*REMOTE WORK OPPORTUNITIES

*OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES

Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.

• WORK-LIFE BALANCE with flexible working hours
• Attain high income potential and earn up to five years of passive commissions
• Faster Career Promotion based on performance
• Fun and inclusive workplace with diverse professionals from all fields
• 3 hours a day as part-timer / 6 hours a day as full-timer
• Hybrid set-up offering your flexibility and freedom
• Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
• Global Exposure
• Awards and Recognitions
• Continuous personal and professional growth
• A coaching and mentoring environment to maximize your capabilities
• Retirement / Provident Fund, Group Life Insurance, and HMO

Jumpstart your career by engaging in the business of helping people

The Underwriting Specialist will be responsible for evaluating and assessing risks associated with insurance policies, loans, or other financial products. This role requires analyzing data, reviewing applications, and making informed decisions to determine the level of risk and appropriate terms for clients.

• Risk Assessment: Analyze and evaluate insurance applications, loan applications, or financial product proposals to determine the risk involved.
• Policy Evaluation: Review client information, such as credit scores, financial statements, and other relevant documents, to assess the level of risk.
• Decision Making: Make underwriting decisions based on established guidelines and standards, ensuring a balanced approach between risk and profitability.
• Documentation: Prepare detailed reports and documentation outlining the underwriting decisions, including justifications and recommendations.
• Compliance: Ensure that all underwriting decisions comply with legal and regulatory requirements.
• Client Interaction: Communicate with clients, agents, or brokers to gather additional information or clarify discrepancies in applications.
• Continuous Improvement: Stay updated with industry trends, regulatory changes, and best practices in underwriting to improve decision-making processes.
• Collaboration: Work closely with other departments, such as Claims, Legal, and Sales, to ensure a comprehensive understanding of client needs and risk factors.
• Data Analysis: Utilize underwriting software and tools to analyze data and make informed decisions.

Key Responsibilities:

Collections:

• Follow up on overdue accounts and manage collection efforts.
• Communicate with clients regarding payment terms and outstanding balances.
• Maintain accurate records of collection activities and transactions.
• Prepare and send out statements, invoices, and collection letters.

Messenger Duties:

• Deliver and collect documents, packages, and payments from clients and other business partners.
• Ensure timely and accurate delivery of all items.
• Maintain a log of all deliveries and collections made.
• Provide excellent customer service during interactions with clients and partners.

• Provide financial planning support to clients in alignment with Manulife's products.
• Understand client financial needs and objectives to propose suitable insurance and investment solutions through face to face client meetings.
• Maintain and build client relationships, offering personalized service in the insurance industry.
• Stay current with market trends and regulatory changes to offer informed advice.
• Commit to ongoing professional development and meet all licensure requirements.

• Focus on helping clients assess their current financial situations and prepare for the future.
• To educate and guide clients towards a profitable and secure financial decision using various financial products and services.
• Meeting with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
• Financial advisors may have the opportunity to travel to different cities or countries for work, depending on the types of clients and their business models. Can also attend conferences and networking events to secure more clients and also learn from workshops about financial advisory.

• Responsible for establishing and maintaining good working relationships with top Mandarin-speaking clients and representatives
• Oversee assigned accounts, including negotiating deals, operational improvement, and campaign participation to maximize growth.
• Work closely with stakeholders such as Mandarin-speaking clients to communicate key progress of monthly/quarterly initiatives.
• Evaluate, forecast, and track key account metrics
• Provided in-depth insight on assigned clients to project managers and team leads to execute strategies aligned with the project goals.
• Prepare status reports on multiple accounts

This is a part-time role for a Financial Consultant at Pru Life UK - Imperium Blaze Life Insurance Agency. The role is based in Makati with flexibility for remote work. The Financial Consultant will provide financial guidance, assist clients in making sound investment decisions, and analyze financial information to help clients achieve their financial goals.

DUTIES & RESPONSIBILITIES

• Conduct daily reconciliation of bank statements to ensure accuracy and completeness of financial records.
• Investigate and resolve discrepancies between bank records and internal accounting data.
• Maintain organized and up-to-date records of all bank transactions and reconciliation activities.
• Communicate effectively with internal teams to address any issues related to bank reconciliations.
• Assist in identifying opportunities for process improvements in bank reconciliation procedures.
• Ensure compliance with company policies and regulatory requirements in all reconciliation processes.

We are seeking a dedicated and detail-oriented Collections Officer to join our team. The Collections Officer will be responsible for managing and collecting outstanding accounts receivable from clients and customers. This role requires excellent communication skills, a proactive approach, and the ability to handle difficult situations professionally.

• Account Management: Monitor assigned accounts to identify outstanding debts and follow up on overdue payments.
• Customer Communication: Contact customers via phone, email, and letters to remind them of outstanding invoices and negotiate payment plans if necessary.
• Payment Processing: Record and process incoming payments, ensuring accurate and timely updating of account information.
• Dispute Resolution: Address and resolve any discrepancies or disputes related to billing and payments.
• Record Keeping: Maintain accurate records of all collection activities and transactions, including communications with customers.
• Reporting: Prepare and present regular reports on the status of collections and outstanding accounts to management.
• Compliance: Ensure all collection activities comply with relevant laws and regulations, as well as company policies.

Job Summary / Position Objectives :

Primary responsible for the reconciliation of all collections & disbursement of OCLI’s Manila & Branches.

Key Result Areas / Duties & Responsibilities:

1. Bank Reconciliation

1.1 Monitors and Investigates all Manila & OCLI Branch Banking transactions in order to detect irregularities and to prevent fraud.

1.2 Gathers and ensuring the correctness of needed data used for bank reconciliation.

1.3 Daily recording of the bank transaction on accounting system.

1.4 Daily reconciliation of the bank transaction on accounting system.

1.5 Works with accounting & budget department to identify open items and unidentified deposit for timely closure.

1.6 Performs the reconciliation and verification of the account regarding cash on hand and cash in bank.

1.7 Provides feedback to the accounting department on how to improve on the internal controls, and also pinpoint areas where risks relating to banking transactions can be minimized.

1.8 Closing of bank statement every 10th of the month.

1.9 Timely submission of reconciliation reports every 10th of the following month.

2. RECORDS

2.1 Maintains and safeguards all documents within the area of responsibility.

2.2 Up keeps organized filing system.

2.3 Up keeps secure the Bank Records and Bank passbook.

3. REPORTS

3.1 Submits monthly reconciliation reports on all cash deposit and withdrawal to the bank. 3.2 Reviews cash on hand, cash in bank & cash clearing accounts.

3.3 Prepares monthly journal and adjusting entries for cash on hand, cash in bank & cash clearing accounts

3.4 Prepares subsidiaries daily/monthly reports, ensure accuracy and completeness before forwarding to officer for checking and approval. 

• Collecting payments via credit card or direct debit via phone
• Negotiating settlements to accept a percentage of the debt
• Logging every contact attempt and the outcome of the contact
• Removing settled debts and deceased individuals from records
• Updating credit files when debts are satisfied
• Beginning legal proceedings, such as foreclosure or repossession, when debts can’t be settle

Company Profile: XMC BPO is a Business Process Outsourcing Agency that provides essential services 

through customer service within reach.

Position: Research Analyst

Location: Pasig City

Salary: Negotiable

Work Schedule: Shifting Schedule

Work Set-up: Work onsite

Benefits Offer:

• Competitive Salary

• Government Mandated Benefits 

• Flexible work schedule

• HMO

• 13th Month Pay

• Paid leave credits (upon regularization)

• 2 consecutive days off

• Awards and Recognitions

Responsibilities:

• Responsible in conducting research on companies, industries, market trends to identify potential investment opportunities.

• Financial Analysis not limited to: Financial statements, income statement, balance sheet and cash flow statements to assess the financial health and performance of the companies.

• Continuously monitor market developments, economic indicators and news that may impact investment decisions.

• Maintain and update financial models and databases to support research and analysis

• Presenting research findings to investment recommendations to senior management

Recruitment Process

• Initial Interview

• Final Interview

• Job Offer

1. Claims Management:

• Review, process, and submit insurance claims related to vehicle repairs.
• Gather necessary documentation (estimates, invoices, photos, accident reports, etc.) to support claims submissions.
• Ensure all paperwork is completed and filed with the appropriate insurance company or agency on time.
• Follow up on claim statuses, providing updates to both the customers and the shop’s management team.
• Handle claim denials or discrepancies by coordinating resolution between customers and insurance representatives.

1. Coordination with Insurance Companies and Agencies:

• Communicate directly with insurance companies and agencies to verify coverage, submit repair estimates, and obtain approvals.
• Schedule and coordinate inspections with insurance adjusters, ensuring that required documentation and information are readily available.
• Negotiate with insurance representatives to ensure fair and accurate settlement of claims based on repair estimates and costs.
• Ensure compliance with insurance company policies and requirements throughout the repair process.
• Maintain relationships with multiple insurance agencies to facilitate smooth processing of future claims.

1. Customer Service:

• Assist customers in understanding their insurance coverage, claims processes, and what to expect from the repair shop.
• Provide regular updates to customers on the status of their claims and the progress of repairs.
• Address customer inquiries or complaints regarding insurance claims, escalating issues to management as needed.
• Ensure a positive customer experience through effective communication and problem-solving.

1. Documentation & Record Keeping:

• Maintain accurate and up-to-date records of all insurance claims, including customer information, claim status, correspondence, and documentation.
• Organize and file all relevant documentation, ensuring compliance with insurance requirements and audit standards.
• Prepare detailed reports for management on the status of claims and payments.

1. Coordination with Repair Team:

• Liaise with the repair technicians to ensure that repairs are performed according to the scope approved by the insurance companies.
• Communicate any adjustments or additional work required with insurance companies and ensure that customers are informed about these changes.
• Coordinate with the team to ensure the timely completion of repairs once insurance approvals are received.

1. Billing & Payments:

• Submit repair invoices to insurance companies and ensure timely processing of payments.
• Reconcile payments received from insurance agencies with invoices, ensuring accuracy.
• Work with the billing department to address any issues or discrepancies related to insurance payments or customer accounts.

URGENT HIRING

Collection Assistant

Location: Quezon City

Starting Salary: 18000php

• ..........................

The Core Objectives:

1. Timely collection to reduce outstanding receivables

2. Timely and accurate settlement and payment adjustments

3. Bad debt and write offs reduction

4. Resolving disputes

5. Maintaining good customer relations.