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- Account Associate will be assigned to Cocolife’s Office in Makati City.
- To further develop the business of Digital Sales Accounts.
- Assisting all concerns like; Policy Printing, Request for delivery, Sales Invoices, Claim Concerns, request for payment application, request for commission and processing and sending quotations.
- Bachelor's Degree in Business Administration, Marketing or any related course
- Experience in Non-Life Insurance industry
Account Associate
- 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.
- Bachelor's Degree in Accountancy or any related course
- Preferably a Certified Public Accountant (CPA)
- 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.
Accounting Analyst
- Establish maintenance schedules to guarantee that assets are adequately maintained, adhering to safety and operational requirements.
- Perform risk assessments and provide recommendations for programs, guidelines, and procedures aimed at minimizing unplanned downtime risks and enhancing the operational efficiency of all office equipment.
- Coordinates with third-party vendors to guarantee the prompt resolution of maintenance and repair requests for office equipment.
- Maintains and regularly updates the status of online Job Order Requests (JOR).
- Responsible for overseeing and recording daily transportation schedules and trip tickets.
- Ensure the timely renewal of vehicle registrations and all other relevant documents for company vehicles.
- Manage and monitor all requested and scheduled transportation to ensure accurate billing to the respective department.
- Manages and oversees expenses related to communication services (e.g., mobile phones, internet broadband).
- Supervises the daily performance of all company drivers.
Administrative 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.
- Candidate must possess a Bachelor’s Degree in Business Administration, Marketing or any related field.
- Background in Non-Life insurance is an advantage
Branch Service Assistant - Makati Branch
- Analyzes accounts per policy of handled brokers/agents (producers), and updates based on payments, arrangement and adjustments.
- Analyze SOA and request for adjustment, if necessary.
- Prepares and sends monthly Statement of Account (SOA) to the producers.
- Monitors and arranges/schedules collection, upon advice of the producers.
- Follow-up CWT/premium balance.
- Coordinates with the producer’s disposition for accounts aging 91 days and above. Provide status to ARS for cancellation.
- Sends collection reminder notice for unpaid policies;
- Sends cancellation letter with endorsement if premiums remain unpaid.
- Seek approval from the management and RI on premium payment extension, upon request of the producer.
- Visits producers and attend reconciliation meeting.
- Coordinates payment to Cashier and provide list of policies for application.
- Assists various groups in solving/handling accounts with concerns.
- Performs other duties that maybe assigned by immediate superior from time to time.
- Candidate must possess a Bachelor’s Degree in Business Administration, Accountancy or any related field.
- Preferably with experience in handling receivables/collections
- Must be willing to work in Ortigas Center, Pasig City;
Collection Associate
- Drafts internal memoranda, letters to regulatory agencies, Company manuals, policies, and/or guidelines, and other relevant documents whenever instructed by the Head of the Department or as the need arises.
- Supports the Department Head in staying updated on the latest issuances, regulations, and orders from regulatory and government agencies that are applicable to the Company, its subsidiaries, and affiliates.
- Assists in the organization of training programs formulated by the Department.
- Improves compliance reporting content, design, and output to provide added value for both internal and external stakeholders.
- Graduate of Law or related degrees.
- Preferably with at least 2-3 years of experience in relevant field.
Compliance Associate
- Responsible for assisting the Company's continuous improvement efforts. Identifies areas for improvement and collaborates with concerned Company Units and employees to implement and sustain improvements, resulting in enhanced operational efficiency, reduced costs, and improved overall service quality.
- Conducts thorough analysis or study of existing Company processes and procedures to identify opportunities for improvement and/or intervention of system automation. Utilizes various continuous improvement methodologies, such as Lean Six Sigma, Kaizen, etc.
- Conducts pilot studies and creates final process improvements and/or system intervention recommendations based on the results of conducted study or analysis.
- Presents initial and post-pilot implementation study to the stakeholders.
- Introduces the revised processes to stakeholders.
- Conducts regular audits to ensure compliance with newly implemented processes and identify areas for further improvement.
- Bachelor's Degree in Industrial Engineering or any related course
- Preferably with at least 2-3 years of experience in the same or related position.
- With prior experience in life or non-life insurance.
Continuous Improvement Analyst
- Assists in preparing payment vouchers and liquidations of cash advances (CA).
- Assists in receiving, screening and attends to phone.
- Assists in recording and dispatching incoming and outgoing correspondences/items.
- Assists in receiving, reading and/ or reviewing and sorting incoming mails/documents such as checks, CA requests and liquidations, petty cash reimbursements and liquidations, travel orders and others
- Assists in scheduling and arranging appointments. Assists in attending to his travel requirements.
- Requests office supplies, repair of office furniture, fixtures and equipment as needed
- Assists in following up inquiries or drafts/reports requested from other work units.
- Assists in safeguarding confidentiality of documents such as contracts/agreements, board resolutions and minutes of various meetings.
- Assists Corporate Planning e.g. arranging meetings.
- Performs other duties as may be assigned by immediate superior from time to time.
- Candidate must possess a Bachelor's degree in Psychology, Human Resources, Political Science or any related course.
- Work experience in the same or related position is an advantage
- Modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications
- Standard and accepted usage of the English language including spelling, punctuation, and grammar
- Willing to work in Ortigas, Pasig City
Department Secretary
- 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
- The Continuous Improvement Analyst is responsible for assisting the Company's continuous improvement efforts. Identifies areas for improvement and collaborates with concerned Company Units and employees to implement and sustain improvements, resulting in enhanced operational efficiency, reduced costs, and improved overall service quality.
- Conducts thorough analysis or study of existing Company processes and procedures to identify opportunities for improvement and/or intervention of system automation. Utilizes various continuous improvement methodologies, such as Lean Six Sigma, Kaizen, etc.
- Conducts pilot studies and creates final process improvements and/or system intervention recommendations based on the results of conducted study or analysis.
- Presents initial and post-pilot implementation study to the stakeholders.
- Introduces the revised processes to stakeholders.
- Conducts regular audits to ensure compliance with newly implemented processes and identify areas for further improvement.
- Equivalent to a bachelor's degree from a reputable college or university with a major course in computer science, math, engineering, or any related course.
- Preferably with at least 2-3 years of experience in the same or related position.
Operations Research Analyst
- Responsible for ensuring the optimal performance, integrity, and security of the company’s information systems databases.
- Provides technical expertise in the design, implementation, and maintenance of database management systems that support the Company's objectives.
- Additional responsibilities include reporting, data input and output, technology management, and end-user training and support.
- Monitors and diagnoses Company servers, systems, and/or software applications and determines corrective actions to ensure optimal working conditions of computers, networks, and databases.
- Analyzes and sustains capacity and performance requirements of systems.
- Implements and maintains database security and encryption.
- Develops and implements database policies and guidelines.
- Designs and documents database architecture that meets Company requirements.
- Bachelor's degree in Information Technology, Computer Science, Computer Engineering or any related field
- Knowledgeable in Linux server commands, SQL, API, installation, and troubleshooting
- With at least 1 year of experience in system database administration (Oracle and MS SQL Database)
- Knowledge in Disaster Recovery Site
- Knowledge in back up and restore using RMAN
Oracle Database Administrator
- Support the Innovation Division in planning, tracking, and executing division projects and deliverables.
- Assist in defining project scopes, objectives, timelines, and deliverables.
- Collaborate with lead product management associates in coordinating with internal and external partners to ensure alignment.
- Monitor project progress and provide regular updates to stakeholders.
- Prepare and maintain project documentation, including status reports, meeting notes, and other relevant information.
- Develop presentations and reports related to the progress of the projects handled.
- Identify potential risks and roadblocks, and escalate issues as needed.
- In partnership with the lead product management associate, ensure project activities comply with insurance regulations and company policies.
- Support product management associates in documentation efforts.
- Assist in optimizing workflows and project management best practices.
- Identify areas for efficiency improvements within project execution.
- Support change management initiatives to drive innovation.
- A graduate of a relevant bachelor’s degree
- Proficiency in office, product management, and project management tools
- Familiarity with Agile and Scrum methodologies
- Background in insurance and technology industry is a plus
Project Management Associate
- Create all the testing and automation frameworks as required for their projects. Thus, the candidate may have to work on multiple projects once, also working to improve the company's best practices from a testing a standpoint.
- Design, implement, and execute test cases
- Evaluate testing process, make recommendations as necessary
- Timely execution of test cases
- Identify, and record bugs
- Bachelor's degree or equivalent experience in Computer Science
- at least 1 year relevant testing experience (manual and automation)
- Technical skills in OOP
QA Engineer
- Responsible for the performance of tasks that contribute to the Branch’s growth and profitability, particularly (but not limited to) marketing, sales, customer service, policy issuance, collection, and claims processing.
- Solicits business from, and assists in the development of new and inactive agents, clients and other intermediaries in the branch’s area of operation.
- Develops and expands business relationships through the delivery of committed services to the branch’s agents and clients;
- Meets assigned expectations for profitability.
- Conducts product presentations to potential clients, agents, and other intermediaries.
- Prepares quotations, formal/written proposals and/or request for documentation of accounts.
- Performs other duties assigned by immediate superior
- Bachelor's Degree in Business Administration, Marketing or any related course
- Preferably with at least 1-2 years of experience in non-life industry.
- Preferably with experience offering Non-Life Insurance Products.
Sales Officer - Manila Branch
- Analyzes, evaluates and accepts risk based on underwriting guidelines and limits of authority.
- Underwrites processed documents and policies submitted for the specific account.
- Gathers relevant statistics for analysis of expiring accounts with losses and recommends to immediate superior enhancement of renewal terms and conditions.
- Provides assistance/ guidance in the documentation of complex policies.
- Analyzes portfolio profitability reports for the specific accounts being handled.
- Assist claims and RI services on queries regarding underwriting information, policy interpretation and coverage.
- Preparation of IC Reports
- Other task to be assigned by the Immediate Head.
- Bachelor's Degree in Mathematics, Actuarial or any related course
- with 1-year experience as Property Underwriter