Senior Retail & Bancassurance Operations Officer
RAK Insurance
مجموع سنوات الخبرة :17 years, 9 أشهر
Conduct day-to-day coordination and implementation of verification and approval process of bank transactions related to motor and medical insurance by (1) assisting on bank's inquiries (2) overseeing payments and invoices ensuring proper allocations of refunds are dealt with (3) ensuring transactions are integrated with TPA, traffic data integrator and payment gateway
Ensures adherence to underwriting guidelines, regulatory and internal policies when overseeing verification and approval process of high volume online portal issued quotation in a timely and accurate manner
Gives emphasis to smooth customer experience by (1) administering customer account management and registration with proper resolution to business validation, (2) ensuring transactions are integrated with TPA, traffic data integrator and payment gateway, (3) taking ownership of customer feedback, addressing area for improvement and resolving issue
Provides expert assistance on system usage; (1) training junior staff (2) conducting extensive tests prior to release of new system builds and updates
Collaborates with the management and staff at all locations to achieve operational efficiency and “best in class” customer service
Meticulously works on day to day verification, review and approval of all compliance items for quotations and/or policies issued by Medical, General and Motor Production teams and through the introduction of online portal and/or mobile app for clients
Proactively supports the company on its transition to paperless environment; (1) handles company's digital archive master list transferring transmittal information received on paper, (2) addresses feedback on portal, (3) monitors reinsurance placement, motor traffic integrator, payment gateway and conveys unallocated transaction to Finance for online policies, (4) provides training to new staff
Coordinates with all stakeholders (management, clients, brokers, staff) ensuring "best in class" customer service while maintaining optimum quality standards
Responsible for the main production of policies that includes processing of General, Marine, Travel and Life Insurances providing accountable understanding on product coverage and wordings, warranties, conditions, exclusions
Provides expert training to new hires
Successfully completes operational requirements by scheduling and assigning administrative tasks; expediting work results
Low Counter Staff
July 2007 - June 2008 - Trinoma Mall, Quezon City, Philippines
June 2004 - June 2007 - España - UST, Manila, Philippines
In charge of variety of tasks for New Accounts, (1) assisting walk-in prospects, (2) processing, encoding and securing officer approval, (3) secure required acceptable identification media and online authorization following BPI Selling and Accounts acceptance criteria.
Systematically prepares, process and monitors (1) Debit and credit memos (2) Sales of Managers Checks, Demand Drafts and check books, (3) ATM card applications, (4) client record update (5) Bank Certification requests (6) Peso and Dollar Time Deposit Maturities
Takes charge of other customer related activities, (1) reporting ATM complaints (2) cross selling other products and services
High Counter Staff
June 2003 - June 2004 - España - UST, Manila, Philippines
Responsible for accurate and efficient processing of (1) cash/cheque deposits, withdrawals, cheque encashments (2) client payments to merchants (3) end to end balancing (4) subtotal, finals and other transaction filing, (4) sales of other products and services
CHED Scholar