- Review completeness and compliance of all documents received.
- Verify accuracy of agent and license information.
- Analyze information to determine proper handling of work.
- Encode agent, license and commission information in the system accurately.
- Update existing agent record in the system, if needed.
- Create and post correspondences, if needed.
- Identify the next process based on the workflow and create necessary transactions.
- Performs other task that may be assigned from time to time by Team Leader, Manager, Director.
SKILLS AND QUALIFICATIONS:
Associate Role
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Open to college graduates and undergraduate who have completed at least 2nd year and with at least 1 year of experience
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Open to college graduates and undergraduate who have completed at least 1st year and with at least 2 years of experience
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Must have 1 to 2 years of experience in financial/healthcare/retirement/insurance accounts
- Proficient in Microsoft applications
- Must be willing to work full time onsite in Gateway Cubao, Quezon City
- Must be flexible with shifts
- Ability to adhere to current performance tool that team uses
- Coachable - Seeks out and accepts feedback to improve personal performance
#LI-PH
