- Pre-screening / Monitoring of applications and pending requirements.
- Monitors all New Business applications submitted by the intermediaries and follow up pending requirements within the specified TAT.
- Assists/guides AGENTS/FAs in completing the applications. Assist the AGENTS/FAs on appropriate routine underwriting requirements applicable to the application for life insurance.
- Report/escalate delays in processing of documents and identify areas for improvement.
- Receiving / Processing after sales policy transactions for financial and non-financial impact/changes.
- Receives inquiry or request for financial changes on policy. Evaluates request and ensures that supporting documents are submitted and proper validation is secured.
- Receives inquiry or request for non-financial changes on poli-cy. Evaluates request and ensures that supporting documents are submitted and proper validation is secured.
- Submits the petty cash fund replenishments & liquidation report on a periodical basis.
- Perform monthly inventory of office supplies & equipment's and notify HO for any incidents that may affect the business and personnels in the RBC.
- Compliance, Data Privacy, and Information Security requirements.
- Ensures compliance to the agreed operational standards, Payment guidelines, AML, KYC, Risk Management, audit requirements, etc.
- Ensures proper (transaction documentation) processing of Company data and information (by following) in accordance with the Company's data privacy and information security protocols including but not limited to (data / information) assessment, tracking, reporting, and archiving of clients and employees' data or information.
- Ensures attendance and/or completion of training programs on Compliance, Data Privacy, Information Security, and other related areas. (e.g., Security Arena, Data Privacy On-boarding and Re-fresher courses, AMLA, etc.)
- Degree in Business Administration and/or Allied professions
- Work experience in Insurance, Bancassurance in the following areas: Insurance Administration, Product Knowledge, Training, Licensing & Agency. Preferred but not required.
- Excellent written & communication skills
- Excellent analytical and problem-solving skills.
- Knowledgeable in MS word, excel & PowerPoint.
- Goal oriented and results driven.
- Flexible/ willing to adapt to changes.
- People/Client-oriented.
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Business Development Specialist - Philippines, Pilipinas - Allianz PNB Life
5 araw ang nakalipas
Paglalarawan
Business Development Specialist (Cagayan De Oro)Distribution
Purpose of the Role
As a Business Development Specialist, you will assist the region expands the core business of Allianz PNBLife. You will also be responsible for the policy-related transactions, providing administrative support and service, product information, and solution to issues and relevant details to walk-in customers, sales force and bank partners, recruitment, licensing including proper monitoring of manpower activation, submissions and issuance and sales related support.
Responsibilities of the Role
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams, and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, grow, and shape a better future for our customers and the world around us.
We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love, or what you believe in.
We, therefore, welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability, or sexual orientation.
Join us. Let's care for tomorrow.
