Sales Support Associate
Taguig City, Ncr-Fourth District
• Assists in the day to day operations of various Retail Distribution Units (Agency, PSBank/Alternative Channel, MBTC) and Support Units (Policy Issuance, Policy Delivery) in relation to policy fulfillment cases raised via STP (Project Mercury)
o Application processing (New Business and Renewal)
o Account servicing for GI products with UW requirements
• Continuous functional alignment and coordination with various Support Units (Licensing, Claims, Collections)
o Assistance in Claims concerns
o Premium verification
• Level 2 Angel Support
• Oversees the cases and escalations raised
• Ensures that all transactions are processed within the agreed service level standards
• Keeps an open line communication to immediately address channel concerns
• Provides timely feedback or challenges on processes
• Timely submission of regular and special reports
• Ensure proper coordination with concerned channel and other units to address issues
• Monitoring of reports
• System connectivity
• Volume of transactions
• Participates in systems testing (Project Mercury)
• Attends to distributors’ inquiries and concerns
Qualifications
• Graduate of a 4-year Bachelor’s degree (Finance or any Business Administration)
• With at least 1 to 2 years of functional related experience
• Proficient in MS Office applications
• Excellent Communication Skills (oral and written)
• People Skills
Must Have
• Excellent organizational skills
• Strong communication skills, oral and written
• Numerical skills
• Resourceful
• Problem solving skills
• Detail-oriented
• Highly organized