Intermediary Partners Assistant

• Responds to intermediary partners’ emails, calls, or texts (general inquiries and requests)
• Updates basic information of intermediary partners (email address, bank details, etc.)
• Updates databases, shared files, and monitoring log sheets
• Requests updating of website for the list of legitimate agents
• Assists in the facilitation of HMO renewal and enrollment for qualified agents
• Monitors HMO payment of enrolled agents
• Assists in the facilitation of agency production and plantilla review, and agency clean-up
• Sends reminders on agency production performance
• Helps in the facilitation of awarding of agency incentives

B. Duties and Responsibilities done at IRREGULAR or INTERMITTENT Intervals

• Approves social media sites of agents used for Maxicare business
• Facilitates data changes and responds to intermediary partner-related concerns
• Facilitates agency movement requests (transfers, promotions, resignations, and downgrades)
• Cascades advisories to intermediary partners
• Helps in the facilitation and implementation of agency initiatives and events

C. 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

A. SKILLS

1. EDUCATIONAL REQUIREMENT

MINIMUM educational level and background required by this POSITION: College graduate of 4, 5 year-course.

2. 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

3. SKILLS REQUIREMENT

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

B. RESPONSIBILITY

1. 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

2. 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.

3. 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.

4. 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

action, etc. Broad, Significant

C. EFFORT

1. PHYSICAL EFFORT

USUAL POSITION at work of this JOB considering energy needed and exerted to satisfactorily

perform the job 

Sitting, speaking and/or traveling are done in intervals, in combination or alternately.

2. MENTAL EFFORT

AMOUNT OF THINKING to analyze problems; develop and evaluate solutions to given problems

Standardized – Job encompasses SEVERAL areas; solution to the problem is READILY APPARENT

in differing situations requiring such for solutions within the area of learned things.