Job Highlights:

• Fixed day-shift and weekends off, Competitive Salary
• HMO w/ Dental and optical perks, 2 weeks PAID Christmas Vacation
• Complete equipment for temp WFH only + Net subsidy, Career growth

Job Details:

Koruna Assist Back Office Solution Inc.
Office: Unit 201C- 2/F, Insular Life Cebu Business Centre, Mindanao Ave. Cor Biliran Road, Cebu Business Park, Cebu City
Working Hours: Regular Hours, Mondays- Fridays (Fixed day-shift 7 AM – 4 PM, Weekends off)

Job Responsibilities:

1. General Admin role including but not limited to:

• • Collecting and preparing all necessary documentation
  • Preparing and maintaining all paperwork for existing and new applications
  • Complete contracts and ensure clients are kept informed of the rules and requirements.
  • Work with clients to establish their needs and recommend the best application
  • Follow-up with clients to verify important information.

2. Setup client files
3. Online research of applicant credit status and current financial position.
4. Customer Relationship Management Data Entry
5. Add client data to the software or apply online data entry & upload of supporting documents.
6. Prepare forms, documents, templates, etc. for client meetings
7. Completion of Client Details through client follow-up if incomplete or summarize client details.
8. Update the Client with further information/documentation required (if applicable).
9. Prepare portfolio reports, inquiry forms and research, and product comparison reports. This requires emails, phoning, and getting specific client portfolio information.
10. Prepare insurance premium estimates and quotes using specific software.
11. Prepare, submit, and follow up on application forms.
12. Creating workflow/process maps and ensuring the Intranet is updated
13. Follow and implement as per mentioned in the Code of Practice, Information Security Policy, and all other documented information related to the information security management system

Benefits and perks:

• 200K HMO w/ Dental Coverage
• Free Maxicare Dependent and Annual Physical Check-up
• Competitive Salary (6 months increase and yearly appraisal)
• Optical Perks
• Miscellaneous allowance
• Incentives + Bonuses
• Attendance Bonus
• Perfect Attendance Rewards
• 20 paid days off + Birthday Leave
• 2 weeks paid off over Christmas
• Complete wfh equipment + internet subsidy
• Fun Fridays and Free Breakfast
• Positive work culture
• Opportunity for career growth
• Training and development opportunities

Job Qualifications:

• Open for applicants anywhere in the Philippines (non-negotiable: Must have own equipment and stable connection)
• Completed at least 2nd-year college of education (any Business Related Course)
• At least 2 years of experience in any BPO or Financial Institution
• With 1-2 years of experience specializing in Accounting/Banking/Finance or equivalent.
• Experience in handling Real Estate or Insurance Industry is a plus
• Must be Compliant with Company Policies, Code of Practice and Security Policies

Operational Skills for this Role:

• Must have Knowledgeable of Microsoft Office tools
• Good Communication skill
•  Problem Solving
• Customer Service
•  Ability to manage complex projects and multi-task.
• Excellent organizational skills.
• Strong attention to details
• Exceptional communication and follow-up skills

About You:

• Professionalism
• Accountable
• Diligent and Organized
• Team Player
• Flexible
• Critical Thinker
• Problem Solver