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Our Vacancies:
General Accounting Lead - Reconciliation
(Makati City)
General Accounting Lead - Taxation
(Makati City)
Distribution Accounting Assistant
(Makati City)
Reinsurance Accounting Lead
(Makati City)
Treasury Assistant
(Makati City)
AR Analyst
(Angeles, Pampanga)
Policy Issuance Processor (Makati City)
Renewals Processor (Makati City)
Product Development Officer (Makati City)
Sr. Underwriter (Makati City)
Jr. Underwriter (Makati City)
Agency Recruitment Officer (Makati City)
Account Officer (Makati City)
Account Assistant (Makati City)
Agency Development Officer (Dagupan)
Agency Development Officer (Laguna)
Sales Analytics Assistant (Makati City)
Agency Development Officer (Binondo)
Sales Training Officer (Makati City)
Agency Services Assistant (Laguna)
Sales Operations Assistant (Makati City)
CRM Assistant (Makati City)
Marketing Manager (Makati City)
Project Manager
(Makati City)
Web Developer
(Makati City)
Applications Development Lead
(Makati City)
Mobile Application Developer
(Makati City)
Business Analyst (Makati City)
Audit Lead (Makati City)
Claims Assistant (Quezon City)
Claims Service Officer (Quezon City)
Compliance and Risk Officer
(Makati City)
Finance Associate (Makati City)
Work you will do:
- Handle bank reconciliation of various banks
- Assist Supervisor in Accounts Reconciliation
- Communication in reconciling items with concerned parties
- Provide schedule during audit
- Graduate of BS Accountancy
- Minimum of 2-3 years experience
- Has expertise with bank and accounts reconciliation
Agency Development Officer (Makati City)
Work you will do:
- Contribute to the achievement of target sales and manpower objectives and profitability by analyzing data and executing plans to mitigate negative impacts.
- Develop specific plans to ensure short and long-term growth of the sales team
- Graduate of any 4-year course
- Competent in presentation and facilitation skills
- Solid business and sales, business development and marketing background
- Strong in customer service and sales strategy
- Experience in handling an insurance branch
- Preferably with a network of clients in the non-life insurance industry
Agency Development Officer (Alabang)
Work you will do:
- Contribute to the achievement of target sales and manpower objectives and profitability by analyzing data and executing plans to mitigate negative impacts.
- Develop specific plans to ensure short and long-term growth of the sales team
- Graduate of any 4-year course
- Competent in presentation and facilitation skills
- Solid business and sales, business development and marketing background
- Strong in customer service and sales strategy
- Experience in handling an insurance branch
- Preferably with a network of clients in the non-life insurance industry
Reinsurance Underwriter
Work you will do:
- Reviews the renewal terms & conditions of each account in accordance with the company's guidelines .
- Prepares underwriting spreadsheet and recommendation on each account as a basis of Line Underwriter's approval or declination.
- Production booking of accounts upon receipt of closing binders from cedants and reinsurance brokers.
- Maintains monitoring of production reports and inward acceptances and declinations.
- Assists Finance unit and Claims unit on Loss Recovery reports
- Occasional client visitation and presentations.
- Graduate of any Bachelor's degree
- Must have 2 to 5 years of experience in Non-Life Insurance Underwriting
- Proficient in Microsoft Office Suite
- Have excellent communication and interpersonal skills
Policy Issuance Processor (Makati City)
Work you will do:
- Ensure all renewal and non-renewal notices are generated correctly and on time based on the predefined schedule and policy guidelines.
- Cross-check all renewal and non-renewal notices for completeness and accuracy before they are sent out.
- Ensure that all notices are sent to the correct recipients through the appropriate communication channels (email, physical mail, or portal uploads).
- Address customer inquiries, disputes, and escalations related to renewal and non-renewal notices promptly and professionally.
- Identify and implement process improvements to enhance efficiency and compliance with regulations.
- Ensure adherence to industry regulations, company policies, and data security measures.
- Graduate of Bachelor’s degree in any Business-related course
- At least 1 year of related work experience
- Attention to detail - Understanding of handling confidential documents, data accuracy, and compliance audits.
- Effectively manage multiple tasks and meet deadlines
- Comfortable using MS Office (Excel, Word), databases, and document automation tools
- Ability to identify gaps in the workflow and suggest improvements
Agency Services Assistant
Work you will do:
- The position is responsible for undertaking daily administrative tasks to ensure the functionality and coordination of the team with intermediaries and clients.
- Bachelors degree holder of any 4-year business-related course
- Fresh graduates are encouraged to apply
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong interpersonal and negotiation skills
- Excellent written and verbal communication skills
- Detail-oriented
- Customer-focused
Account Officer (Makati City)
Work you will do:
- Meet TAT for COC and Manuscript Issuance
- Monitoring of accounts and updating the Network Partner Portal
- Communicates and provides support to clients and brokers
- Performs admin-related duties
- Graduate with any Bachelor’s Degree
- At least 2-3 years of working experience in the related field is required for this position
- Must be familiar with non-life insurance lines, policy issuance, and basic risk assessment
- Technologically Proficient (especially with Microsoft Office)
- Team player and results-oriented
- Systematic and organized
Claims Assistant (Quezon City)
Work you will do:
- Registration of Claim, providing status update to clients and lacking requirements if any
- Coordination with Sales for policy coverage
- Issuance of CNC
- Monitoring of unregistered claim and requested lacking requirements
- Bachelors degree holder of any 4-year business-related course
- Fresh graduates are encouraged to apply
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
Accounts Receivable Analyst (Makati City)
Work you will do:
- Timely preparation and sending of SOA
- Ensures collection and control the unpaid premiums
- Time preparation and application of remittance schedule
- Graduate of BS Accountancy or Any related courses
- Minimum of 2-5 years experience
- Preferably with non-life insurance industry exposure
Underwriting Lead - Casualty & Financial Lines
Work you will do:
- To handle Casualty line and be trained for Underwriting Financial Lines
- To assess risk and prepare proposals (new and renewal) to Sales team/ broker/ clients within the specified Limit of Authority
- Coordinate with Account officers (Sales) for any inquiries and clarification on insurance coverages if need
- To handle Casualty line and be trained for Underwriting Financial Lines
- To assess risk and prepare proposals (new and renewal) to Sales team/ broker/ clients within the specified Limit of Authority
- Coordinate with Account officers (Sales) for any inquiries and clarification on insurance coverages if need
Underwriting Officer - Casualty & Financial Lines
Work you will do:
- To handle Casualty line and be trained for Underwriting Financial Lines
- To assess risk and prepare proposals (new and renewal) to Sales team/ broker/ clients within the specified Limit of Authority
- Coordinate with Account officers (Sales) for any inquiries and clarification on insurance coverages if need
- Graduate of any 4-year course related to Statistics, Mathematics or Accounting
- Minimum of 3 years experience
- Relative knowledge and experience in Casualty, preferably with Financial Lines
Product Development Officer (Makati City)
Work you will do:
- Work closely with product, design, and research
- Has a good presentation skills
- Proficient in MS Excel
- Graduate of any 4-year course
- Minimum of 2 years experience
General Accounting Lead (Makati City)
Work you will do:
- Responsible for overseeing the reconciliation process of financial accounts
- Ensuring accuracy, timeliness, and compliance with established accounting standards
- Lead 2 Finance Associates
- Review and analyze financial data to identify discrepancies, irregularities, or errors and take appropriate corrective actions
- Collaborate with cross-functional teams, such as finance, treasury, and operations, to investigate and resolve reconciliation issues in a timely manner
- Prepare periodic reports and presentations on reconciliation activities, variances, and trends for management review
- Serve as a subject matter expert on accounts reconciliation matters, providing guidance and support to finance team members and other stakeholders
- Bachelor's degree in finance, accounting, or a related field, Preferably a CPA.
- Minimum of 3 years of relevant experience
- Excellent attention to detail and organizational skills, with the ability to manage multiple priorities and meet deadlines
- Strong leadership and team management abilities, with a focus on fostering a collaborative and high-performance work environment
- Effective communication skills, both verbal and written, to interact with internal and external stakeholders
Account Officer - Cagayan De Oro
Work you will do:
- Handle the new business sales
- Handle corporate accounts
- Handle customers inquiries for issuance and notices
- Create Quotations
- Monitor renewals, premium payments and claims follow ups
- Graduate of any Business or Science course
- Minimum of 5 years experience in non-life insurance
- Computer literate
- Proficient in MS Word, Excel and PowerPoint
General Accounting Manager (Makati City)
Work you will do:
- Overall tax compliance monitoring and control;
- Tax review on calculation, filing, and payment of Income taxes, Value added tax, Expanded Withholding tax, Documentary stamp tax, Withholding taxes on compensation and Fringe Benefits Tax, Percentage tax including premium tax, and Local Government tax;
- Lead the Accounts reconciliation team and implement processes such as balance sheet substantiation and recon;
- Lead the Accounts reconciliation team and implement processes such as balance sheet substantiation and recon;
- Project coordinator for the Financial Accounting team for all the automation requirements;
- Spearhead the completion of process documentation and records retention review requirements for the team;
- Will contribute to the overall operational improvement of Financial Accounting
- Graduate of BS Accountancy
- Certified Public Accountant
- At least 5 years of meaningful experience in audit, financial services accounting, or tax;
- Big 4 audit/ tax firm experience if preferred;
- Background in financial reporting and analysis is preferred but not required;
- Knowledge in the insurance business is preferred but not required; and
- Advance skills in Microsoft word, excel, and power point is required for this role;
Recruitment Officer (Makati City)
Work you will do:
- Identify sourcing platforms to generate the needed recruits and network with industry contracts, association, membership or related groups
- Determine the quantity needed for each of the branches
- Design and develop creative programs to entice general public in pursuing a career in non-life insurance selling
- Schedule regular monthly recruitment activities such as Business Opportunity Sales Seminar, Basic Non-life and others
- Conduct screening and other task revolving around the conversion from recruit to licensed agent
- Graduate of any 4-year course
- Minimum 3-5 years of experience
- Experience in non-life insurance industry recruitment is an advantage
- Has a field of expertise in networking
Account Assistant (Laguna)
Work you will do:
- The position is responsible for undertaking daily administrative tasks to ensure the functionality and coordination of the team with intermediaries and clients.
- Bachelors degree holder of any 4-year business-related course
- Fresh graduates are encouraged to apply
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong interpersonal and negotiation skills
- Excellent written and verbal communication skills
- Detail-oriented
- Customer-focused
CRM Officer (Makati City)
Work you will do:
- Responsible for managing inbound calls and queries received from Customer Care hotlines and social media
- Distributes incoming calls and queries received to proper internal business groups; coordinates and ensures proper and timely resolution provided
- Works closely with sales groups for quotation requests, monitors from quotation issuance and monitors until policy issuance through
- Submits periodic performance report and gather customer insights in order to improve customer service and business processes
- All others relevant tasks assigned by manager
- Bachelors degree holder of any 4-year business-related course
- Fluent in oral and written English and Filipino
- Knowledge and experience in call handling and customer service
Service Desk Analyst (Makati City)
Work you will do:
- Monitor incident report logs. Provide level 1 support for internal issues (remote/Actual)
- Report generation of the status of the ticket. Making recommendations for optimizing resolution to IT level 2 support
- Accommodating user concerns
- Bachelor's degree holder of any IT-related course
- Minimum of 3 -5 years of relevant experience
Agency Recruitment Officer (Makati City)
Work you will do:
- Identify sourcing platforms to generate the needed recruits and network with industry contracts, association, membership or related groups
- Determine the quantity needed for each of the branches
- Design and develop creative programs to entice general public in pursuing a career in non-life insurance selling
- Schedule regular monthly recruitment activities such as Business Opportunity Sales Seminar, Basic Non-life and others
- Conduct screening and other task revolving around the conversion from recruit to licensed agent
- Graduate of any 4-year course
- Minimum 3-5 years of experience
- Experience in non-life insurance industry recruitment is an advantage
- Has a field of expertise in networking
Agency Services Assistant (Calamba, Laguna)
Work you will do:
- The position is responsible for undertaking daily administrative tasks to ensure the functionality and coordination of the team with intermediaries and clients.
- Bachelors degree holder of any 4-year business-related course
- Fresh graduates are encouraged to apply
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong interpersonal and negotiation skills
- Excellent written and verbal communication skills
- Detail-oriented
- Customer-focused
Agency Services Assistant (Ortigas)
Work you will do:
- Responsible for undertaking daily administrative tasks to ensure the functionality and coordination of the team with intermediaries and clients
- Phone and Email management
- After sales and encoding
- Bachelors degree holder of any 4-year business-related course
- Fresh graduates are encouraged to apply
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong interpersonal and negotiation skills
- Excellent written and verbal communication skills
- Detail-oriented
- Customer-focused
Credit Analyst (Makati City)
Work you will do:
- Responsible with payment postings
- Handling remittance schedule preparations and reconciliations
- Issuance of official receipt to clients
- Monitoring payment applications of various payments received thru online platforms
- Bachelor's degree of any courses
- Minimum of 2 years of relevant experience
- Preferably with collection, disbursement and reconciliation background
Branch Operations Lead (Makati City)
Work you will do:
- Responsible for ensuring that all Account Assistants are performing at the highest level of efficiency in support of the branch operations
- Monitor the SLAs of all operations at the branch, including any required delivery to clients (quotations, policy issuance, SOA’s, renewal notices etc.) and the aim is to ensure we are delivering the best possible service by adhering to the set SLAs and TATs
- He/ She will need to be adept at coordinating and collaboration to ensure consistent roll out and execution of Policies and Procedures across the branches. There is a good amount of monitoring , time and motion studies, UAT coordination and any process reviews that aim to all get to efficiency levels required to deliver best results for the client.
- Hiring and training of Account Assistants and monitoring of all sales support activities that will contribute to the achievement of sales targets
- Participating and leading various sales efficiency projects are also within the scope of this role
- Will report directly to the Head of Agency Sales and Development
- Account and Agency Development Assistants across all branches will continue to report to the Branch Heads while functionally reporting to this role
- Seasoned Agency Devt Officer or Account Officer is a priority
- Solid experience in any of the Operations Function, i.e. Claims, Underwriting or Business Center can also be considered
- Strong leadership and influencing skills
- Excellent planning and organizing skills, able to deliver required information and reports in a timely manner
- Experience in project management and data analytics is a plus factor, proactively collaborates and seeks ways to improve and get to better efficiency levels and improvement of processes
- Highly competent in excel, word and power point
Sr. Underwriter (Makati City)
Work you will do:
- Analyze, evaluate, and make underwriting decisions in line with the underwriting guidelines and recommendations
- Liaise with brokers, underwriters, and other intermediaries to understand detailed clauses within contracts and develop innovative procedures in Underwriting
- Establishing professional relationships with internal and external clients
- Graduate with any Bachelor’s Degree
- More than 5 years of relevant work experience in Underwriting and Risk Management
- High Proficiency in Microsoft Office
- Ability to analyze processes information, identify problems, and develop effective solutions and strategies
- Effective verbal and written communication
- Have the ability to take disciplinary action when necessary
- Strong analytical, creativity skills, and interpersonal capabilities
- Well-developed verbal and written communication skills
- Background in Non-life Insurance, end-premium, Underwriting profit, and Risk Management
Jr. Underwriter (Makati City)
Work you will do:
- Underwriter of the assigned sales team from evaluation to acceptance
- Prepare regular underwriting reports for insurance commission, Ris, LOB's performance monitoring
- Monitor and prepare expiry list every month
- Graduate of any 4-year course
- Minimum of 1-2 years experience as Underwriter
- Reinsurance, Casualty & Financial Lines is an advantage
Sales Analytics Assistant (Makati City)
Work you will do:
- Analyze sales data to identify trends, patterns, and areas for improvement.
- Develop and maintain dashboards and reports to track key performance indicators (KPIs).
- Collaborate with sales and operations teams to understand data requirements
- Ensure data integrity and accuracy in all reporting and analysis.
- Assist in other productivity tasks assigned from time to time.
- Bachelor’s degree in Business, Economics, Statistics, Mathematics, Data Science, or a related field.
- Minimum 1-2 years of experience
- Fresh Graduates are welcome to apply
Claims Service Officer (Quezon City)
Work you will do:
- Responsible in performing pre-evaluation to determine the compensability/liability of a claim
- Determines the sufficiency of the submitted documents includes validation on genuineness
- Communicates with the External Adjuster and Inspector to release the initial findings of the inspection conducted
- Assigns claim to the Adjuster or Inspector if needed while doing the Pre Evaluation
- Issues/ Recommends claim for denial for non-compensable claim
- Communicates with the Driver, Assured, Third-party, etc, to determine the circumstances of the Loss
- Bachelor's degree of any courses
- Minimum of 1 -2 years of relevant experience
Mobile Application Developer (Makati City)
Work you will do:
- Design and build advance applications for the Android and/or IOS platform
- Develop highly customized applications
- Collaborate with cross-functional teams to define, design, and ship features
- Ensure the performance, quality, and responsiveness of applications
- Bachelor degree in IT, Communications, Information System or related field
- Minimum 2 years of experience
- Has expertise in Application Development
General Accounting Lead - Reconciliation
(Makati City)
Work you will do:
- Oversee the reconciliation process for various financial accounts, including bank accounts, general ledger accounts
- Review and analyze financial data to identify discrepancies, irregularities, or errors and take appropriate corrective actions
- Collaborate with cross-functional teams, such as finance, treasury, and operations, to investigate and resolve reconciliation issues in a timely manner
- Prepare periodic reports and presentations on reconciliation activities, variances, and trends for management review
- Serve as a subject matter expert on accounts reconciliation matters, providing guidance and support to finance team members and other stakeholders
- Bachelor's degree in finance, accounting, or a related field. Preferably a CPA
- Proven experience 3+ years in accounts reconciliation and any related controls focus of the balance sheet substantiation, preferably in a leadership or supervisory role. Has background in Insurance, SOx or tasks preferred but not required
- Effective communication skills, both verbal and written, to interact with internal and external stakeholders
- Excellent attention to detail and organizational skills, with the ability to manage multiple priorities and meet deadlines
- Strong leadership and team management abilities, with a focus on fostering a collaborative and high-performance work environment
Sales Training Officer (Makati City)
Work you will do:
- Design quality on-boarding training programs for agents and ensure attainment of desired productivity level within budget limitations
- Collaborate with branch heads and recruitment officers in scheduling and conducting training programs for new agents on a regular basis
- Collaborate with branch heads and agents to ensure incorporation/improvements on training topics to achieve sales objectives
- Graduate of any 4-year course
- Competent in presentation and facilitation skills
- Solid business and sales, business development and marketing background
- Experience in designing training programs
- Excellent interpersonal and collaboration skills
Account Assistant (Makati City)
Work you will do:
- Releases policies based on agreed Turnaround Time (TAT)
- Monitors renewal list
- Send out renewal notices to clients/brokers
- Reviews quotations and approvals prior to issuance of the policy
- Assists direct clients’ request for quotation
- Follows up issuance of quoted accounts
- Processes premium refunds when policy is cancelled and follows up check releasing
- Email/call clients for unpaid premiums
- Prepares delivery receipts for Mailing Center
- Graduate of Bachelor’s degree in any business-related course
- Fresh graduate or at least with less than a year of experience in the non-life insurance industry handling sales and/or underwriting
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Proactive, shows initiative, resourceful, adaptable, and has a sense of urgency
- Able to multi-task in order to successfully handle multiple accounts
CRM Assistant (Makati City)
Work you will do:
- Assists customer concerns received from various external touchpoints
- Coordinate with internal business groups
- Track and Monitor ongoing client request/queries and submits reports on time to immediate supervisor
- Ensure the proper delivery of resolution to clients in a timely manner
- Handle Inbound Calls, Website & Social Media Chat Support, Customer Emailing, Outbound Calls for Customer Updates
- Bachelors degree holder of any 4-year business-related course
- Minimum of 1 year relevant experience
- Fluent in oral and written English and Filipino
- Knowledge and experience in call handling and customer service
Marketing Manager (Makati City)
Work you will do:
- Analyze Trends and Prepare Marketing forecasts
- Analyze Market share and increase brand awareness
- Coordinate market strategies with the sales and underwriting team
- Overseeing branding, marketing, and promotional campaigns
- Creating a marketing calendar and budget
- Managing social media and all digital initiatives, ensuring alignment and coordination for the improvement of service and product offers
- Bachelor's degree holder of any 4-year course
- Minimum of 3 to 5 years of relevant experience
- Has a field of expertise in Marketing, Digital Marketing, Campaign and Event Management
Agency Development Officer (Dagupan)
Work you will do:
- Contribute to the achievement of target sales and manpower objectives and profitability by analyzing data and executing plans to mitigate negative impacts
- Develop specific plans to ensure the short and long-term growth of the sales team
- Graduate of any 4-year course
- Competent in presentation and facilitation skills
- Solid business and sales, business development, and marketing background
- Strong in customer service and sales strategy
- Experience in handling an insurance branch
- Preferably with a network of clients in the non-life insurance industry
Agency Development Officer (Laguna)
Work you will do:
- Contribute to the achievement of target sales and manpower objectives and profitability by analyzing data and executing plans to mitigate negative impacts
- Develop specific plans to ensure the short and long-term growth of the sales team
- Graduate of any 4-year course
- Competent in presentation and facilitation skills
- Solid business and sales, business development, and marketing background
- Strong in customer service and sales strategy
- Experience in handling an insurance branch
- Preferably with a network of clients in the non-life insurance industry
Agency Development Officer (Binondo)
Work you will do:
- Contribute to the achievement of target sales and manpower objectives and profitability by analyzing data and executing plans to mitigate negative impacts
- Develop specific plans to ensure the short and long-term growth of the sales team
- Graduate of any 4-year course
- Competent in presentation and facilitation skills
- Solid business and sales, business development, and marketing background
- Strong in customer service and sales strategy
- Experience in handling an insurance branch
- Preferably with a network of clients in the non-life insurance industry
Project Manager (Makati City)
Work you will do:
- The purpose of this role is to lead delivery for projects and to drive quality delivery of strategic and incremental change on FPG platforms and systems
- Deliver specific solutions/ services that meet the business need, and ensure individual project objectives are met within the agreed scope, budget, schedule, and expected quality
- Manage diverse internal and external stakeholders including development, business analysts, architects and other contributors to project success
- Manage stakeholders across the organization through the change management process and drive critical decision-making with sponsors (while keeping senior management informed) through the use of FPG’s Project Management standards and best practices.
- Bachelor's degree in Computer Science or IT-related courses
- 5+ years’ experience in managing cross-functional IT projects Has expertise in Application Development
- Experience in leading and managing teams to successfully transition an application from development to production
- Experience in implementing change throughout an organization
- Excellent verbal and written English communication and presentation skills
- Excellent inter-personal and negotiation skills
- Worked in an insurance domain projects a plus
Web Developer (Makati City)
Work you will do:
- Translate business requirements into technical requirements
- Secure coding principles based on the existing framework
- Work on pre-existing codes and enhance the system
- Bachelor's degree in IT, Communications, Information Systems, or related field
- Minimum 2 years of experience
- Has expertise in Application Development
- Well-versed in PHP and MySQL
Business Analyst (Makati City)
Work you will do:
- Analyze the system/data and support business users
- Monitors the deliverables and ensuring timely completion of projects or tasks
- Coordinate with the business team
- Serves as quality assurance for all reports/system integration testing in IT
- Bachelor degree in IT, Communications, Information System or related field
- Minimum 2 years of experience
General Accounting Lead - Taxation
(Makati City)
Work you will do:
- Ensuring compliance with tax regulations and overseeing the preparation and submission of tax returns
- Coordinating and managing external audits by independent auditors, as well as internal audits to prepare the effectiveness of internal controls and financial processes
- Providing timely and professional responses to inquiries from policyholders, claimants, and internal departments regarding claim status or payment issues
- Ensure timely preparation of Journal Entries. Maintain general ledger by preparing journal entries, account reconciliations, and taxes
- Reviews Operating Expenses and approve payment request
- Supervise the team when the manager is absent. Collaborate with the team to come up with new process improvement
- Graduate of a Bachelor's Degree in Accountancy
- Minimum 3-5 years of experience
Audit Lead (Makati City)
Work you will do:
- Audit projects/assignments are completed based on approved cycle time and perform as an individual contributor for selected audit engagements (20 - 30 Days for Functional Audits and 10 – 12 Days for Branch Audits)
- Review subordinates' working papers and summary of issues and observations (3 – 5 days from the date of receipt)
- Perform simultaneous validations, verification, and checking of management action plans every December (All Branch Audits Conducted).
- For Departmental Audits, prior to the issuance of the Progress Report showing the status of the action plans especially those findings tagged as HIGH risks while it will be Within the month following the agreed month by which the action plans will have to be implemented for audit findings tagged as MEDIUM risks.
- 90% - 100% of audit objectives to be attained at the conclusion of the audit
- Completion of audit within the set timetable based on the initial assessment conducted
- Graduate of a Bachelor’s Degree in Accountancy or any Business Course (Finance, Internal Audit, Financial Management, etc.)
- Minimum of five years working experience in doing financial audit; operations and compliance audit; IT audit experience is an advantage.
- Background in the financial industry especially non-life insurance is an advantage. Solid knowledge of insurance regulations, compliance, and guidelines.
Application Development Lead (Makati City)
Work you will do:
- Lead software design and architecture discussions.
- Develop and maintain high-quality software solutions
- Collaborate with stakeholders to gather requirements and budget constraints and define project scope
- Design application architectures and solutions that adherence to best practice meet business requirements
- Provide technical leadership to the development team.
- Review and approve technical designs and code.
- Implement coding standards and best practices.
- Monitor and maintain applications in production that are still under the warranty period
- Stay up-to-date with industry trends and technologies.
- Mentor and coach junior developers.
- Collaborate with cross-functional teams for integration.
- Manage project timelines and resource allocation within the development team
- Graduate of a Bachelor’s Degree in Information Technology or any Related Course
- Minimum of 5 years of experience in software development, including at least 2 years in a leadership or architectural role
- Proficiency in software development languages such as PHP, Python, MySQL, or C#
- Strong understanding of software architecture and design principles
- Knowledgeable in web security, programming language, database, MySQL, MsSQL and has experience in data via rest and json
- Excellent problem-solving and analytical skills
- Leadership and mentoring abilities
- Strong communication and collaboration skills
- Ability to work in a fast-paced and dynamic environment
- Adaptability to emerging technologies
- Experience with microservices architecture, payment platforms and cloud technologies is a plus
Internal Audit Assistant (Makati City)
Work you will do:
- Perform simultaneous validations, verification and checking of management action plans every December (All Branch Audits Conducted).
- Perform Follow Up Audits in relation with the review and monitoring of Agreed Action Plans Based on Audit Findings
- Performs Ad Hoc Projects as Requested
- Perform Audit Assignments
- Graduate of a Bachelor’s Degree in Accountancy or any Business Course (Finance, Internal Audit, Financial Management etc.)
- Open for fresh graduates or with 1 to 2 years working experience doing internal audits (financial / operations) and finance functions
- Background in financial industry especially non-life insurance is an advantage
- Excellent Verbal and Written Communication skill
- Strong time management and organizational skills
- Ability and passion to solve problems.
- Innovative
- High-forward and logical thinking skills
- Proficient in Microsoft Office Applications
Distribution Accounting Assistant (Makati City)
Work you will do:
- Calculate commissions based on established commission structures, ensuring accuracy in line with agent agreements.
- Processing commission disbursement within specified timeframe
- Ensure accuracy in all commission-related data, cross-referencing information to prevent errors.
- Maintain comprehensive and organized records of commission transactions, approvals, and communications.
- Prepare documentation related to commission calculations and disbursements for internal and external auditing purposes.
- Supports general accounting and financial reporting
- Graduate of BS Accountancy or Any related courses
- Minimum of 2-3 years experience
Reinsurance Accounting Lead (Makati City)
Work you will do:
- Oversee all aspects of reinsurance accounting, including premium recognition, claims settlements, and reserves.
- Ensure accurate and timely recording of reinsurance transactions in accordance with company policies
- Analyze complex reinsurance treaty structures and accounting treatments, providing insights and recommendations to internal stakeholders.
- Lead the reinsurance accounting team by providing guidance, allocating task priorities, monitor workloads and performance evaluation.
- Timely preparation of Reinsurance reports
- Supports general accounting and financial reporting
- Graduate of BS Accountancy or Any related courses
- Minimum of 3-5 years experience
- People and leadership skills
- Organizational skills
Treasury Assistant (Makati City)
Work you will do:
- Perform more responsible duties pertaining to receiving and acknowledging on non-life insurance premiums and related payments
- Handle issuance and printing of official receipts on premium payments
- Monitor and coordinate all returned, pulled out and rejected check to related party
- Act as alternate Cashier
- Handle petty cash fund and admin fund
- Bachelor degree in Finance or Accounting
- Minimum 1-2 years of experience
AR Analyst (Angeles, Pampanga)
Work you will do:
- Timely preparation and sending of SOA
- Ensures collection and control the unpaid premiums
- Time preparation and application of remittance schedule
- Graduate of BS Accountancy or Any related courses
- Minimum of 2-5 years experience
- Preferably with non-life insurance industry exposure
Renewals Processor (Makati City)
Work you will do:
- Ensure all renewal and non-renewal notices are generated correctly and on time based on the predefined schedule and policy guidelines.
- Cross-check all renewal and non-renewal notices for completeness and accuracy before they are sent out.
- Ensure that all notices are sent to the correct recipients through the appropriate communication channels (email, physical mail, or portal uploads).
- Address customer inquiries, disputes, and escalations related to renewal and non-renewal notices promptly and professionally.
- Identify and implement process improvements to enhance efficiency and compliance with regulations.
- Ensure adherence to industry regulations, company policies, and data security measures.
- Graduate of Bachelor’s degree in any Business-related course
- At least 1 year of related work experience
- Attention to detail - Understanding of handling confidential documents, data accuracy, and compliance audits.
- Effectively manage multiple tasks and meet deadlines
- Comfortable using MS Office (Excel, Word), databases, and document automation tools
- Ability to identify gaps in the workflow and suggest improvements
Sales Operations Assistant (Makati City)
Work you will do:
- Data extraction and analysis
- Prepare weekly and monthly production reports of the department
- Monitor call reports and sales initiative tracker
- Schedule regular business review and prepare presentation materials
- Coordinate across all team heads and sales personnel for department alignment
- Preparation of letters and memos for dissemination and implementation
- Prepare agenda and take minutes of the department's regular meetings
- Maintain physical and digital files
- Coordinate with Underwriting department on major accounts
- Liaise with other departments on the team's concerns
- Handle division functions (i.e., cocktails, luncheons, dinners, etc.) reservations, invitations and preparations
- Represent the Group Head in client meetings
- Develop and cultivate own relationship with broker partners
- Bachelor's degree holder of any 4-year business-related course
- Preferably with 2-3 years Non Life Insurance Experience – Sales or Operations
- Experience in sales report preparation and analysis
- Excellent skills in MS Office Application
- Collaborative
- Good in Planning and Organizing Skills
- Oral and Written Communication Skills
- Can work with minimal supervision
Compliance and Risk Officer (Makati City)
Work you will do:
- In coordination with the Head of Legal Risk & Compliance, building and managing the Company’s enterprise risk management framework
- Maintaining the Company’s risk register and database
- Conducting periodic risk assessments and preparing the reports on the assessment results
- Preparation and submission of regulatory reports to the Insurance Commission and other regulatory offices (e.g., National Privacy Commission)
- Maintaining the document inventory of the Legal Risk and Compliance Team
- Graduate of a Bachelor's degree, preferably in the areas of Finance, Accounting, or Law
- At least four (4) years of relevant experience in enterprise risk management, compliance, and corporate governance, preferably gained in an insurance company or any regulated company within the financial services space
- Advanced skills in enterprise risk management and regulatory compliance
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SAM
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