I. Duties and Responsibilities- Collecting insurance endorsements from all Sales and Servicing channels
a) Collecting insurance endorsement for the incoming & renewing accounts sent by Billing & Collection Dept. (BCD) everyday to be declared to our insurance provider.
b) To file the hard copy of all declared to our insurance provider per account.
- 2. Review collected data from various channels, to ensure accuracy and to coordinate with concerned teams regarding questionable items.
a) To analize and verify first the accounts to ensure accuracy before transfer it to insurance template, with company name, member's name, member's date of birth, insurance coverage for life, accidental death & dismemberment, effectivity date, end of term, premium and number of insured. To analize and verify
b) As much as possible, must finish all everyday endorsements from BCD in the afternoon, if there are important things to do, prioritization is done.
- 3. Prepare and transmit insurance data to providers (PHILAMLIFE and First Life).
a) Once the declaration is sent to Broker, awaiting for the acknowledgement. Same
process for Philamlife.
b) To verify all questionable items like correct date of birth, etc.
c) Send to Broker the corrected questionable items thru email.
d) Cut-off for declaration to our provider is every 15 days. 1st batch is 1-15 of the month and the 2nd batch is 16-30.
e) Declaration of Cancer lllness Benefit (ClB) to Philamlife as per endorse by the account handler. To check said endorsement before transfer it to CIB Template with complete data.
- 4. Review statements of account from the insurance providers, for accuracy and
endorse same to Finance for Payment.
a) Broker sends the total amount and number of insured per account for checking if it
tallies with our list
b) Broker sends such declaration to First Life for preparation statement of account and sends back to HMI for final checking thru email.
c) Confirm to Broker said statement of account for final printing of First Life and send the original SOA. Check the received SOA for accuracy.
d) Endorse the same to Finance Dept. for payment.
e) Minimum two weeks of payment processing, disbursement inform lnsurance Section that the insurance provider has check already.
f) Same flow for processing of Philamlife payment.
- 5. Attend to claims/inquiries of accounts for forwarding to insurance providers.
a) To send first the scanned copy thru email all death claim forms and all requirements sent by account handler to insurance provider thru Broker for initial screening and wait for the
advise if the documents are complete. To email back the account handler if there are any lacking documents needed.
b)-Upon receipt of all original documents, Verification is made by comparison to scanned documents received via email.
c) Relay to insurance provider all inquiries/concerns of the beneficiaries or account
handler (other case for costing purposes, etc.)
d) Upon receipt of death claim check, examine the check for accuracy.
e) Release the check to account handler to forward it to the account or beneficiary.
f) The quit claim and voucher must be returned to the insurance handler with the signature of the beneficiary/ies.
g) To file all documents of the deceased member M the quit claim and voucher signed by the beneficiary/ies for future reference.
- Ensure that all members are properly endorsed to HMI's insurers for their assigned
coverage.
- Payment to our the insurers are made in the correct amount and per agreed timetable.
- Transmit all required claims documents to the insurers as soon as possible, and release the claims checks to the beneficiaries.
- III. COMPETENCIES REQUIRED (Core Competencies)
- High degree of professionalism
- Can interact well with co-employees and members/beneficiaries
- IV. BASIC QUALIFICATIONS
- A graduate of any college course with 2 years office work experience
- Above average oral and written communication skills
- Well versed in MS Office (Word and Excel)
Job Types: Full-time, Permanent, Fresh graduate
Benefits: - Additional leave
Health insurance Opportunities for promotion
Promotion to permanent employee
Schedule: Monday to Friday
Supplemental Pay:
Application Question(s):
- What is your expected salary for the position you are applying for
Education:
Experience:
* Marketing: 1 year (Preferred)
