Branch Services Specialist – Binondo Branch

JOB PURPOSE:

o 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

o Process non-financial policy changes/requests

o Sends request for amendment and other requirements, beyond authority, to Head

Office within the agreed turnaround time.

• Collections functions

o Receives PDCs and issues acknowledgement receipts.

o Logs received Auto Debit arrangement forms; checks for accuracy and completeness of

information; logs in PSP tool and sends to Head Office

• Customer Centricity

o Attends to inquiries and concerns of clients and/or distributors within limits of