Processing Officer

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 Officer is primarily functions as a Placement and Booking Processor. The function also includes reviewing/checking of the request for placement and booking 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.

Key Responsibilities:

• Reviews and processes the placement and booking request from the Marketing AO following the approved guidelines and procedures.
• Secures copy of the billing, policy/contract, ID cards (as applicable) to insurers and conducts follow-ups with insurers on pending items.
• Validates billing and releases to the appropriate recipient.
• Books the account in the system and updates record as necessary.
• Releases the policy/contract and ID cards as applicable to the appropriate recipient.
• Updates the monitoring file regularly.
• Monitors unbooked accounts and ensures no late booking, no advanced booking and no booking of expired accounts based on placement and booking guidelines.
• Reports or escalates to immediate supervisor delays of insurers on billing, policy/contract and ID cards that are beyond the agreed turn-around-time and/or other concerns with insurers, on the account or within the unit.
• Conducts User Acceptance Testing (UAT).
• Performs other job-related duties as may assigned from time to time.

Qualifications:

• Bachelor's Degree
• At least 1 year of experience in processing, operations, or administrative work.
• Relevant experience in insurance is an advantage
• Must be willing to work onsite and be assigned in Ortigas.

#LI-RL1 #LI-Onsite

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.