Job Title: Dedicated Handlers Supervisor
Division: Operations
Department: Account Services
Reports to (Position of Immediate Superior): Manager, Account Services
Primary Job Responsibility
Accountable for providing support to the Direct Clients, Brokers and Agents.
Supervises Both Processes And People
- Process responsibilities include activities such as:
- Work Unit Planning and Implementation
- Task Assignment and Scheduling
- Budget Allocation and Control
- Problem-solving and Decision-making
- Monitoring and Evaluating Results
- Escalating issues and/or risks
- People responsibilities include activities such as:
- Developing Team and Individual Skills and Capabilities
- Mentoring, Coaching and Job-shadowing
- Engaging and Motivating employees
- Rating Performance Reviews
- Monitoring and providing feedback on day-to-day performance
- Counseling and carrying out Disciplinary Activity
I. Job Description
- Duties and Responsibilities done at PERIODIC or REGULAR Intervals
- Reviews, monitors and ensures completeness and timely update on Membership movements and timely response to Clients’ requests
- Plans, monitors and evaluates Team performance in adherence to the turn-around-time (TAT) ensuring Client satisfaction
- Collates data, analyzes and validates accuracy and completeness of the required reports prepared by Staff before endorsement to Immediate Superior or requesting parties
- Reviews and ensures all submitted reports are quality compliant
- Plans, monitors, and evaluates Team’s performance in achieving target, KRAs and KPIs. Ensure timely implementation of performance feedback
- Reviews and endorses for approval of Immediate Superior the Leave of Absence applications, overtime, cash-related transactions, and business correspondences
- Screens assess and processes availment cases based on procedures and benefit applications and guidelines.
- Screens, validates and asses escalated cases of member availments based on the set approval limits and guidelines.
- Escalate granting of approvals beyond his authorized limit.
- Duties and Responsibilities done at IRREGULAR or INTERMITTENT Intervals
- Provides administrative support in the implementation of the Account Retention Program and activities in collaboration with the Sale team and other support group/internal teams.
- Collaborates with Sales Team during Client visits to address concerns for maintenance and strengthening of Client relationship
- Reviews, analyzes and recommends options to Immediate Superior in addressing operational issues
- Reviews and elevates critical concerns, cases and special requests to Immediate Superior for disposition; responds to inquiries and concerns of Clients
- Monitors and reviews performance, trains and coaches Staff on Sales-related functions
- STANDARD RESPONSIBILITY STATEMENTS
✓ Strives to embody, commits to support and deliver the quality policy, objectives and initiatives of the organization;
✓ Communicates, engages, directs and supports people to contribute to the QMS effectiveness;
✓ Demonstrates commitment to customers by ensuring applicable statutory and regulatory requirements are determined, understood and consistently met;
✓ Abides by the QMS policies and procedures for the effective management and control of its processes; and
✓ Promotes and utilizes the Process Approach and Risk-based Thinking at work
✓ Performs other RELATED functions that may be assigned BY THE IMMEDIATE SUPERIOR
II. JOB SPECIFICATIONS
- SKILLS
- EDUCATIONAL REQUIREMENT
MINIMUM Educational Level And Background Required By This POSITION
College Graduate of 4, 5 year-course, preferably: Business or Any 4 year course
PERIOD OF TIME OR LENGTH of related experience the CANDIDATE must acquire before being
assigned to and perform the functions of this job, SATISFACTORILY under NORMAL supervision:
One year - Less than 3 years
- SKILLS REQUIREMENT – TECHNICAL (For Tech and Business Support, Supervisory and Professional)
Skilled or specialized: proficiency is gained thru wide experience in a SPECIALIZED or
TECHNICAL area
- RESPONSIBILITY
- ACCOUNTABILITY – ASSETS, CASH, EQUIPMENT
Value or worth of company assets (cash, checks, financial instruments, investments, tools,
materials, machinery, equipment, and supplies) this POSITION is accountable for: Small below P500, 000
SPECIFY ASSETS, CASH AND EQUIPMENT DIRECTLY ACCOUNTED FOR: Laptop, Mobile Phone, Cash
- ACCOUNTABILITY – RECORDS AND DOCUMENTS
Level of CONFIDENTIALITY AND IMPORTANCE of the information, records, reports, and
documents prepared, maintained, has access to, and handled by this POSITION
Critical, Operational - Only identified and selected individuals are given privilege of knowing
contents of any documents; disclosure may have an APPRECIABLE EFFECT on the company
RECORDS AND DOCUMENTS DIRECTLY ACCOUNTED FOR: Shared Documents
EXTENT of work supervised or managed by the Immediate Superior, whether the job is limited or
diversified; quantify range of activities, VARIETY of tasks to be carried out, and the DIVERSITY of
the problem to be solved
Follows established procedures generally; refer only unusual cases to superior
Number of subordinates this POSITION DIRECTLY supervise 1 to 3 subordinates
- CONTACTS – INTERNAL AND EXTERNAL
EXTENT the work requires in making personal contacts inside and outside of the organization,
level of importance of contacts; FREQUENCY they are made; LEVEL OR DEGREE they involve
exchanging information, dealing with people, exerting influence, persuading them to take
action, etc. Localized, Routine