superior consistent with the Company’s vision, mission, and core values.
- 1. At least Senior High Graduate
- 2. No experience required
Office Clerk (Cainta Branch)
- Calling prospective clients and markets motor insurance coverage;
- Ensuring that the targeted number of policies for booking are met every month and booking is done within the specified time needed to generate production;
- Requesting for policy issuance once information requested is complete and once notice has been received from Brokers or Account Associates;
- Reporting accounts with premium payment issues to Collection Associate for proper handling;
- Monitoring the renewal of renewable policies, conversion of quotations, and the actual delivery of policy documents within the committed turn-around-time.
- Candidate must possess a Bachelor's degree in Business Administration, Marketing, or any related field;
- Work experience in the same or related position or industry is an advantage;
- Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- Standard and accepted usage of the English language including spelling, punctuation, and grammar;
- Must be willing to work in Ortigas, Pasig City;
- Fresh graduates are welcome to apply!
Processor
- Developing and expanding business relationships through the delivery of committed services to assigned brokers and accounts
- Soliciting accounts and generating premiums from assigned brokers/accounts
- Meeting assigned expectations for profitability, soliciting business from new and inactive brokers, monitoring outstanding accounts that fall beyond the credit arrangement.
- Candidate must possess a Bachelor's degree in Business, Marketing, or any related field.
- Must be literate in Modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications.
- Experience in the same position and/or in Non-Life Insurance is an advantage.
- With above-average verbal and written communication skills
Sales Associate - Cabanatuan Branch
- Developing and expanding business relationships through the delivery of committed services to assigned brokers and accounts
- Soliciting accounts and generating premiums from assigned brokers/accounts
- Meeting assigned expectations for profitability, soliciting business from new and inactive brokers, monitoring outstanding accounts that fall beyond the credit arrangement.
- Candidate must possess a Bachelor's degree in Business, Marketing, or any related field.
- Must be literate in Modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications.
- Experience in the same position and/or in Non-Life Insurance is an advantage.
- With above-average verbal and written communication skills