Branch Services Specialist - Makati at AXA Insurance dac

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

0.0

Posted On

29 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Focus, Time Management, Stakeholder Management, Decision Quality, Oral Communication, Written Communication, Analytical Skills, Negotiation Skills, Integrity & Trust, Detail Oriented, Highly Organized, MS Office Proficiency

Industry

Insurance

Description

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 o Ensures utility bills are paid on time. Follows-up check payment with Finance o Manage revolving funds o Coordinates with the distribution channel on the repairs of office facilities and equipment o Performs annual inventory of fixed assets o Performs basic troubleshooting within the scope allowed and defined by I.T. o Provides assistance and support during Sales Activities Qualifications Educational Qualifications Graduate of any 4-year Bachelor’s degree Relevant Experience Minimum 2 years working experience in administrative or customer service functions.w 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

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Responsibilities

The Branch Services Specialist provides operational services in service centers, handling inquiries, new business applications, and non-cash transactions. They ensure compliance with operational standards and maintain office facilities.