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- Prepares, processes, and routes checks, fund transfers, vouchers, and related documents for signature, review, and release.
- Ensures proper tagging in the bank system and performs daily posting of disbursement vouchers after successful transfers.
- Monitors and manages canceled, stale, unreleased, and lost checks, including preparing stop payment orders.
- Updates receipts in the system, prepares postdated checks (e.g., for rent), and perforates all relevant documents.
- Graduate of Finance, Accounting or any related course.
- With at least 1-year experience in a related field
- willing to work at Ortigas, Pasig
- Can start ASAP
Cash Management Assistant
- Processing, evaluating, and preparing settlement checks;
- Conducting an immediate inspection of the damaged properties, when necessary or required by other Processors and prepares timely recommendation report;
- In-charge of the on-the-spot cash settlement on petty motor car claims by checking fraud indicators, evaluating loss based on actual damage, and documentation of the claim settlements.
- 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 Associate (Motor)
- 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
- Process foreign placements for the Insurance Commission (IC).
- Generate monthly binder registers and ensure timely release within the closing binder warranty.
- Prepare necessary documentation for foreign placement abroad and secure approval for the Insurance Commission submission.
- Print invoices and sign RI inward binders after booking.
- Monitor and follow up on instructions from underwriters regarding binder releases.
- Clarify details on accepted shares, premiums, commissions, and required documents with underwriters.
- Provide accurate policy information to the RI Claims Processor for inward claims handling.
- Continuously stay updated on industry developments.
- Bachelor's degree in Accounting, Mathematics, Actuarial Science, or a related field.
- Minimum of 1-2 years of experience in a similar position.
Reinsurance Associate
- 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
- 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)
- 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