Communication in reconciling items with concerned parties
Provide schedule during audit
If you are someone with:
Graduate of BS Accountancy
Minimum of 3 years experience
CPA Preferred
Has expertise with bank and accounts reconciliation
Agency Development Officer
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
If you are someone with:
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.
If you are someone with:
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
Work you will do:
Processing of policy documents (Policies, Renewals, Endorsements, Renewal Notices, Certificates)
Data Encoding
Printing, Segregation and other assignment that may be given from time to time
If you are someone with:
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 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.
If you are someone with:
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
Sales Training Officer
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
If you are someone with:
Experience in designing training programs
Expert in presentation and facilitation skills
Excellent interpersonal and collaboration skills
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.
If you are someone with:
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
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
If you are someone with:
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
Mobile Application Developer
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
If you are someone with:
Bachelor degree in IT, Communications, Information System or related field
Minimum 2 years of experience
Has expertise in Application Development
CRM Assistant
Work you will do:
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
If you are someone with:
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
Claims Assistant
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
If you are someone with:
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
Work you will do:
Timely preparation and sending of SOA
Ensures collection and control the unpaid premiums
Time preparation and application of remittance schedule
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
Work you will do:
Work closely with product, design, and research
Has a good presentation skills
Proficient in MS Excel
If you are someone with:
Graduate of any 4-year course
Minimum of 2 years experience
General Accounting Lead
Work you will do:
Handles compensation of sales
Processing of Commissions, CPC and other incentives
Handle Accounts Payable
Manage 2-3 direct reports
If you are someone with:
Graduate of BS Accountancy
Minimum of 2 years experience
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
If you are someone with:
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
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 short and long-term growth of the sales team
If you are someone with:
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 short and long-term growth of the sales team
If you are someone with:
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 - Angeles
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
If you are someone with:
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 - Calamba, 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 short and long-term growth of the sales team
If you are someone with:
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
General Accounting Manager
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
If you are someone with:
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;
General Accounting Manager
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
If you are someone with:
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.
If you are someone with:
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 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 short and long-term growth of the sales team
If you are someone with:
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
AR Analyst (Quezon 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
If you are someone with:
Graduate of BS Accountancy or Any related courses
Minimum of 2-5 years experience
Preferably with non-life insurance industry exposure
CRM Officer
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
If you are someone with:
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
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
If you are someone with:
Bachelor's degree holder of any IT-related course
Minimum of 3 -5 years of relevant experience
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
If you are someone with:
Bachelor's degree of any courses
Minimum of 1 -2 years of relevant experience
Ask Me SAMthing
SAM
Our Customer Care, Claims Service Desk, and Claims Hotline are available Mondays to Fridays from 8:00 AM to 5:00 PM.