Adresse- SOA preparation for 12P
- Follow-up payments and ensures timely collection of outstanding accounts
- Receives payment and issues provisional receipts (PR) as needed
- PDC warehousing – accepts PDC as premium payment provided it’s still within the agent’s credit term
- Encode provisional receipts, cash and PDCs (post-dated checks) received for the day in the Daily Collection Report for Supervisor’s review and reconciliation before submission to Cashier for receipting
- Prepares and reconciles remittance schedule, for bulk payments, and submit for OR isssuance
- For accounts with over payment - prepares credit memo and journal vouchers, submit to Accounting for adjustment
- Sends final notices to Branch heads, intermediaries and assured prior to cancellation of policies
- Attends to queries and concerns of intermediaries, assureds and distribution.
- Close coordination with branch heads and other sales people from within the branch
- Recommends improvements on how to address procedural errors, delays & efficiency of service
Your Profile
College graduate, preferably business related courses
- Action oriented
- Composure
- Customer Focus
- Integrity and trust
- Peer relationship
- Oral & Communication skills
- Proficient in Microsoft Office
- Keen to Details
About AXA
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
About the Entity
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.
What We Offer
Please visit www.axa.com.ph/careers for more information.
