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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
- Receiving claim file for payment and ensures that correct billing is attached;
- Ensuring that loss category entry in the system is correct before processing the payment;
- Sets details of payment and ensuring correctness of data in the system;
- Receiving claim file for payment and ensures that correct billing is attached;
- Generating settlement request and attaching it to claim file;
- Printing Release of Claim and corresponding Final Loss Advice, if there is any, and attach to claim file;
- Ensuring that all documents are properly filed in the claim folder, and that the preparation of claim settlement requests is in compliance to the turn around time.
- Candidate must possess a Bachelor’s Degree in Business Administration, Marketing or any related field;
- Must know how to use modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications;
- With good verbal and written communication skills;
- Background in handling Non-Life insurance is an advantage;
- Must be willing to work in Ortigas Center, Pasig City;
- Fresh graduates are welcome to apply!
Claims Processor (Admin & Recovery)
- 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
- Generate revenue and meet digital sales targets.
- Build and maintain a full pipeline of sales prospects.
- Steers clients based on market, and platform information.
- Service and grow relationships with existing clients.
- Create Marketing and Sales content for several social media channels.
- Moderate content and assist inquiries on websites and several social media channels.
- Monitor digital trends and apply new techniques.
- Create leads-generating activities online for all Company products and services.
- Maintain client communication and ensure client satisfaction.
- Graduate of Marketing, Mass Communication, Business Management, or any business-related course
- With a pleasing personality
- With excellent interpersonal and communication skills
- Creative, self-motivated, and goal-oriented
- Adept in social media
- Experience in digital creation is an advantage.
- Must be proficient in computer applications such as Microsoft Office
Digital Sales Associate
- The Investment Associate is responsible for assisting superiors in meeting the company’s targets for investment income and fund level; preparing all investment documentations and reports; coordinating with authorized banks, investment houses, brokerage firms, stock transfer agents, 3rd party custodian, external auditors, Insurance Commission, and other government agencies; analyzing investment prospects and making recommendations to support superiors’ investment decisions.
- Manages Fixed Income Portfolio and Investment Properties of the company
- Canvass rates, prices and available fixed income securities from counterparties. Recommends securities based on comparative rates.
- Monitors roll-over and maturities of all investment on Fixed Income Securities. Initiates placements on fixed income investments such as Government Securities and Corporate Bonds. Monitors dividends and interest payments and ensures proper recording and booking.
- Processes the lodgment of investments sold and bought through PDTC and BTR systems.
- Processes the settlement and placement of investments through preparing payment request, request for official receipt issuance from Cash Management, ensuring accurate entries and amount are placed.
- Recommends real estate properties that the company may intend to invest in.
- Initiates marketing plans on the sale of real estate properties.
- Handles all documentations related to the management of the company’s real estate properties.
- Performs monthly reconciliation of reports with Accounting and other relevant units.
- Prepares regular internal and external Investment Reports and ad-hoc reports as necessary.
- Researches and prepares report on company, market, other types of possible investments and economic updates as needed.
- Acts as primary liaison with Banks, Investment Houses, Stock Brokers, external auditor and various government agencies such as the Insurance Commission, BIR, Assessor’s Office, Registry of Deeds, etc.
- Administers matters such as IC, internal and external auditor requirements, submission, documentation and other regulatory and related matters.
- Assists superior in the development and implementation investment guidelines and procedures.
- Participates in trainings and courses related to finance, economics and investment management.
- Bachelor's degree in Business, Math, Accountancy or any related courses
- Experience in the same function
Investment Associate
- Helps in creating processes of providing security protection of logical inventory and physical assets;
- Assists in managing security incidents and violations;
- Helps in resolving virus, security violations and other security compliance issues;
- Assists the Information Security Officer in improving and implementing IT Security procedure;
- Assist with day to day Security Operations (Penetration Testing, Vulnerability Assessment, Patch Management, Incident Response, Computer Forensics and Malware Analysis) as instructed by the Information Security Officer;
- Helps in identifying and responding to security threats by conducting continues monitoring, vulnerability assessments and log analysis.
- Candidate must possess a Bachelor's degree in Computer Engineering, Information Technology, Electronic Communication Engineering, or any related field;
- 1 to 2 years solid experience in system information security, cyber security, penetration testing and ethical hacking;
- Knowledge of security network devices and other associated security networking hardware/software tools - including firewalls, switches, routers, VLANs, and VPN;
- Experienced and detailed technical knowledge in security engineering, system and network security, authentication and security protocols, cryptography, and application security;
- 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.
IT Security Analyst
- The Product Development Associate is responsible for evaluating the feasibility of a product to be developed or being reviewed for enhancement by researching and analyzing statistical, financial, and competitive information.
- Gathers data on the possible product features, potential market segment or target market.
- Searches for the latest product/s being offered locally and abroad that the Company may explore.
- Analyzes and interprets data to identify patterns and solutions related to the product.
- Conceptualizes, proposes and maintains a business intelligence program for the Company.
- Determines the rates and product design for the proposed products.
- Identifies and solves product/pricing problems by performing analysis of data.
- Assists with the analysis and implementation of changes to existing products.
- Equivalent to a bachelor's degree from a reputable college or university major in Math, Economics, Accountancy, or any business and statistics course.
- 1 to 2 years’ experience in research, statistical or analytical work.
Product Development Associate
- Represents the customers’ and clients’ needs, wants, and concerns
- Ensure that the features and functionalities are relevant and desired by the customers and clients
- Collaborate with other units of the Company to gather relevant data and information relevant to the website and the e-commerce platform
- Collaborate with other units of the Company to ensure that their website and e-commerce requirements, concerns, etc. are addressed
- Conduct surveys, research, interviews, or focus group discussions to collect feedback and information needed for product enhancement or development.
- 1 to 2 years’ experience preferably in product management work in the financial services industry or technology industry
- 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.
Product Owner (E-Commerce)
- A. Policy Issuance - 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.
- B. Cashier - Act as a reliever of the Branch Cashier as needed. - Post Audit Branch Cashier operation at least 1 to 2 branches per month. - Checking and monitoring the following: a. Cash Advances and Liquidation b. Checking - Fund Replenishment Report - Post Audit the provisional receipts of the branches - Prepares Audit Report and memo pertaining to lapses and findings - Provide assistance and guidance to Branch Cashiers - As a reliever for Branch Cashier, act as Check Signatory as needed - As a reliever for Branch Cashier, analyzes statement of accounts of brokers and agents and prepares reports for receivable meeting. - Conduct training of new Branch Cashier
- 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
Roving Assistant
- Responsible for attending and evaluating all inquiries through phone or walk-in clients, underwrites bond applications, finalizes all information on Bond Approval Sheet (BAS), and monitors status of BAS;
- Responsible for updating company profile, financial statements, and board resolution, gives assistance to Collection for payments of bonds, updates, and monitor collateral posted by Principal;
- Signing endorsements and bond within the limit of authority.
- Candidate must possess a Bachelor's degree in Business, Marketing, Legal Management, BS Actuarial Math, Statistics, Mathematics or any related field;
- Standard and accepted usage of the English language including spelling, punctuation, and grammar;
- 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;
- With good verbal and written communication skills;
- Willing to work in Ortigas, Pasig City;
Underwriting Associate (Bond)
- Provides marine quotations on simple and complex risks based on underwriting limits and monitors conversion into policy.
- Evaluates and accepts marine risks within specified authority limits.
- Makes recommendation to enhance accounts or to terminate undesirable ones based on statistical reports provided by Technical Services Group.
- Recommends claims control measures to improve loss ratio/or profitability of accounts.
- Assists in marketing existing and newly developed products.
- Prepares quarterly bordereau report of marine policies ceded to our Trust Receipt Treaty.
- Assists in contributing to production growth by servicing insurance requirements of assigned producers and tapping retail and corporate accounts of existing producers.
- Prepares quarterly bordereau report of marine policies ceded to our Trust Receipt Treaty.
- Prepares quarterly marine open policy analysis taking into account the number of declarations, terms and conditions, premium and volume etc.
- Maximizes retention on good accounts and efficiently utilizes reinsurance facility in the underwriting distribution process to improve profitability.
- Maintains and updates Electronics Data Processing (EDP) parameters required for underwriting and statistical purposes.
- Provides technical orientation on complex policy issuance to new recruits/branches and underwriting agents.
- Provides underwriting technical assistance to marketing servicers and producers.
- Reviews list of unissued / un-updated policies including renewals.
- Assists in providing technical training to Junior Underwriters,Account Associates, new branch employees, and new agents.
- Maintains complex account files.
- Performs other duties as may be assigned by immediate superior from time to time.
- Candidate must possess a Bachelor's degree in Business, Marketing, Legal Management, BS Actuarial Math, Statistics, Mathematics or any related field;
- Standard and accepted usage of the English language including spelling, punctuation, and grammar;
- Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- Work experience in the same or related position or industry is an advantage;
- Willing to work in Ortigas, Pasig City;
Underwriting Associate (Marine Line)
- 1. Underwrites Head Office processed documents and policies submitted by writing agent, MASS User, and Branches.
- 2. Reviews renewal of policies.
- 3. Overwrites special commission rates of Property policies issued by HAA, CADM, Branches, MASS Users, and Writing Agents as approved by the Division Head and Marine Underwriting Head.
- 4. Authorization of policies/endorsements issued by MASS User
- 5. Performs other duties as may be assigned by immediate superior from time to time.
- 6. Can start ASAP
- 1. Candidate must possess a Bachelor's degree in Business, Marketing, Legal Management, BS Actuarial Math, Statistics, Mathematics or any related field;
- 2. Standard and accepted usage of the English language including spelling, punctuation, and grammar;
- 3. Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- 4. Work experience in the same or related position or industry is an advantage;
- 5. Willing to work in Ortigas, Pasig City;
Underwriting Associate - Property
- Provides Bonds quotations for complex risks based on underwriting authority limits and monitors conversion into policy. Evaluates and accept complex risks within specified authority limits. Ascertains for renewal not later than 90 days before expiry for complex risks including accounts that require reinsurance. Makes recommendations to enhance accounts or to terminate undesirable accounts based on statistical reports provided by Actuarial Services monthly. Recommends claims control measures to improve the loss ratio and/or profitability of accounts. Monitors renewal of accounts for conversion into policy. Maximizes retention on good accounts and efficiently utilize reinsurance facility to improve profitability. Maintains and updates parameters required for underwriting such as tariff tables, clauses/endorsement/warranties, and other data relevant to statistical purposes. Prepares and submits reports that will be required by PIRA and other agencies from time to time. Qualifications: Bachelor's degree with major course work in business, marketing, or a related field. At least 5 years of Bonds Underwriting experience Preferably with leadership or management experience, able to lead a team 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
- Bachelor's degree with major course work in business, marketing, or a related field. At least 5 years of Bonds Underwriting experience Preferably with leadership or management experience, able to lead a team 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