Processing Broker

Date: Jun 8, 2026

Location:

Iloilo City, Western Visayas, PH

Business Unit: BDO Insurance and Reinsurance Brokers, I

Department:

Placement and Booking Processor

About BDO

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader.

Job Summary

The Processing Broker is primarily responsible for the timely and accurate submission of placing instruction to insurers and booking accounts submitted by the Marketing team.

Key Responsibilities

Ensures that day-to-day transaction processes conform to the prescribed guidelines, procedures, manual operations and memorandum.
Processes the placement request from the Marketing AO following the approved guidelines and procedures.
Conducts follow-ups through email/phone on the policies and endorsements from Insurers based on the submitted Placement Slip.
Books the account.
Updates the Placement & Booking Moniforing file regularly including policy delivery.
Coordinates with the Placement & Booking TL on any undelivered policies beyond the agreed TAT and secures disposition and resolution on undelivered insurance policies due to discrepancies or additional requirements for submission.
Performs other job-related duties as may be assigned from time to time.

Qualifications

Completion of any Bachelors’ degree
Experience in insurace booking & processing an advantage

Required Skills:

Good in verbal and written communication skills
Well adept with software applications

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 27662