Job Description
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
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