Customer Service staffFortune Life Insurance Co., Inc

Description
CSD Staff I
A. Policy Loan/CSV/UBF:
 Receives request for Policy Loan/CSV/UBF thru email.
 Validates completeness of required documents.
 Analyzed policy status.
If requirements are complete but request not possible:
 Prepares Letter Advise to Policyholder through branch cashier
If requirements are incomplete:
 Returns Documents to Branch Cashier
If requirements are complete:
 Fills out Quality Control Sheet.
 Validates/Tags Non-monetary.
 Forwards all documents to Finance Division
B. Conversion to ETI/RPU/Certification :
 Receives request for conversion to ETI/RPU.
 Validates completeness of required documents.
 Analyzes policy status.
If requirements are complete but request not possible:
 Prepares Letter Advise to Policyholder through Branch Cashier
If requirements are incomplete:
 Returns Documents to Branch Cashier
If requirements are complete:
 Fills out Quality Control Sheet
 Prepares Endowments/Certification and sends to Branch Office/ directly to Policy Owner
C. Other related tasks that may be assigned from time to time.
Requirements
Minimum education level: Bachelor ́s Degree
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes

₱ 16,000.00 monthly ·  Makati, National Capital Region ·  Today, 11:26 PM