This role will primarily support the completion of month-end activities by preparing, analyzing, and reporting simple financial transactions and information.

• Ensure timely and accurate completion of journal entries, month end activities, and reports.
• Perform Zerorized AP entries to create vouchers for project codes.
• Create accruals and prepayments schedules.
• Generate system generated to support the month end activities.
• Assist with investigations concerning about financial transactions affecting the general ledger.
• Analyzes reports for trends, variances and movements
• May assist in audit-related requirements.
• Escalate and analyze identified issues and concerns to the Team Lead for timely resolution.
• Maintain the SOP/DTP of current processes and incorporate documentation updates as required.
• Perform simple but varied tasks in compliance with service level agreement, process, policies, and procedures.
• Assess identified issues and collate documentation to assist in investigating and in resolving common and recurring issues.
• Support selected simple process improvement initiatives to streamline processes.

As a General Ledger Accountant, you will handle and manage the full set of books, ensure timely accounting closing and management reporting. 

You will be expected to do:  

1. Bank Statement Management 

• Perform daily bank statement download, analyze transactions and create journal entries for bank allocation 

• Perform weekly and monthly bank reconciliation 

1. Fixed Assets Management 

• Responsible for fixed assets creation and modification 

• Execute month end depreciation 

• Perform reconciliation between asset module and general ledger 

1. Intercompany Management 

• Prepare monthly Intercompany Reconciliations and data analysis 

• Send out Intercompany confirmation forms to affiliates 

1. Accruals and Prepayments 

• Run memorized entries for existing Prepayments and Accruals 

• Identify and analyze transactions to be appropriately posted as Accruals and Prepayments 

1. Supports Closing and Reporting activities and perform accounting procedures related to Banking, Intercompany, Fixed Assets, Accruals and Prepayments. 

2. Posting of month end journals entries and requests 

3. Perform monthly balance sheet reconciliations and propose adjusting entities, if any. 

1. Provide audit supports and answer audit queries pertaining to processes handled 

1. Ensure implementation and compliance with general accounting, audit and internal requirements 

You may also be asked to:  

• Assist the General Ledger Leads and Manager on daily and ad hoc assignments 

The General Accounting Associate will be in charge of:

• The monthly closing of the books of accounts
• Adjustments/Corrections for all accounts
• Accruals recording
• Bank Reconciliation
• Preparation of financial statements per store level
• Tax reconciliation
• Accounts Reconciliation
• AP and AR Aging and reconciliation
• Preparing the working papers and schedules for every account monthly
• Assisting the External Auditors in conducting their Audit

Your responsibilities will be, but not limited to:

• Leads and oversees the group monthly close and global consolidation of actuals, ensuring complete and accurate financial in accordance with International Financial Reporting Standards (IFRS). 
• Manages and reviews close activities including journal entries and account reconciliation. 
• Leads and reviews monthly consolidation and financial reporting, including investigation and clearing of intercompany balances, closing and consolidation errors. 
• Overall accountable in the compilation of the consolidated balance sheet, income statement, statement of cash flows and other executive reporting requirements.
• Responsible in the review, analysis and presentation of the Group Cashflow and Working Capital to the CFO and the submission of the corresponding BOD slides.
• Leads the submission of the Financials required in the Group Audit and the compilation of all the audit requirements associated with the FS.
• Works with cross functional teams in addressing challenges, issues, and risks in the closing process to ensure timely and accurate books closing.
• Leads the debrief meeting to discuss closing issues with respective teams with the objective of keeping the best practices and improving on and addressing the gaps.
• Overall accountable in the tracking and monitoring of the GL and Consolidation KPIs and the presentation to the Group Finance Director and CFO
• Provides guidance to all subsidiaries to ensure consistency in consolidated financial reporting and applications. 
• Leads the balance sheet justification to ensure accurate and complete representation of the financial position of the company’s consolidated balance sheet. 
• Drives process improvements and assists with system transformation projects.

Your tasks

• Serve as first point of contact for visitors and as reception for guests with focus on hospitality and operational excellence.
• Work alongside the Office Manager in providing entire office administration functions
• Monitor office supplies, place supply orders when necessary
• Monitor and log office expenses and costs
• Manage relationship with the external vendors, including timely payments
• Work with building management and service providers to ensure adequate maintenance of office premises and timely servicing and repair of all office equipment.
• Partner with HR and IT in onboarding and off-boarding process for new hires and exiting employees.
• Assist in organizing social engagements and team events
• Liaise with travel management companies to coordinate travel arrangements and hotel reservations for international trips of our staff and help with logistics for global management visitors
• Other ad hoc administrative duties as assigned

WHAT IS YOUR ROLE

As the Team Captain, you are responsible for the day-to-day management of your team. You will serve as a point of escalation for issues outside the authority of an agent, as well as coordinate with clients from time to time. You will also be working with the Service Delivery Manager and the People Team to identify growth and development opportunities for the team members.

WHAT WILL YOU DO

People Development

• Identify growth and development opportunities for team members to enable career progression and self-development
• Monitor and assess team members’ performance, and provide timely feedback through regular coaching through the Employee Discussion Log and Quarterly Performance Appraisals
• Helps in culture building particularly in embracing our Core Values and exemplifying what a Boldr leader should be

Team Management

• Monitor attendance and people concerns of all team members, coordinating closely with the HR Team for disciplinary cases

• Ensure that team members are properly trained and working consistently to meet client needs
• Ensure that the team meets company and client-specific KPI targets through product/service training

Internal Coordination

• Work with the People Team to make recommendations for their team member’s career advancement based on their personal aspirations and learning needs
• Relay consistent issues to Service Delivery Manager in a timely and efficient manner

External Communications

• Be familiar with the client’s key contacts, unique requirements, and operating processes
• Demonstrate mastery on the company and client’s offerings (i.e. its product and services)
• Understand, investigate, and solve any complex client requests or complaints
• Identify opportunities for continuous improvement and scaling growth, in coordination with the Service Delivery Manager

YOU HAVE…

• Bachelor's/College degree in a relevant discipline you’re passionate about!
• Three years of supervisory experience in a related field
• At least 1 year of BPO (Customer Service or Sales) experience 
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications 
• Excellent verbal and written communication skills
• An ability to understand and communicate complex ideas to clients
• Aptitude to quickly learn and navigate new technology, systems, and applications
• Ability to accept feedback gracefully and with an open mind
• Customer orientation and ability to adapt/respond to customers with diverse backgrounds

• Law Benefits
• Private Health Insurance
• Paid Time Off
• Training
• Life insurance
• Mental Health Support
• Learning and Development Programs

This role will primarily support the completion of month-end activities by preparing, analyzing, and reporting moderately complex financial transactions and information.

• Ensure timely and accurate completion of journal entries, month end activities, and reports.

• Perform and review Zerorized AP entries to create vouchers for project codes.

• Create and review accruals and prepayments schedule.

• Review system generated reports to support the month end activities.

• Analyzes reports for trends, variances, and movements

• Conduct data gathering and investigation about financial transactions affecting the general ledger

• Provide information and supporting documentation required by audit queries

• Escalate issues and recommend resolutions to the Team Lead for timely. May support junior members of the team in addressing routine issues within the assigned processes.

• Maintain the SOP/DTP of current processes and incorporate documentation updates as required.

• Perform moderately complex tasks in compliance with service level agreement, process, policies, and procedures.

• Propose alternatives in identified issues and assist in investigating and in resolving common and unusual issues.

• Contribute in various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity.

• Participate in audit-related activities.

• Contribute specialized expertise to different assigned projects and may provide key updates to Team Lead and Manage

As a General Accountant you will be primarily responsible to prepare balance sheet, profit and loss statements and other financial reports. Responsibilities also include analyzing trends, costs, revenues, fncial commitments, and obligations incurred to predict future revenues and expenses. The General Accountant is responsible to report the Company's finances to the management and offers suggestions about resource utilization, tax strategies and assumptions underlying budget forecasts. Equipped with enthusiasm and skills, you will:

• To provide a leadership role in all aspects of the company’s financial operations and to manage finance/accounting functions.
• Provide accurate and timely financial information and reports to facilitate the decision making process and ensure success of the corporation.
• Ensure adequate controls are in place, i.e. policies, procedures
• Provide monthly information and analysis for Strategic Management Team
• Provide monthly and quarterly reporting as required by bank, ensuring covenants are met
• Responsible for the annual budget process, provide monthly reviews, and implementing Business plans and other programs
• Provide analysis of cash flow, operating costs and variances
• Any other ad hoc duties as assigned

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

• Ensure accurate and timely delivery of required financial reports/ disclosure notes/ reporting templates under IFRS 17 reporting basis
• Handle booking of required adjustments, if any, for IFRS 17 reporting purposes
• Prepare supporting balance sheet reconciliations for IFRS 17 accounts
• Monitor financial performance and perform analysis of net profits in comparison to plan, latest forecast, and prior period
• Prepare annual budgeting and monthly forecasting for IFRS 17 net profits
• Handle reporting to management of the financial health and provide insights to improve performance and identify trends and potential problems that may affect the company’s financial health
• Ensure appropriate internal controls over financial reporting processes under IFRS 17 reporting basis and provide the required quarterly sign-off on the Financial Controls Self Assessment (FCSA) checklist
• Continually assess the IFRS 17 financial reporting processes to improve efficiency and reduce risk, as well as lead the team in implementing the approved enhancements of processes and controls.
• Contribute to the design and implementation of a highly effective IFRS 17 Education Training program for different stakeholders.
• Handle booking of semi-annual adjustments and requirements for other group reporting requirements
• Communicate professionally and effectively with other teams to ensure that financial reports and analysis are accurate, and any issues are resolved on a timely manner.
• Perform other responsibilities and duties as may be assigned by the immediate manager to meet operational and other 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

• Manage the financial reporting processes under IFRS 17 reporting basis
• Ensure accurate and timely delivery of required financial reports/ disclosure notes/ reporting templates under IFRS 17 reporting basis
• Handle booking of required adjustments, if any, for IFRS 17 reporting purposes
• Monitor financial performance and perform analysis of net profits in comparison to plan, latest forecast, and prior period
• Prepare annual budgeting and monthly forecasting for IFRS 17 net profits
• Handle reporting to management of the financial health and provide insights to improve performance and identify trends and potential problems that may affect the company’s financial health
• Ensure appropriate internal controls over financial reporting processes under IFRS 17 reporting basis and provide the required quarterly sign-off on the Financial Controls Self Assessment (FCSA) checklist
• Continually assess the IFRS 17 financial reporting processes to improve efficiency and reduce risk, as well as lead the team in implementing the approved enhancements of processes and controls.
• Communicate professionally and effectively with other teams to ensure that financial reports and analysis are accurate, and any issues are resolved on a timely manner.
• Perform other responsibilities and duties as may be assigned by the immediate manager to meet operational and other 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.

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

• Ensure accurate and timely delivery of required financial reports under statutory/ regulatory reporting basis and calculation of other local reporting KPIs
• Support the monthly and quarterly financial close activities and prepare required financial reports/ disclosure notes/ reporting templates
• Handle booking of required adjustments, if any, under statutory/ regulatory reporting basis
• Support the external audit process and audit conducted by Insurance Commission and timely resolve issues raised by auditors
• Monitor financial performance and perform analysis of net profits and other local reporting KPIs in comparison to plan, latest forecast, and prior period
• Handle reporting to management of the financial health and provide insights to improve performance and identify trends and potential problems that may affect the company’s financial health
• Ensure appropriate internal controls over financial reporting processes under statutory/ regulatory reporting basis and other related processes
• Continually assess the local financial reporting processes to improve efficiency and reduce risk, as well as lead/ support the team in implementing the approved enhancements of processes and controls.
• Support automation initiatives for local financial reporting related processes
• Communicate professionally and effectively with other teams to ensure that financial reports and analysis are accurate, and any issues are resolved on a timely manner
• Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/ or other 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

• Manage the financial reporting processes under statutory/ regulatory reporting basis
• Ensure accurate and timely delivery of required financial reports under statutory/ regulatory reporting basis and calculation of other local reporting KPIs
• Support the monthly and quarterly financial close activities and prepare required financial reports/ disclosure notes/ reporting templates
• Handle booking of required adjustments, if any, under statutory/ regulatory reporting basis
• Lead the external audit process and audit conducted by Insurance Commission and ensure timely resolution of issues raised by auditors
• Monitor financial performance and perform analysis of net profits and other local reporting KPIs in comparison to plan, latest forecast, and prior period
• Handle reporting to management of the financial health and provide insights to improve performance and identify trends and potential problems that may affect the company’s financial health
• Ensure appropriate internal controls over financial reporting processes under statutory/ regulatory reporting basis and other related processes
• Continually assess the local financial reporting processes to improve efficiency and reduce risk, as well as lead/ support the team in implementing the approved enhancements of processes and controls.
• Lead automation initiatives for local financial reporting related processes
• Communicate professionally and effectively with other teams to ensure that financial reports and analysis are accurate, and any issues are resolved on a timely manner
• Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/ or other 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.

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.

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.

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

As the Team Captain, you are responsible for the day-to-day management of your team. You will serve as a point of escalation for issues outside the authority of an agent. You will also be working with the Client Experience Manager as well as the People Manager to identify growth and development opportunities for the team members.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

People Management

● Identify growth and development opportunities for team members

● Monitor attendance and punctuality and other people issues of all team members and consistently escalate them to the HR department for proper disciplinary action as needed

Performance Quality Management

● Monitor and assess team members’ performance, and provide timely feedback through regular coaching as well as through Weekly and Monthly performance reviews.

● Ensure that team members are properly trained and working consistently to meet client needs.

● Ensure that the team meets company and client-specific KPI targets.

Logistics

● Ensure that team members and equipment needs are met to sustain service levels.

● Recommend/suggest relevant alternatives to the product or tool being used by the company.

Internal Coordination

● Work with the People Development Manager to make recommendations for their team member’s career path, and assist in making a comprehensive training plan for them.

● Relay consistent issues to Service Delivery Manager in a timely and efficient manner .

● Helps in culture building particularly in embracing our Core Values and practicing what a Boldr leader should be .

● Provide guidance to advisors and analysts to foster growth and development, best practices, and optimal morale in the organization.

External Communications

• Be familiar with the client’s key contacts, unique requirements, and operating processes Implement policies related to the Client’s products.
• Contribute to the ongoing development of customer support and success processes.
• Demonstrate mastery on the company and Client’s offerings (i.e. its product and services).
• Understand, investigate, and solve any complex client requests or complaints; particularly when multiple departments or teams are involved.

● Identify opportunities for continuous improvement and additional client value, discussing directly with the Client experience Manager.

WHAT WE’LL LIKE ABOUT YOU

YOU ARE…

● Curious and authentic, just like us! #beboldr

● Passionate about learning and developing relationships with clients

● Analytical and a problem solver

● Strong English Communicator - both written and oral

● Able to multitask and prioritize

● Adaptable to change and attentive to detail

● Able to work well in a team environment

● Able to reduce frustration on heated topics by listening and being solutions-oriented

● Fluent and articulate with strong writing and clear presentation abilities - persuasive but empathetic

● Able to handle conflict and pressure, to set priorities and abide by them, and to consistently maintain a positive client service image under difficult conditions

YOU HAVE…

• Three years of supervisory experience in a related field (especially email and chat support).
• A general understanding of content moderation.
• At least 2 years of college undergraduate.
• Intermediate knowledge of CRM systems (i.e. Zendesk, Salesforce IQ, Salesforce).
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications.
• Excellent verbal and written communication skills.
• An ability to understand and communicate complex ideas to customers, both verbally and in written form.
• Aptitude to quickly learn and navigate new technology, systems, and applications.
• Ability to accept feedback gracefully and with an open mind.

• Health Insurance
• Training & Development
• HMO on-day-one
• Paid Bereavement & Family Leave
• Maternity Leave
• Paternity Leave
• Paid Holidays
• Paid Vacation Leave
• Paid Sick Leave
• Solo/Single Parent Leave
• Special Leave Benefits for Women
• Mental Health Support

The GL Accountant will be responsible for handling and managing the full set of books, ensuring timely accounting closing and management reporting. This position will report directly to the GL Manager.

Key Responsibilities include:

• Responsible for monthly consolidation package; including consolidation proofing schedules, Cashflow forecasting, budgeting and financial reporting
• Review statutory and management financial statements for group and subsidiaries
• Ensure compliance with accounting standards, IFRS and Companies Ordinance requirements
• Assist in reviewing internal control procedures

Vversee productivity by assessing, analyzing, and reporting employee productivity at the individual, departmental and institutional levels. Determine the best way to utilize employees' productivity skills using techniques and theories of workforce management.

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships, we’ll always find EMPATHY

WHAT IS YOUR ROLE 

As the Team Captain, you are responsible for the day-to-day functions of your team. You will assist in overseeing the company’s onboarding and host success policies, internal workflows, and priorities as well as be of service to your team members at any given time. You will be the main POC for any agent escalated issues related to onboarding and host success. You will be expected to devise solutions based on limited information to resolve issues and adapt existing processes. You will use evaluation, judgment, and interpretation to select the right course of action as needed and propose improvements. You will also work with the Service Delivery Manager and the People Team to identify growth and development opportunities for the team members.

WHY DO WE WANT YOU 

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic. 

WHAT WILL YOU DO 

Team Management 

• Ensure that the team meets the company’s onboarding and host success KPI targets 
• Manage operations and developments of the Boldr onboarding team including onboarding, training, and productivity tracking
• Collaborate with team to drive requirements to go live, strategy, and optimization of the onboarding process to ensure optimum host experience and a healthy marketplace
• Maintain daily, weekly, and monthly schedules to ensure that every day has coverage across the company different onboarding queues and projects
• Takes initiative in making necessary changes to schedule (sick days, PTO, switching shifts, holidays, etc.) and is assertive in jumping in to help when needed.
• Monitor attendance and people concerns of all team members, coordinating closely with the HR Team for disciplinary cases 
• Ensure team members are properly trained and working consistently to meet the company’s needs
• Lead team by example and maintain positive team morale by encouraging team members, giving shoutouts for quality performance and teamwork, and assisting in deciding who receives quarterly bonuses.

External Communications 

• Demonstrate mastery of the internal workflows and external user experience of the company’s onboarding and host success. Clearly communicate roadblocks and potential opportunities to cross functional teams.
• Provide frequent and important updates to the team about team productivity, efficiency, and performance as well as ideas for improved processes, workflows, etc. Examples can include: 
• Weekly updates on different queues, priority focus of the week, training reminders, etc.
• Video updates on time to first response, activation rate, team and individual metrics, etc.
• Understand, investigate, and solve any complex onboarding and host success issues including but not limited to requirements to go live, onboarding priorities, host communications, and host quality.
• Identify opportunities for continuous improvement and scaling growth, in coordination with the Service Delivery Manager 

Internal Coordination (Boldr Management)

• Work with the People Team to make recommendations for their team member’s career advancement based on their aspirations and learning needs 
• Relay consistent issues to the Service Delivery Manager in a timely and efficient manner

People Development 

• Identify growth and development opportunities for team members to enable career progression and self-development 
• Conduct and document impactful 1:1’s with team members to monitor and assess team members’ performance, and provide timely feedback through regular coaching through the Employee Discussion Log and Quarterly Performance Appraisals
• Helps in culture building particularly in embracing our Core Values and exemplifying what a Boldr leader should be.

Additional Day-to-day Responsibilities

• Review and take action on accounts for potential violation of our Community Guidelines or Terms of Use
• Handle a high volume of host-facing support tickets and submissions while providing friendly and efficient service 
• Ability to take initiative and maintain productivity independently with minimal supervision
• Implement policies related to the Client’s products.
• Contribute to the ongoing development of customer support and success processes.
• Demonstrate mastery of the company and Client’s offerings (i.e. its product and services).
• Understand, investigate, and solve any complex client requests or complaints; particularly when multiple departments or teams are involved.
• Identify opportunities for continuous improvement and additional client value, discussing directly with the Client Experience Manager.

WHAT WE’LL LIKE ABOUT YOU 

YOU ARE… 

• Curious and authentic, just like us! #beboldr 
• Passionate about learning and developing relationships with clients 
• Analytical and a problem solver 
• Strong English Communicator - both written and oral 
• Able to multitask and prioritize 
• Adaptable to change and attentive to detail 
• Able to work well in a team environment 
• Able to reduce frustration on heated topics by listening and being solutions-oriented 
• Fluent and articulate with strong writing and clear presentation abilities - persuasive but empathetic 
• Able to handle conflict and pressure, to set priorities and abide by them, and to consistently maintain a positive client service image under difficult conditions

YOU HAVE… 

• Bachelor's/College degree in a relevant discipline you’re passionate about
• Three years of supervisory experience in a related field 
• At least 1 year of BPO (Customer Service or Sales) experience 
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications 
• Excellent verbal and written communication skills 
• An ability to understand and communicate complex ideas to clients 
• Aptitude to quickly learn and navigate new technology, systems, and applications 
• Ability to accept feedback gracefully and with an open mind 
• Customer orientation and ability to adapt/respond to customers with diverse backgrounds

• Law Benefits
• Private Health Insurance
• Paid Time Off
• Training
• Life insurance
• Mental Health Support
• Learning and Development Programs

As the Team Captain, you are responsible for the day-to-day management of your team. You will serve as a point of escalation for issues outside the authority of an agent. You will also be working with the Client Experience  Manager as well as the People Manager to identify growth and development opportunities for the team members. 

WHAT WILL YOU DO 

People Management 

● Identify growth and development opportunities for team members 

● Monitor attendance and punctuality and other people issues of all team members and consistently escalate them to the HR department for proper disciplinary action as needed

Performance Quality Management 

● Monitor and assess team members’ performance, and provide timely feedback through regular coaching as well as through Weekly and Monthly performance reviews. 

● Ensure that team members are properly trained and working consistently to meet client needs.

● Ensure that the team meets company and client-specific KPI targets. 

Logistics 

● Ensure that team members' and equipment needs are met to sustain service levels. 

● Recommend/suggest relevant alternatives to the product or tool being used by the company. 

Internal Coordination 

● Work with the People Development Manager to make recommendations for their team member’s career path, and assist in making a comprehensive training plan for them. 

● Relay consistent issues to the Service Delivery Manager in a timely and efficient manner.

● Helps in culture building particularly in embracing our Core Values and practicing what a Boldr leader should be.

● Guide advisors and analysts to foster growth and development, best practices, and optimal morale in the organization.

External Communications 

• Be familiar with the client’s key contacts, unique requirements, and operating processes Implement policies related to the Client’s products.
• Contribute to the ongoing development of customer support and success processes.
• Demonstrate mastery of the company and Client’s offerings (i.e. its product and services).
• Understand, investigate, and solve any complex client requests or complaints; particularly when multiple departments or teams are involved.
• Identify opportunities for continuous improvement and additional client value, discussing directly with the Client Experience Manager.

• 2 - 3 years of supervisory experience in a related field (Omnichannel).
• At least 2 years of college undergraduate.
• Intermediate knowledge of CRM systems (i.e. Zendesk, Salesforce IQ, Salesforce, Gorgeous).
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications.
• Excellent verbal and written communication skills. 
• An ability to understand and communicate complex ideas to customers, both verbally and in written form.
•  Aptitude to quickly learn and navigate new technology, systems, and applications. 
• Ability to accept feedback gracefully and with an open mind.

• Health Insurance
• Training & Development
• HMO on-day-one
• Paid Bereavement & Family Leave
• Flexitime
• Maternity Leave
• Paternity Leave
• Paid Holidays
• Paid Vacation Leave
• Paid Sick Leave
• Solo/Single Parent Leave
• Special Leave Benefits for Women
• Mental Health Support

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.