job description
Are you looking to kickstart your career with one of the Philippines' leading insurance providers? Cocolife is currently seeking a highly motivated and detail-oriented Branch Operations Specialist to join our team at the heart of Manila. In this role, you will serve as the backbone of our branch operations, ensuring that our clients receive seamless service while maintaining the highest standards of financial accuracy and policy integrity.
As a Branch Operations Specialist, you will be the face of our branch, handling daily financial transactions and managing the critical front-end processes of insurance applications. We are looking for an individual who thrives in a fast-paced environment, possesses strong integrity, and is passionate about providing excellent service to our policyholders. If you are ready to grow your career in the insurance and financial services sector, we want to hear from you!
Responsibility
- Handle daily branch cashiering operations, ensuring accuracy in all financial transactions and reports.
- Conduct professional screening and jet-screening of insurance applications to ensure all requirements meet company standards.
- Process and issue insurance policies within established authority limits, ensuring timely delivery to clients.
- Maintain organized records and documentation for all branch transactions and policy applications.
- Coordinate with internal departments to resolve discrepancies in applications or financial accounts.
- Provide exceptional administrative support to branch leadership to ensure operational efficiency.
- Adhere strictly to company policies, data privacy regulations, and financial compliance standards.
Qualifications
- Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field.
- At least 1 year of experience in cashiering, branch operations, or administrative support, preferably within the insurance or banking industry.
- Strong proficiency in MS Office applications (Excel, Word, Outlook).
- Exceptional numerical skills and attention to detail.
- Excellent communication and interpersonal skills, capable of interacting effectively with diverse clients.
- Proven ability to work under pressure and manage multiple tasks simultaneously.
- High level of integrity, reliability, and professional work ethics.