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 Placement and Booking Processor / Processing Officer is primarily responsible for the timely and accurate submission of Placing Instruction to insurers and booking accounts based on the request submitted by Marketing and ensuring that day-to-day transaction processes conforms to the prescribed guidelines, procedures, manual of operations and issued memorandum.

Key Responsibilities

• Process the placement request from the Marketing Accont Officers following the approved guidelines and procedures.


• Conduct follow-ups through email/phone on the policies and endorsements from Insurers based on the submitted Placement Slip.


• Book the account and updates the Placement and Booking Monitoring file regularly including policy delivery.


• Notify the Placement and Booking TL of any undelivered policies beyond the agreed turn-around-time with insurer.


• Notify the Placement and Booking TL and secures disposition and resolution from Technical Support Unit (TSU) if applicable or Marketing Account Officer and Team Leader on undelivered insurance policies due to discrepancies or additional required documents for submission.


• Participate in User Acceptance Testing (UAT)

Qualifications

• Bachelor's Degree Holder / Graduate of any four-year or five-year course


• Has at least 2 - 3 years experience in an insurance or insurance brokerage operations role


• Proficient in working in Microsoft Excel or Libre Office 


• Detail-oriented and has strong interpersonal relationship skills to ensure efficient working relationship with partners or stakeholders


• Must be willing to be assigned in Angeles City, Pampanga

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: 30981