Accreditation Assistant

Job Title: Intermediary Partners Assistant - Accreditation

Division: Operations

Department: Operations Back Office and Support Department

Reports to (Position of Immediate Superior): Intermediary Partners Operations Manager

Supervises (Positions of Subordinates): None

Primary Job Responsibility

• Responsible for the validation of correct and complete requirements submitted by the intermediary partner applicants
• Facilitates proper endorsement of applicants to the Training team
• Handles accurate decking to sales handlers and agency leaders
  
  

I. Job Description

• Duties and Responsibilities done at PERIODIC or REGULAR Intervals
• Responds to intermediary partner applicants inquiries and requests related to accreditation through email, call, or text
• Validates requirements submitted by intermediary partner applicants
• Informs and follows up lacking requirements, if any
• Endorses list of applicant trainees to the Training team
• Sends out reminders to applicant trainees about their training schedule
• Follows up the submission of signed Service Agreement
• Sends out congratulatory emails to newly coded intermediary partners
• Provides the agency kits upon payment of the accreditation fee and registration completion
• Duties and Responsibilities done at IRREGULAR or INTERMITTENT Intervals
• Filing of purchase request for collaterals that are below threshold
• Prepares Certificate of Accreditation
• 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.

• EXPERIENCE AND TRAINING
  
  

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
• Has good interpersonal skills
• Has good command of the English language
• Proficient in Microsoft Office and Google Applications
• Keen to details
• Team-player
• 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:

Specify Assets, Cash And Equipment Directly Accounted For

Laptop, Mobile Phone

• 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 the privilege of

knowing the contents of any documents; disclosure may have an APPRECIABLE EFFECT on

the company.

Records And Documents Directly Accounted For

• Agent Application
  
  

○ Application Form

○ ACA Form

○ TIN

○ Bank Account Number

• Broker/Corporate Agency/Merchant Application
  
  

○ Application Form

○ Financial Statement

○ Company Profile

○ BIR COR

○ Articles of Incorporation

○ By-Laws

○ SEC Registration

• NEED FOR SUPERVISION
  
  

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 establishment procedures generally; refer only unusual cases to superior.
• CONTACTS – INTERNAL AND EXTERNAL
  
  

EXTENT the work required 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

• Broad, Significant