At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Manages overall logistical concerns of AIA PH Academy, including but not limited to the following: travel arrangements, training supplies, and event execution.
• Tracks and monitors the Academy’s budget ensuring proper use of resources, and that department’s spending is aligned with company’s expense policy.
• Prepares finance-related support including end-to-end ARIBA process.
• Ensures timely filing and payment of Academy-related third-party providers such as the Learning Management System (E-Learning) provider and industry-related vendors such as LIMRA and GAMA and keeps records of the third-party provider contracts.
• Coordinates important schedules for Academy such as Planning Sessions, General Assemblies, Quarterly Business Reviews, etc.
• Maintains physical & digital files in an organized manner.
• Manages, prepares, plans, and maintains the inventory of office supplies, equipment, and the like for the Academy.
• Ensure timely release of supplies and equipment whether new or replacements.
• Performs other duties that may be assigned by the supervisor from time to time.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

ROLES AND RESPONSIBILITIES:

• Conducts of agency meetings, leaders’ meetings, performance review meetings, business planning, career orientation programs, training programs, management programs, and planning sessions as required by the sector and agencies under the sector.
• Aids the agencies under the sector with the promotion and monitoring of sales and recruitment programs and campaigns.
• Undertakes recruitment activities to increase the number of leaders and agents.
• Ensures efficient delivery of services related to licensing, agency benefits, and agency relations in coordination with Agency Operations – Agency Services.
• Supports the Sales Management Team in the resolution of agency conflicts and agency-related issues.
• Execute Advisor Programs that directly contribute to achieving company goals, objectives and business targets
• Enable Agency Leaders to drive activation in their own agencies / units through ACE and Business Reviews
• Provide relevant feedback to other teams from day-to-day observations and feedback from the Agency
• Oversee overall agency operations of the sector through (1) agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates (2)  regular agency events, such as group and individual BOPs, as needed
• Facilitate orientations and coach agency on understanding and maximizing the Agency compensation scheme and career path
• Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap, and create activities and programs to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders.

MINIMUM JOB REQUIREMENTS

• Candidate must possess at least a Bachelor's/College Degree in Business Studies/Administration/Management, Economics, Marketing, Commerce, Mass Communications, Advertising/Media, Psychology or equivalent
• With at least 5 years’ work experience in sales – corporate or its equivalent, preferably handling a distribution channel
• Excellent oral and written communication skills with exceptional presentation and negotiation skills.
• Influencer, organized and resourceful
• Agile
• Technologically adept
• Leadership skills and an entrepreneurial mindset.
• Must be self-motivated and have strong work ethics
• Basic knowledge or experience in Social Media Marketing
• Basic knowledge in Data Analytics and Data Storytelling

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

POSITION DESCRIPTION

SENIOR MANAGER, COLLECTIONS & FINANCE OPERATIONS
Metro Manila, Philippines

Reports to: Retail Collections Manager, Vocus (Australia)
 

We’re an award-winning global outsourcer providing a suite of contact centre and back office services. We’re proud of our success as Australia’s largest outsourcer to the Philippines and as our Senior Manager, Collections & Finance Operations you’ll continue to drive success for our accounts through leading people and projects for the campaign whilst promoting continuous improvement in a high-performance culture.

A SNAPSHOT OF YOUR ROLE

• Oversight of call centre performance with key focus on collection targets and reducing delinquency on a receivables portfolio of over $50m
• Coaching and mentoring Team Leaders reporting to the role, with an emphasis on facilitating their development and their ability to generate improvements in team quality, efficiency and effectiveness
• Modelling and actively promoting a culture of innovation, challenging the status quo to ensure the business continues to grow and evolve
• Effectively leading the team with a collaborative approach that promotes team synergy and improves staff engagement
• Overseeing operational systems and processes, while actively seeking opportunities for innovation to drive achievement of business objectives
• Anticipating and tracking operational risks and trends to provide strategic solutions, optimising processes and their execution
• Raising and addressing issues and conflicts, removing barriers, resolving issues of medium complexity involving stakeholders and escalating to appropriate level when required
• Managing day to day operations within the Collections department, including recruitment, training, development, engagement, retention, performance of the team, and any changes to the operating model as required
• Effectively managing budgets and resource schedules
• Together with AU leadership, playing a significant role in long-term planning, project status reporting, and effectively driving change management and process improvement initiatives
• Completing reasonability testing and information validation prior to circulating findings and recommendations to key stakeholders
• Working closely with the management team to ensure all operational, administrative, and regulatory/compliance functions are being properly executed
• Seeking and responding to feedback with prompt and appropriate actions to deliver improvement
• Collaborating with team members and stakeholders to ensure seamless business execution, reinforcing positive morale, and upholding company values
• Overseeing and reporting weekly, monthly, quarterly, and annual metrics, providing thorough analysis and subsequent action planning
• Establishing and maintaining strong stakeholder relationships, and acting as point of contact for IT, BI, CC&OE, HR and other support functions

A BIT ABOUT YOU

• Strong leadership and influencing skills, with demonstrated experience in developing and leading high performing teams
• Minimum 5 years’ management experience, running a critical business function with multiple teams, products and operating requirements. Process transformation experience is required.
• Proactive, strategic thinker with an innovative approach
• Proven experience in effective coaching and development of emerging leaders
• Detail oriented and analytical, able to interpret data, identify trends, and make suggestions for improvements
• Methodical approach to problem-solving, with tenacity to work continuously toward a suitable solution
• Excellent decision-making skills, backed up with the ability to justify reasoning and take accountability for results
• Ability to work with confidential and time sensitive issues
• Ability to plan, organise, track and coordinate initiatives
• Must possess a professional, courteous, and resilient attitude
• Proven track record of meeting targets and delivering tangible outcomes
• Excellent interpersonal communication and organisational skills
• Ability to build productive business relationships with peers, direct reports and stakeholders.

WHAT SUCCESS LOOKS LIKE

• Individual and portfolio Key Performance Indicators at or above target
• Engaged and enthusiastic teams
• Reduced attrition and absenteeism
• Strong relationships within Acquire, with Vocus leadership and with other stakeholders
• Completion of initiatives within required timeframes
• Improved efficiency and effectiveness of team members
• Reduction in Telecommunications and Energy Ombudsman complaints

WHAT WE VALUE

We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

• Collaboration
• Impact
• Passion
• Transparency

Join the A-Team and experience the A-Life!

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Study and analyze customer interactions, provide insights and guidance on mapping the prescribed customer journey to deliver seamless experience that will translate into a holistic customer experience model for AIA Philippines, including BPI AIA.
• Collaborate with stakeholders in developing best customer value proposition for retention and increasing customer value and likewise enhance company-wide capabilities based on defined customer journeys
• Subject Matter Expert with oversight on customer journey mapping workshops, HCD / design thinking sessions, focus group discussions and other deep-dive consumer research.
• Design and develop research plans to better understand customer behavior in collaboration with Group Office, Customer Champions Tribe, Marketing and Segment heads, Distribution Channels and BPI AIA Partners, Operations Business Units.
• Oversee execution of enterprise research such as Customer Relationship Survey, NPS, CES, Real Time Customer Survey with Closed-Loop customer recovery management.
• Monitor and ensure completion of action items from insights generated from enterprise and key customer research relative to Customer Experience Governance. As part of CX governance, have an oversight on initiatives and solutions that will address customer or distribution pain points, as identified in existing customer research.
• Establish standard research request process and criteria for agency selection and optimize research budget to yield the most valuable customer insights to achieve business goals.
• Perform analysis from available external data such as public data, market sizing, historical research, competitive scan from various media to generate valuable consumer insights.
• Develop and maintain the Customer 360 Insights Group for crowd sourcing or voxpop research.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.

Job Description

The  Finance Analyst is responsible for delivering value to a dynamic and growth trajectory-based service business while delivering financial analysis and commentary to optimize business performance. This role involves a combination of strategic thinking, data analysis, and collaboration across different departments.

JOB DESCRIPTION:

• Monitor day-to-day spending and assess adherence to budgetary guidelines

• Analyze and control costs to optimize resource allocation and improve overall financial efficiency

• Assist in the implementation of budgetary controls and expense management policies

• Assist in financial planning processes related to planning, budgeting, forecasting, and customer profitability

• Collaborate with different departments to develop realistic and achievable expense budgets

• Assist in the preparation of yearly budget exercise and periodic update of financial forecasts

• Assist in monthly preparation of financial outlook with variance analysis to compare actual against budgeted

• Perform various business case analyses, as needed

• Perform periodic review of compliance with debt covenants

• Initiate, coordinate, and monitor improvements in financial processes, ensuring adherence to the highest standards and best practices

• Collaborate with cross-functional teams to gather accurate data information and implement cross-functional initiatives

• Other ad hoc functions or initiatives

QUALIFICATIONS:

• Bachelor's degree in a related field or equivalent experience.

• 3-4  years experience in Finance or equivalent practical experience with a focus on expense management and financial analysis

• Advanced excel skills (lookup & reference formulas, modeling, etc. Ability to quickly pull/consolidate data)

• Strong analytical and quantitative skills to interpret data

• Excellent communication and interpersonal skills with the ability to articulate financial concepts to non-finance business partners in a clear and concise manner, at all levels of the organization

• Ability to manage multiple tasks/projects and prioritize in a dynamic environment, to successful completion, and work within tight deadlines

• Provide ad hoc analytical support, responding to various requests from different departments, and perform special projects, as needed

• Ability to work independently and as part of a team.

• Strong project management skills to implement cross-functional initiatives

• Possesses an exceptional eye for detail and process improvement

• Ability to work under pressure.

Make Your Passion Part of Your Profession. Attracting the best and brightest Talents is pivotal to our success. If you are ready to share our purpose of Creating a Globe of Good, explore opportunities with us.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Conduct collections per contract and invoice terms by directly interfacing with customer and managing customer payment cycle.
• Identify and resolve discrepancies, issues, and disputes timely and within established policies and procedures.
• Monitor accounts receivable reports and update payment / remittance status information.
• Reconcile accounts receivable against payment and against customers’ accounts payable records.
• Review customer aging data to identify and select delinquent accounts for collection.
• Provide second tier support and research & review complex matters with customers.
• Minimize bad debt risk and maximize accounts receivable collections.
• Prepare weekly Collections Reports, track progress, and provide clarification in management reports.
• Work closely and coordinate with internal and external functional teams/ department functions such as Sales operations, AR maintenance, Legal, RMA, IT, Buyer, Client support, etc.
• Prepare and send customer statements/billings, invoices, etc.
• Provide collections input in Weekly Cash Forecast file in accordance with customer’s payment commitment or payment trend/behavior.
• Manage files, records, transactions, and other office procedures and maintain audit trail.
• Assist with key periodic (month end close, quarter close, yearend etc.) business activities.
• Interface with business partners with regards to process changes, upgrades, and enhancements
• Ensure targets, measurements and service levels are met.
• Supports Quarterly Revenue Recognition Test

Salary: P80,000 to P95,000 (Monthly Package)

Schedule: Monday – Friday (06:00 AM - 03:00 PM PH Time)

What are we looking for?

Skills Required:

• Bachelor's degree in Finance, Accounting, or related field; CPA or equivalent certification preferred.
• Proven experience (5+ years) in financial management, accounting, or related roles, preferably in a startup environment.
• Strong knowledge of accounting principles, financial regulations, and compliance requirements.
• Proficiency in financial software Xero and Microsoft Excel (or Google Sheets).
• Experience in preparing and submitting tax returns, with a solid understanding of tax laws and regulations.
• Excellent analytical skills with the ability to interpret financial data and generate actionable insights.

 Nice to Have:

• Effective communication and interpersonal skills, with the ability to collaborate cross-functionally and interface with external stakeholders.
• Detail-oriented with a commitment to accuracy and integrity in financial reporting and analysis.

What will you do?

• You will be responsible for overseeing financial processes, ensuring compliance with regulatory requirements, and providing strategic financial guidance to support the company's growth trajectory.
• Manage day-to-day financial operations, including accounts payable, accounts receivable, and general ledger activities.
• Record all financial transactions promptly and accurately in the appropriate accounting software.
• Generate customer invoices and track accounts receivable, following up on overdue payments as necessary.
• Monitor cash flow, budgeting, and forecasting to support strategic decision-making.
• Prepare and submit accurate and timely tax returns, including income tax, sales tax, and any other applicable taxes.
• Ensure compliance with local, state, and federal regulatory requirements related to financial reporting and taxation.
• Prepare financial analyses, performance metrics, and KPIs to evaluate business performance and identify areas for improvement.
• Generate ad-hoc financial reports and presentations for senior management and board meetings.

Join the awesome team and enjoy these benefits & perks:

• Hybrid work setup
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client --- Be part of an innovative team that is at the forefront of technology in the automotive industry. Work on projects that have a global impact and help shape the future of mobility. Fast moving team, with a lot of opportunity for professional growth and development.

#ConnectOS  #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Salary: P35,000 to P48,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

What will you do?

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find.
• Share the Game Plan with customers for review and e-signature.
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
• Facilitate application validation and final checks in Apply Online.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (Initially Office Based Training and will transition to Work from Home)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

To learn more about our awesome opportunities, visit connectos.co/careers

#ConnectOS #TeamConnectOS #ConnectOSCareers

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

MedCore Solutions, Bizforce's medical division is currently seeking a Dental Insurance Verifier to join our team. As a Dental Insurance Verifier, you will play a critical role in the dental insurance process by verifying insurance coverage and benefits for patients. You will be responsible for working closely with dental providers, insurance companies, and patients to ensure accurate and timely verification of insurance information.

At MedCore Solutions we prioritize efficiency, accuracy, and excellent customer service. We are looking for a detail-oriented and organized individual who is experienced in dental insurance verification and has a strong understanding of dental terminology and procedures.

Who We Are

MedCore Solutions (MCS) is a single source solution for Healthcare administration. MCS is an industry leader for medical billing, credentialing, scribing, insurance verification, compliance and virtual staffing.

We offer an expansive suite of administrative products and trainings to keep your practice and its employees safe and up to date with compliance and to avoid fines and litigation. Our online compliance center is quick and easy to use, and provides you with an extensive library of training courses, covering OSHA, HIPAA, Human Resources, Health Plan Management, Patient Safety and Regulations, Infection Control, and much more.

Responsibilities:

• Assist and handle incoming calls from members and/or providers
• Verify dental insurance coverage and benefits for patients (and a little of dental claims)
• Communicate with dental providers, insurance companies, and patients to gather necessary information
• Ensure accuracy and completeness of insurance verification
• Enter and update insurance information in the system
• Resolve any discrepancies or issues related to insurance coverage
• Provide excellent customer service to patients by addressing their insurance-related inquiries and concerns

• At least 3 years of experience in dental insurance verification (members and providers) in the US healthcare
• Strong understanding of dental terminology and procedures
• Knowledge of dental insurance plans and coverage
• Detail-oriented with excellent data entry skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficient in using dental insurance verification software/systems
• Amenable to work in a graveyard shift

Other details:

Start Date: TBD

Schedule: 8 hours shift Monday - Friday; Days off: Saturday and Sunday

Type of Work: Full-time

Location: Permanent Work from Home

Duration: Steady State

Training: At least 1-2 weeks

Our Commitment to delivering high-quality results for our clients and the only way to do that is ensuring a rewarding, respectful and productive experience for our employees. We hold the same values for both our customers and our employees.

Permanent Work From home

Permanent Weekends Off

Great Company Culture and No Micromanagement

Benefits

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES!!!

Position: 17118796314 - Finance Manager
Working Hours/Shift: M-F, Full-time, 40 hours a week; semi - flexible, overlap 09:00 AM - 01:00 PM UTC / 05:00 PM - 09:00 PM Philippine Standard Time
Salary Range: $ 900 - 1500 USD

Customer Relationship Management:

• Maintain and update customer databases.
• Monitor active customer accounts and interactions.
• Assist in analyzing customer feedback and usage data to enhance customer experience.

Financial Management:

• Oversee and manage invoicing and payment processes.
• Ensure accurate and timely financial reporting.
• Assist in budget preparation and monitoring.
• Liaise with accounting and finance teams for financial reconciliation and audits.

Operational Support:

• Coordinate and optimize internal operational processes.
• Assist in project management and ensure timely delivery of services.
• Support the preparation of operational reports and presentations.
• Manage and organize administrative tasks and company documentation.
  
  

Technical and Analytical Support:

• Leverage technical skills to optimize operational tools and software
• Conduct data analysis and provide insights for decision-making.

Collaboration and Communication:

• Collaborate effectively with team members across different departments.
• Communicate with external stakeholders, including customers and vendors.

Qualifications:

• At least 2 + years of experience as a Finance Manager;
• Experience working with a German client/company is a huge advantage
• Proficient with using ZOHO Accounting software
• Proficient with banking software is an advantage

Mission: This role provides strategic, analytical, and operational financial support to the CEO and leadership team. It is a highly impactful position responsible for driving financial performance, optimising profit margins, and shaping the future of the company. You will play a critical role in enabling strategic decision-making through data analysis, scenario planning, and trusted financial advice.

Key Responsibilities:

• Financial Analysis & Reporting:
  • Prepare monthly P&L reports and presentations for the leadership team.
  • Conduct weekly transactional analysis based on Salesforce data.
  • Analyse past performance, identify trends and perform variance analysis.
  • Develop and update monthly financial forecasts based on current business trajectory.
  • Analyse project financials to identify optimization opportunities.
  • Track key Sales KPIs and advise on service offerings and improvements quarterly.
• Strategic Support:
  • Participate in leadership meetings, presenting insights and recommendations.
  • Provide financial advice to enable the execution of business priorities and drive accountabilities.
  • Partner with the regional leadership team as a trusted financial advisor.
  • Develop and implement new financial processes and standards.
• Operational Efficiency:
  • Manage accounts receivable and implement effective debtor collection strategies.
  • Ensure accurate and timely generation & reconciliation of client invoicing.
  • Manage budgets, allocate and report on department budgets.
  • Process payroll, including superannuation lodgment.
  • Advise resourcing manager on project team allocation including hiring priorities

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Champion and drive Agency Activation and Productivity and works in collaboration with Home Office for Premier Advisor Development
• Enable Agency Leaders to drive activation in their own agencies / units through Sales Builder, and support Leader Development through Business Reviews
• Responsible for the execution of quality recruitment activities including Business Opportunity Programs and continuously partner with Agency Leaders to drive agency expansion
• Facilitate orientations and coach agencies on understanding and maximizing the Agency compensation scheme and career path
• Oversee agency operations of the sector such as agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates, and the like
• Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders. • Provide relevant feedback to other teams from day to day observations and feedback from the Agency
• Performing tasks that may be assigned by the supervisor from time to time

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Champion and drive Agency Activation and Productivity and works in collaboration with Home Office for Premier Advisor Development
• Enable Agency Leaders to drive activation in their own agencies / units through Sales Builder, and support Leader Development through Business Reviews
• Responsible for the execution of quality recruitment activities including Business Opportunity Programs and continuously partner with Agency Leaders to drive agency expansion
• Facilitate orientations and coach agencies on understanding and maximizing the Agency compensation scheme and career path
• Oversee agency operations of the sector such as agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates, and the like
• Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders.
• Provide relevant feedback to other teams from day to day observations and feedback from the Agency • Performing tasks that may be assigned by the supervisor from time to time

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

• Monitor, detect, assess, validate and report outliers found in the Market Conduct Monitoring Tool (MCMT) and Early Warning Signs (EWS) tool.
• Conduct a regular review on agency incentives and campaigns to identify issues and recommend improvements and/or implement mitigating controls.
• Spearhead the working group for the mystery shopping engagement.  Ensure completion of remediation action plans.
• Evaluate policy replacement transactions.
• Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other business requirements.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

• Develop and implement interventions to address gaps in the BQ Framework and correct negative sales practices.
• Design and execute long term action plans to promote quality and compliance culture in the agency.  Conduct quality health check in the agencies.
• Develop detailed work procedures/manuals, tools, training and communication plans that support BQ framework and MCG.
• Provide training and coaching to the agency on all matters relating to sales quality.  Conduct agency site visits to ensure sales quality practices are being implemented.  Obtain feedback to improve BQ framework implementation.
• Execute and monitor audit action items and risk management initiatives based on agreed deliverables and timelines.
• Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other business requirements.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Salary: P35,000 to P40,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM - 5:00 PM AEST)

What are we looking for?

Skills Required:

• A minimum of 2 years of experience in a customer-facing role, preferably in customer support, service, or help desk, and ideally within the financial industry.
• Prior experience in lending, particularly in a consumer-facing or phone-based capacity, with a preference for Australian mortgage lending.
• An exceptional communicator with outstanding customer service skills, strong interpersonal abilities, and excellent organizational skills. Proactive and solution-oriented mindset.

What will you do?

Inbound / Outbound Calls

• Ensures timely response to inbound calls.
• Efficiently resolves inquiries by addressing the root cause to meet customer needs.
• Initiates outbound calls as needed to address customer concerns.
• Adopts a "First Time Right" approach to resolve inquiries promptly whenever feasible.

Help Desk Ticket Management

• Supervise and oversee email and live chat communications.
• Handle a queue of support tickets with conflicting priorities.
• Investigate, address, or prioritize tickets using outbound calls, emails, or chats.
• Elevate tickets to the appropriate internal team or third-party partner with all relevant details when necessary.
• Keep customers informed about ongoing issues in a consistent and timely manner following SLAs.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (1x day/ month, Office-based)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Delivers advisor and leader training and development programs based on established company training path and guidelines.
• Monitors attendance, completion and governance of advisor and development programs based on established company training path.
• Monitors results of training programs based on previously agreed metrics, regularly updates and maintains training database, and submits reports to the Senior Manager.
• Provides feedback received from the field to the Senior Manager on how training requirements of the agency can be better served.
• Prepares monthly training schedule for the agencies in the assigned territory in coordination with region/territory Sales Management.
• Prepares the necessary training materials and logistics needed to deliver training programs.
• Performs other duties that may be assigned by the supervisor from time to time.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Delivers advisor and leader training and development programs based on established company training path and guidelines.
• Monitors attendance, completion and governance of advisor and development programs based on established company training path.
• Monitors results of training programs based on previously agreed metrics, regularly updates and maintains training database, and submits reports to the Senior Manager.
• Provides feedback received from the field to the Senior Manager on how training requirements of the agency can be better served.
• Prepares monthly training schedule for the agencies in the assigned territory in coordination with region/territory Sales Management.
• Prepares the necessary training materials and logistics needed to deliver training programs.
• Performs other duties that may be assigned by the supervisor from time to time.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Champion and drive Agency Activation and Productivity and works in collaboration with Home Office for Premier Advisor Development
• Enable Agency Leaders to drive activation in their own agencies / units through Sales Builder, and support Leader Development through Business Reviews
• Responsible for the execution of quality recruitment activities including Business Opportunity Programs and continuously partner with Agency Leaders to drive agency expansion
• Facilitate orientations and coach agencies on understanding and maximizing the Agency compensation scheme and career path
• Oversee agency operations of the sector such as agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates, and the like • Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders. • Provide relevant feedback to other teams from day to day observations and feedback from the Agency • Performing tasks that may be assigned by the supervisor from time to time

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Champion and drive Agency Activation and Productivity and works in collaboration with Home Office for Premier Advisor Development
• Enable Agency Leaders to drive activation in their own agencies / units through Sales Builder, and support Leader Development through Business Reviews
• Responsible for the execution of quality recruitment activities including Business Opportunity Programs and continuously partner with Agency Leaders to drive agency expansion
• Facilitate orientations and coach agencies on understanding and maximizing the Agency compensation scheme and career path
• Oversee agency operations of the sector such as agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates, and the like
• Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders.
• Provide relevant feedback to other teams from day to day observations and feedback from the Agency
• Performing tasks that may be assigned by the supervisor from time to time

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Position: Head of Finance

Work Hours (Client): Mondays to Fridays, 9 AM - 5 PM Eastern Time

Work Hours (PH): Mondays to Fridays, 10 PM to 7 AM Philippines Time

Pay Range: Upto - $4500/month

About the Company:

Since 2009 we have helped B2B software and technology clients dominate competitive industries in verticals including insurance, finance, legal, healthcare, logistics, shipping, manufacturing, network security, cloud computing, and investor relations

Our mission is to help experts to scale your B2B software or technology company at will with the perfect combination of demand generation strategy, content marketing, paid advertising, and SEO.

Duties and Responsibilities:

Daily Activities:

• Invoicing - Creating and amending client invoices
• Accounts receivable - Following up and staying on top of clients to ensure payments are collected in a timely fashion. The collections task also includes escalating delinquent accounts to the VP of Operations to ensure appropriate measures are taken.
• Accounts payable - Tracking and posting all vendor bills/invoices and the timely payments of the same as per the due dates of each bill.
• Bookkeeping - Day-to-day posting of all transactions and entries needed to ensure PBS's books are up to date and as clean as possible to facilitate real-time data of the company's operations.

Bi-Weekly Activities:

• Bonus calculations - Calculating bonuses earned by PBS team members and third-party businesses to ensure accurate payment amounts and timely payment of such amounts consistent with our payment policy and terms.
• Payroll - Running payroll bi-weekly.

Monthly Activities:

• Bank and credit card reconciliations - Completing reconciliations for all bank and credit card accounts in preparation of hand-off at Back Office Stars.
• Recording accruals - Posting accruals for payroll and contractors to ensure expenses related to revenue earned are properly recorded within their respective months.
• Depreciation postings - Completing monthly entries for depreciation expenses.
• Prepaids - Maintaining a prepaid expenses schedule.
• Reconciling clearing accounts - Ensuring all clearing accounts (Stripe CAD, Stripe USD, Plooto CAD, Plooto USD, Plooto EUR, Plooto GBP) are closed out at the end of each month.
• Liaising with Back Office Stars - Working to ensure the monthly report package is completed in a timely manner.
• Liaising with Smith & West (external CPA) - Ensuring Smith & West completes the HST remittance calculations to provide numbers to the CEO/VP Operations for filing and payment.
• Maintaining the Finance Dashboard - Updating the monthly SLT Finance Dashboard.

Annual Activities:

• Preparation of the year-end package - Working with Back Office Stars to prepare year-end for Smith & West to complete and file. This includes liaising with S&W to answer their queries and provide any necessary information.
• Preparation of tax slips and forms - Creating and distributing all employee's T4s and T2200s. Ensuring T4s are filed by CEO/S&W.

Ad Hoc Activities:

Preparation of custom/specialized reports - Creating reports as necessary to provide the data needed by the SLT to make informed decisions

CRA audits - Participate and support PBS's partners (Smith & West and Back Office Stars) in any audit conducted by the Canada Revenue Agency.

• Experience working with Quickbooks - (Intuit) for financial, accounting, and tax preparation. 
• 2+ years of proven experience as a Head of Finance or similar position.
• Proficient in the English language.
• Knowledgeable in Canadian Bookkeeping
• Familiarity with Wave
• The ability to work efficiently in a fast-paced financial environment and manage multiple tasks and deadlines.
• Strong analytical skills and attention to detail.
• Experience working with Invoiced.com for billing operations and Bill.com to create and pay bills, send invoices, manage expenses, control budgets, etc… is a plus. 
• Experience working with Wave to process payrolls.   

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Champion and drive Agency Activation and Productivity and works in collaboration with Home Office for Premier Advisor Development
• Enable Agency Leaders to drive activation in their own agencies / units through Sales Builder, and support Leader Development through Business Reviews
• Responsible for the execution of quality recruitment activities including Business Opportunity Programs and continuously partner with Agency Leaders to drive agency expansion
• Facilitate orientations and coach agencies on understanding and maximizing the Agency compensation scheme and career path
• Oversee agency operations of the sector such as agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates, and the like
• Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders.
• Provide relevant feedback to other teams from day to day observations and feedback from the Agency • Performing tasks that may be assigned by the supervisor from time to time.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Champion and drive Agency Activation and Productivity and works in collaboration with Home Office for Premier Advisor Development
• Enable Agency Leaders to drive activation in their own agencies / units through Sales Builder, and support Leader Development through Business Reviews
• Responsible for the execution of quality recruitment activities including Business Opportunity Programs and continuously partner with Agency Leaders to drive agency expansion
• Facilitate orientations and coach agencies on understanding and maximizing the Agency compensation scheme and career path
• Oversee agency operations of the sector such as agency team meetings to provide clear communication of company policies, sales incentives, campaign promotions, product marketing and performance updates, and the like
• Conduct orientations and coach agency on utilizing the Advisor and Leader training roadmap to influence agency leaders on developing advisors to become MDRTs and develop new agency leaders.
• Provide relevant feedback to other teams from day to day observations and feedback from the Agency • Performing tasks that may be assigned by the supervisor from time to time

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

As a Senior Finance Supervisor, will act as the focal person of all POS and inventory concerns in his area and manage the day-to-day activities of the region
 
ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Conduct reconciliation of customer point of sales and inventory against company records
• Track inventory on hand and sales and active review with customer to ensure accuracy of claimed rebates.
• Provide support and training to customers regarding the sales data and inventory report process.
• Validates deduction against claims.
• Analyze distributor disputes in line with POS and inventory variances.
• Helps perform necessary activities; prepare reports and documents for monthly and quarterly close.
• Manage files, records, transactions and other office procedures and maintain audit trail.
• Ensure targets, measurements and service levels are met.