Branch Service Assistant (Reliever)

Dagupan City, Pangasinan    2021-10-29 10:59:16    Contractual

·        Handles queries and policy servicing including conservation of applications, policies and claims transactions from policyholders and agents.

·        Provides assistance in the accomplishment of needed documents and requirements.

·        Processes Policy loan request for payment from the Operating Fund based on the set Turn Around Time.

·        Screens and encodes applications in the Application Encoding Module.

·        Submits application forms to New Business Division at the Head Office on time.

·        Prepares transmittal of forms for policy benefits and Claims documents for Death Claims and Medical Reimbursements for processing at the Head Office.

·        Monitors the status of transactions submitted at the Head Office for proper servicing.

·        Handles releasing of policy contracts thru agent and mailing if not delivered on the set waiting period.