Processing Officer

Job Description:

• Processing Officer is responsible for reviewing/checking of the request for Placement submitted by Marketing and ensuring the adherence to the prescribed guidelines and procedures on timely processing of placement and booking of the accounts and releasing of the policies.

Job Responsibilities:  

• Reviews and processes the placement request from the Marketing AO following the approved guidelines and procedures

• Generates Statement of Account (SOA) and forwards the SOA and policy to the appropriate recipients.

• Monitors unbooked accounts based on placement and booking guidelines and ensures no late booking, no advanced booking and no booking of expired accounts

• Performs other job functions as may be assigned from time to time

Qualifications:  

• Graduate of any 4-year degree course with at least 2 years sales experience, preferably as an Account / Sales Officer in a non-life brokerage company  

• Above average communications skills and product knowledge  

• Good interpersonal and communication skills (ability to engage efficiently with clients, collaborate with other business units/ stakeholders and present in a professional manner).  

The candidate must be willing to work on-site in Ortigas.

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: 20152