KEY RESPONSIBILITIES

You will:

• Handle daily cash and bank transfer processes, ensuring sufficient funding available in bank accounts and instructing payment requests with various teams
• Prepare various reconciliation daily to ensure cash vs system agrees
• Prepare commissions calculations and ensure completeness and accuracy
• Posting journal entries, ensuring compliance with accounting standards
• Raising invoices and billings and updating transactions in General Ledger
• Perform daily processes above and be able to identify, address and escalate discrepancies or issues promptly
• Assist in general trust accounting journal preparations
• Assist in monthly trusts financial and group management reports
• Documentation of finance operations processes
• Assist in preparing trusts and funds financial statements
• Assist in audit requirements – group and trust
• Assist with ad hoc tasks as required
• Work collaboratively with internal and external stakeholders in day-to-day activities
• Responsible for communications with brokers on commission calculations
• Liaison with internal senior stakeholders from various teams
• Identify opportunities for process improvement in day-to-day tasks to enhance efficiency and accuracy
• Assist in business requirement and UAT for finance projects

QUALIFICATIONS:

• Degree qualified in finance, accounting or business
• Commercial experience of over 3 years where you have gained experience in high volume daily processing and reconciliation
• Has over 5 years of experience in collaborating and partnering with foreign senior stakeholders
• Working knowledge in Continuous Improvement specific to accounting process-mapping and streamlining.
• Strong knowledge of financial operations and accounting

Work Schedule: Early Morning Shift (AU - 6am-3pm)

Work Set-up: Ortigas, Pasig

You will oversee all commercial and contractual aspects related to property management operations. This includes contract negotiations, review and management (that includes identify the risks, review of SLA & KPIS, general terms and conditions, insurances, payment terms, etc.), pricing strategies, compliance monitoring, and maximizing financial performance across property management agreements. The role requires expertise in pricing models, contract law, commercial strategy, supplier relationships, and property management practices.

The Agency Recruitment and Activation Officer is responsible for identifying, recruiting, and activating agents to represent the organization. The primary goal of this role is to build a strong network of agents who are motivated, knowledgeable, and aligned with the company’s mission and values. By effectively sourcing, screening, and onboarding agents, the officer plays a key role in contributing to the growth and success of the agency.

KEY RESPONSIBILITIES
You will:

• Develop and implement strategies to attract potential agents, including advertising, networking, and referrals.

• Identify key talent pools and target demographics for agent recruitment.

• Conduct outreach activities such as job fairs, community events, and online campaigns to attract prospective agents.

• Review applications and resumes to identify qualified candidates.

• Conduct interviews and assessments to evaluate candidates' suitability for the role of agent.

• Assess candidates' knowledge, skills, experience, and alignment with organizational values.

• Facilitate the onboarding process for new agents, providing them with the necessary training, resources, and support to succeed in their roles.

• Coordinate orientation sessions to familiarize new agents with our organization's mission, policies, products, and services.

• Ensure that new agents are equipped with the tools and information they need to start representing our agency effectively.

• Build and maintain strong relationships with agents, serving as their primary point of contact and addressing any concerns or inquiries they may have.

• Provide ongoing support and guidance to agents, helping them to overcome challenges and achieve their goals.

• Foster a positive and collaborative relationship with agents, promoting loyalty and engagement.

• Monitor the performance of agents and provide feedback and coaching as needed.

• Identify opportunities for training and development to enhance agents' skills and effectiveness.

• Recognize and reward agents for their achievements and contributions to the agency

• Maintain accurate records of agent information, including contracts, certifications, and performance evaluations.

QUALIFICATIONS & REQUIREMENTS:

• Bachelor's degree in Business Administration, Marketing, Human Resources, or a related field.

• Proven experience in recruitment, sales, or a similar role, preferably in the insurance, real estate, or financial services industry.

• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with agents.

• Knowledge of relevant laws and regulations governing agent recruitment and employment.

Work Arrangement: Onsite

Work Schedule: M-F, Dayshift

Work Location:

• Legaspi Village, Makati

• Paco, Manila

• Lipa City, Batangas

• Santa Rosa, Laguna

The Claims Assistant is responsible for claims processing and compliance with the correct claims processing procedures and prompt settlement of claims. Required to operate within the framework of policies standard, objectives and budgets.

KEY RESPONSIBILITIES

You will:

• Claims processing motor claims (end to end)
• Referral of claims for possible recovery to Recovery Unit
• Referral of claims for possible fraud to Anti-fraud Unit

QUALIFICATIONS & REQUIREMENTS: 

• Graduate of any 4 years bachelor’s degree.
• Experience in motor claims insurance processing is a plus
• Exceptional written and verbal communication skills
• Proficiency in MS Word and Excel

Work Schedule: Regular Shift
Work Location: Acacia Ave, Muntinlupa