Job Opportunities API

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed. We make it easy for clients to do business with Pru Life UK and nurture loyalty in them. Interact with customers to provide information in response to inquiries about products and services, handle and resolve complaints and in charge of the administrative functions at the Customer Center. Provides Excellent Customer Service in all Customer Centers nationwide by: • Championing the promotion of digital initiatives at the customer center. • Efficient handling of feedback given by the customers, including detractors from the NPS Survey. • Accurate handling of business transactions such as pre-screening of new business transactions, posting of daily collections, processing of after sales transactions and tagging of provisional receipts. • Providing support in the regular quality review of transactions and new initiatives • Providing documentation and enhancement of processes, guidelines and procedure through active participation in LO projects. • Providing support on user acceptance testing on new system or initiatives. • Writing Jira story for user requirements 1 , Inquiry Management • Guide s   policyholders in the ease of enrollment and use of customer portal • Receive s   and   respond   to inquiries and requests from customers   over-the-counter   or via email or phone at first contact. • Log s , refer, provide   recommendation   and coordinate   possible resolution   of complex complaints to back-end office if beyond the work scope,   signing   and functional authority of the branch • Resolves product or service problems by clarifying the customer complaint   determining   the cause of the problem,   selecting   and explaining the best solution to solve the problem,   expediting   correction or adjustment following up to ensure resolution • Recommends resolution including preventive measures that could be implemented to ensure next issue avoidance and   identify   possible improvement   opportunities based on the feedback from customers . 2 . New   Business   R elated   Transactions • Conducts end of day reconciliation of New Business Transactions. • Coordinate s   with PRU One   team   any issues and concerns raised by the agent . 3 . After Sales Services • Conducts end-of-day reconciliation of After Sales Transactions. • Receive s ,   pre-screen s   and process   all after-sales   transactions. • Ensure s   accuracy   and   completeness of the applications   in accordance   with   the Company’s after-sales guidelines. • Compute s   reinstatement, loanable amount, premium rate,   dividends   and loan interest of the Policy • Provide s   quotations on Premium Holiday, Self-liquidating,   Fully-paid , etc. of the Policy • Prepare s   and sign loan repayment schedules, loan   statement , certification for visa purposes, and other letters in answer to inquiries, complaints and follow up. • Approve s   Non- financial   transaction   and financial   with disbursement   up to Php 80 ,000 and its dollar equivalent . • Approves   Certificate of Investment/Insurance up to 2M. • Prepare s   Transmittal   Report and coordinate dispatch of transactions/documents to Head Office. 4 . Financial related Transactions • Facilit ates   end of day   reconciliation of   branch collections, petty   cash   and change   funds. E nsure that there is no   backlog   and collections are deposited on time. All red flag indicators   must be   immediately   addressed and reported. 5 . Office Administration and Support • Prepare monthly compliance monitoring, fraud, loss, information security, large   cash   and gifts & hospitality register/reports; ensure compliance of AMLA requirements and   submit   all AMLA-related report to the Compliance Officer, as necessary • Secure business permit renewal and coordinate to Finance   team   the BIR registration of the branch, as needed. • Distribute incoming mail from the Head Office for circulation to the Agency Force • Prepare supplies requisition (printed forms,   office   and cleaning supplies, etc.) of the branch; control and monitor office supplies budget and expenses of the branch • Coordinate janitorial and   messengerial   services of the branch • Coordinate any facilities-related concern to CAM • Conduct annual inventory and   maintain   a database of the Company’s fixed assets at the branch • Provide support to the Marketing Services Group during agency training seminars • Other customer   service related   duties as assigned (e.g. cross function audit) 6. Persistency and Customer Retention • Recommends other persistency and customer retention activities that will fit the needs of their specific areas and branch partners • Implements area-specific persistency and customer retention 7 .   Compliance • Ensure that all company policies, procedures,   programs   and instruction are carried out • Be   familiar   and understand Pru Life UK Compliance Standards. Must be fully aware of his/her responsibilities and competent to carry them out to the required standards. Must report all compliance matters openly and honestly to their Compliance Officer   in accordance with   the reporting requirements   operated   by the Compliance Officer. Must   operate   a process within his/her department to ensure that all relevant compliance matters are   identified   and reported. Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.