Treasury StaffFortune Life Insurance Co., Inc

Description
DUTIES AND RESPONSIBILITIES:
A. PRIMARY FUNCTIONS:
• Handles queries and policy servicing including conservation of applications, policies and claims transactions from policyholders and agents.
• Provides assistance in the accomplishment of needed documents and requirements.
• Processes Policy loan request for payment from the Operating Fund based on the set Turn Around Time.
• Screens and encodes applications in the Application Encoding Module.
• Submits application forms to New Business Division at the Head Office on time.
• Prepares transmittal of forms for policy benefits and Claims documents for Death Claims and Medical Reimbursements for processing at the Head Office.
• Monitors the status of transactions submitted at the Head Office for proper servicing.
• Handles releasing of policy contracts thru agent and mailing if not delivered on the set waiting period.
B. SECONDARY FUNCTIONS:
• Filing of documents, branch files and other communications mailed from HO.
• Informs policyholders via telephone call, email or text re: availability of check and status of policy transactions.
• Assists in the preparation of check and releasing of checks to the right payee or authorized representative upon submission of authorization letter or Special Power of Attorney.
• Assists in the preparation of mailing items to Head Office as scheduled.
• Assists Branch Cashier in monitoring the branch stock level of supplies and forms.
• Acts as reliever Cashier in case the Branch Cashier is on leave or not around and issues Provincial Receipt to acknowledge payment including the deposit of collections based on the set cut off time.
• In charge in maintaining of logbook for walk-in clients.
• Performs miscellaneous job-related duties assigned.
Requirements
Minimum education level: Bachelor ́s Degree
Availability for travel: No
Availability for change of residence: No
People with disabilities: Yes

Dagupan City, Ilocos Region ·  8 hours ago