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Location: Makati
Department: Sales Distribution

Main Responsibilities

1. Sells GP Group Life Insurance thru partner brokers

• Introduce Generali capabilities, existing and new product to new and to be developed brokers
• Converts prospects into clients
• Monitors the performance of assigned accounts

2. Provides clients support

• Provides efficient client services by working closely with Group Life Operations and other support units

3. Builds and manages relationship with clients and partner brokers

• Builds productive business relationship with clients through delivery of quality service
• Delivers on the promise
• Responds to broker’s concerns and queries on time

4. Performs administrative functions

• Prepares accurate and timely reports as required

5. Undertakes other tasks that may be reasonably expected of the role and as may be necessary to achieve the Company’s goals

Qualifications

Education: University graduate with a degree preferably in any business related course
Experience: At least three (3) to five (5) years of sales work experience

Location: Cebu
Department: Operations

Responsibility

1. Claims Processing 

• Checks availability and accuracy of claims details in MAS 
• Makes necessary corrections of claims details  
• Verifies unlisted claims in MAS with biller and Alarm Center 
• Processes and analyze claims using the prescribed process and based on existing policy contract and guidelines 
• Prepares transmittal of claims for payment 
• Approves payment for claims within the authority limit 
• Recommends approval of claims payment beyond authority limit 
• Reconcile claims with providers/accounts 

2. User Analysis and Testing (UAT) 

• Conduct UAT of system enhancements 
• Provide analysis and findings on the UAT done  
• Coordinate with ITG on the findings 

3. Customer Service 

• Answer inquiries via email or phone regarding status of claims or overdue payments within set turn-around time 
• Documentation of medical claims disputes or complaints 
• Resolution or escalation of claims disputes or complaints within the TAT 
• Coordination with sales and other work units on claims or non-claims related customer concerns received via email or phone

4. Account Reconciliation

• Reconciles statement of account (SOA) sent by providers 
• Coordinate with concerned departments on the items subject of reconciliation 
• Coordinate with the provider contact person to discuss issues or requests 
• Release of reconciled account within SLA 

Qualifications

Education: College graduate with a degree in any medical or business-related discipline
Experience: At least two (2) years experience in medical or life claims processing
License/Certification: Preferably passed Life Office Management Association (LOMA) course

Job Scope / Position Summary Purpose of this Role:

This position is mainly responsible for providing sound and accurate pricing of group insurance products both for new and renewing corporate businesses.

Main Responsibility

Computation of new and renewal quotations

• Immediate feedback on completeness of information required for quotations 
• Reviews the history of group accounts (new and existing/renewal businesses) for quotations
• Provides reasonable and accurate quotations 
• Releases intiial new business quotation to Group Sales within the following target Turn-around –time (TAT): o Group Life – 2 days from submission of complete documents o Group Hospitalization – 3 days from submission of complete documents 
• Releases initial renewal business quotations to Group Sales at least 90 days from renewal of the account
• Releases revision of new business & renewal business quotations within the following Turn-around-time (TAT):
  • Group Life – 1 day from submission of complete documents
  • Group Hospitalization – 2 days from submission of complete documents

Analysis and review of utilization experience of Renewing group accounts for Renewal purposes and Experience Refund computation

• Provides feedback to concerned departments with regard to accuracy of utilization experience
• Prepares the Claims Analysis to be forwarded to Sales Department 
• Recommends further analysis for accounts with high utilization experience 
• Address queries and/or concerns of internal and/or external customers

Download billed premiums and Medical Claims of existing businesses from MAS, for purposes of quotations

• Sorts billed premiums per account per specific coverage period 
• Compares consistency of billed premiums with estimated computed annual premiums
• Provides feedback to concerned departments with regard to accuracy and consistency of information downloaded 
• Supports in addressing queries and/or concerns of internal and/or external customers

Other tasks/projects that may be assigned from time to time

Qualification and Experience Requirement

Education: University graduate preferably with a degree in actuarial science, mathematics, statistics, or with other math-related courses. 

Experience: • Preferably with work experience in Group insurance pricing is an advantage • Fresh graduates are also encouraged to apply

Job Scope / Position Summary

Purpose of this Role:

• Provides sales administrative support to the Chief Distribution Officer and other Sales Team Leaders
• Prepares regular and adhoc sales management reports for use by Chief Distribution Officer and other Sales Team Leaders for submission to company management and GARO
• Prepares sales expense budgets and monitors actual expenses against budget

Main Responsibility

1. Preparation of Sales Management Reports
   – users of these reports are Company Management, Chief Distribution Officer (CDO) and Sales Team Leaders (STLs)
2. Coordination with STLs in the preparation of Sales Expense Budgets and GWP Budgets for approval of CDO
3. Monitoring of Actual expenses vs Budget
4. Logistical Arrangements for meetings and business trips of CDO and STLs
5. Preparation of Minutes of Meetings among CDO, STLs and other functional units and monitoring of deliverables
6. Participation in Projects sponsored by CDO
7. Handling of Inquiries regarding Products and Services received from IVRS
8. Other functions which may be assigned by the CDO from time to time.

Qualification and Experience Requirement

Education: University graduate with a degree preferably in any business-related course

Experience: At two (2) years of sales/administrative work experience

Job Scope / Position Summary

Purpose of this Role:

1. Processing and/or review of disbursement transactions 
2. Recording of general accounting transactions in the General Ledger 
3. Preparation of 2307 forms related to payment to suppliers and medical providers 
4. Preparation of assigned Bank and GL/SL Reconciliations 
5. Review and analysis or group Receivable, Premiums on Deposit  
6. Preparation of management, statutory and ad-hoc reports  
7. Compliance with tax filing and payment requirements  
8. Gathering and preparation of audit-related requirements – external, internal and regulatory audits 
9. Contribute to/involvement in automation and process improvement initiatives of the dept 
10. Perform other tasks that the superior/s may assign from time to time

Main Responsibility

1. Accounting & Bookkeeping 
   • Compliance with pertinent accounting policies, procedures, and forms 
   • Maintain the books of accounts in accordance with accounting policies and standards 
   • Ensure prompt reconciliation of bank accounts and other accounts under the responsibility of Finance dept 
   • Ensure that suspense accounts cleared within policies and standards 
   • Monitor receivables and payables accounts and ensure that long outstanding accounts are resolved 
   • Review transactions and ensure that these are promptly and accurately recorded in the books. 
   • Review and process payments within standard turn-around time 
   • Monitor general and administrative expense budgets, ensuring that transactions processed are budgeted and within budget amounts.  Generate variance reports for department heads to monitor their actual against budgets and provide advices whenever necessary.
2. Government and Regulatory Compliance Group 
   • Prepare or review and ensure timely and accurate submission of all returns, report and tax certificates required by the Bureau of Internal Revenue (BIR) 
   • Prepare, review and ensure timely submission of reports as may be required by the Insurance Commission, SEC and other government agencies, as applicable 
   • Review and ensure prompt payments of taxes, licenses, fees and permits 
   • Ensure the annual registration of books and the annual payments of business permits and related local government fees 
   • Coordinate with BIR, Insurance Commission, local government and other government agencies as may be required 

Qualification and Experience Requirement

Education: University graduate with a degree in Accountancy or Business courses major in Accounting   

Experience: Three years or more of experience in generalist accounting or finance, with two years on supervisory position

License/Certifications: Certified Public Accountant

Job Scope / Position Summary

Part of the Compliance Function of the Generali Group which is composed of the Group Compliance Function based in Milan, International Compliance function and at Asia regional-level by the Regional Compliance Function based in Hong Kong. 

Responsibilities:

• Provide assistance to the Chief Compliance Officer who is also the Anti-Money Laundering (AML) 2 Officer and the Data Privacy Officer (DPO) 
• Monitor internal and external regulatory updates 
• Perform compliance risk identification, assessment, advising on the identification of mitigation actions and support on the identification on potential remedial actions 
• Perform second level controls (Compliance Testing) 
• Ensure the implementation of the Compliance Operating Model in line with the Compliance Management System Policy 
• Provide training and support on compliance related topics to staff and management in line with the Annual Plan – Ensure implementation of the Group Compliance policies in the entity
• Maintain the relationship with the Insurance Authority and ensure requirements are met

Reporting line: Direct reporting to the Chief Compliance Officer of GLAPI

Main Responsibilities

Monitoring and Reporting

• Monitor compliance with the applicable regulations
•  Monitor implementation of the Annual Plans
•  Monitor the adoption of all applicable Group Compliance policies 
•  Provide support on specific projects such as distribution partnership, due diligences, different business projects, and/or others 
•  Gather needed information required to be reported to the relevant authorities 
•  Prepare reports to be submitted to Group/International/Regional Compliance on material compliance risks and the main key compliance indicators: regulatory inspections, potential fines, main regulatory changes and allegations reported 
•  Prepare reports on management of related parties transactions 

 Testing and Assessment

• Evaluate inherent and residual compliance risks to which the Company is exposed by using the given Group methodology 
• Identifying risks, performing risks assessments, support and advising on the identification of targeted mitigation actions or potential remedial actions; timely report the results to the Regional Office and to the local management 
• Perform second level controls in line with the Annual Plan of Activities 

Training 

• Undergo adequate trainings in line with the Annual Plan of Activities
• Coordinate with the Human Capital Department for the implementation of compliance training plans for staff and/or distribution network 
• Update the materials and deliver the risk-related trainings as well as code Ensure adequate compliance skills are available to GLAPI 3 of conduct & ethics related trainings or awareness initiatives in line with the Annual Plan of Activities 

Qualification and Experience Requirement

Education: A relevant degree in law or accounting or economics or engineering or risk management

Experience: Minimum 2-3 years of experience in compliance or risk functions in the financial market (bank or insurance companies; insurance is preferred)