National Capital Region Jobs Branch Operations Specialist (makati Service Center) Position at AXA Philippines

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  • Job vacancies posted on: 9 months ago

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As a competent company, we AXA Philippines are looking for candidates for the position of branch operations specialist (makati service center) with full time work system. We are looking for candidates who uphold honesty and discipline at work, with minimum criteria Not Specified, experienced in Accounting/Finance & Banking/Financial and domiciled in National Capital Reg and surrounding areas.

Our company offers competitive salary that can be adjusted to how skilled the capability of interested candidates will be, with monthly base salary ₱16,000 - ₱38,000 in accordance with the decisions of our company's HRD.

Job Info

Company AXA Philippines
Position Branch Operations Specialist (makati Service Center)
Region National Capital Region
Career Level 1-4 Years Experienced Employee
Work Experience 2 years
Qualification Not Specified
Type of Work Full-Time
Minimum Salary PHP 16.000
Maximum Salary PHP 38.000

JOB PURPOSE:

  • To provide operational services in the service centers in relation to inquiries, new business applications, non-cash after sales transactions, receipt of non-cash payments, posting of premiums, etc. as well as ensuring that office facilities are properly kept

CRITICAL ACCOUNTABILITIES

  • After sales transaction requests
  • Process non-financial policy changes/requests
  • Sends request for amendment and other requirements, beyond authority, to Head Office within the agreed turnaround time
  • Collections functions
  • Receives PDCs and issues acknowledgement receipts
  • Logs received Auto Debit arrangement forms; checks for accuracy and completeness of information; logs in PSP tool and sends to Head Office
  • Customer Centricity
  • Attends to inquiries and concerns of clients and/or distributors within limits of authority
  • Provides monthly production report to Zone Heads
  • Compliance
  • ​​​​​​​ Ensures compliance to government requirements for annual renewal of business permits, fire insurance and coordinates with other departments to secure required documents
  • Ensures compliance to the agreed operational standards, PSR guidelines, AML, KYC, Risk Management, audit requirements, etc.
  • Process improvement
  • May recommend improvements on how to address procedural errors, delays and efficiency of service
  • Conducts orientation to Distributors on new operational processes
  • Empowerment
  • ​​​​​​​ Processes six (6) Non-life transactions i.e. Change of Name, Status, Signature, Beneficiary, Place of Birth; Collateral Assignment
  • Printing and releasing of policy contracts for Non-life
  • Processes Change of Method and Mode
  • Receives and processes request for policy issuance, renewal, reinstatement, cancellation and spoilage for six (6) lines of business i.e. Motor, Property, Marine, Engineering, Personal Accident and Other Casualty
  • Ensures compliance to the agreed operational standards, PSR guidelines, AML, KYC, Risk Management, audit requirements, etc.
  • Upkeep of Branch office facilities & Others ​​​​​​​
  • Ensures utility bills are paid on time. Follows-up check payment with Finance
  • Manage revolving funds
  • Coordinates with the distribution channel on the repairs of office facilities and equipment
  • Performs annual inventory of fixed assets
  • Performs basic troubleshooting within the scope allowed and defined by I.T.
  • Provides assistance and support during Sales Activities

Qualifications – External

  • Educational Qualifications           
  • Graduate of any 4-year Bachelor’s degree            
  • Relevant Experience
  •  Minimum 2 years working experience in administrative or customer service functions
  • Preferably with background in insurance operational processes
  • Personal Characteristics/Behaviors       
  • Customer Focus
  • Time management
  •  Stakeholder management
  •  Decision quality
  • Oral & Written communication
  • Analytical skills
  • Negotiation skills
  •  Integrity & trust
  •  Detail oriented
  • Highly organized             
  • Other Requirements
  •  Proficient in MS Office applications

Office/Company Address

Country Philippines
Region National Capital Region
Address AXA Philippines, AXA @, G.T. International Tower, 6813 Ayala Ave, Makati, 1200 Metro Manila, Philippines
Map Google Map

Benefit

  • Get work experience
  • Bonus for overtime
  • Be taught first
  • Good work environment

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Company Description

AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the Philippines’ largest financial conglomerates. We are one of the largest and fastest growing insurance companies in the country, offering financial security to more than 1.5 million individuals.

Our purpose, toACT FOR HUMAN PROGRESS BY PROTECTING WHAT MATTERS, is central to every action we take as a business. We empower our customers to live a better life and we are committed to constantly reinvent our business in order to simplify insurance even further – simply giving them peace of mind and providing better protection to all that matters to them.

We offer a complete range of life insurance and general insurance products for all our customers’ insurance and protection needs. Life insurance products include solutions for savings and investments, income protection, and health coverage; general insurance products include protection for fire, car, personal accident, bonds, casualty, and engineering.

We have more than 3,00 financial advisors in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.

AXA Philippines as part of the society

  • AXA is committed to conducting its business according to the highest principles of honesty and fairness. This commitment to observing the utmost ethical standards is designed to ensure compliance with laws and regulations in the various jurisdictions where we operate, to earn the continued trust of our clients, shareholders, personnel and business partners. It is also our responsibility to explore solutions to balance social, environmental and economic collective action, to drive the shift towards net-zero emissions and overcome the world’s sustainability problems.

Company Info

  • Industry: Insurance
  • Company Size: 1001 - 2000 Employees
  • Average Processing Time: 27 days
  • Benefits & Others: Dental, Medical, Regular hours, Mondays - Fridays, Business (e.g. Shirts), Performance-Based Bonus and Incentives
This vacancy is suitable for those of you who live in the following areas: National Capital Region