Communication in reconciling items with concerned parties
Provide schedule during audit
If you are someone with:
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
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 (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
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 (Makati City)
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
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 (Makati City)
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
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
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 (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
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 (Makati City)
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 (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
If you are someone with:
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
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
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
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;
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
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
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
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 (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
If you are someone with:
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
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
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.
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 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
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
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
If you are someone with:
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
If you are someone with:
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 - Reinsurance (Makati City)
Work you will do:
Will be assigned mainly to do facultative reinsurance placements, including but not limited to: admin tasks, reportorial requirements, and IC compliance tasks.
If you are someone with:
Graduate of any 4-year course
Minimum 3-5 years of experience
Experience in the non-life insurance industry is an advantage
Sales Analytics Assistant (Makati City)
Work you will do:
Responsible for generating, evaluating, and summarizing the data: Responsible for generating, evaluating, and summarizing the data
Creating and managing databases acquired data from primary and secondary sources
Presenting the trends and analysis to the immediate supervisor
Timely and accurate sending of reports
If you are someone with:
Must be a college graduate of any business-related course
Minimum of one year of related work experience
Intermediate expertise in Excel
Sound analytical and numerical skills
Good interpersonal skills
Good oral and written communication skills
Presentation skills and data visualization skills
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
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
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
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
If you are someone with:
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
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
Experience in designing training programs
Excellent interpersonal and collaboration skills
Account Assistant (Makati City)
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
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
If you are someone with:
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
If you are someone with:
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
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
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.
If you are someone with:
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
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
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
If you are someone with:
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
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
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