Premier Business Family Consultants Inc.
Accounting Staff
10 days ago
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Important information
Contract type:
Permanent
Salary:
₱216,000 – ₱240,000 / year
Location:
Cebu City, 6000 Cebu, Philippines
Work mode:
Onsite
Published on:
15 October 2026
What they need
Job Scope: Duties and Responsibilities
- Agency Servicing
* Prepare agency reports, dashboards, and performance summaries.
* Coordinate with agencies and maintain effective communication with agency partners.
* Support advisor activation, monitor productivity, and assist with initiatives to improve advisor engagement and performance.
- Policy Servicing
* Manage schedules, appointments, and calendars related to policy servicing activities.
* Maintain, organize, and update policy records and client documentation.
* Ensure the completeness, accuracy, and accessibility of policy-related documents.
- Client Servicing
* Coordinate client engagements, appointments, and servicing activities.
* Prepare engagement reports and track follow-through actions to ensure timely completion.
* Monitor policy updates and maintain accurate records of policy changes and servicing status.
- Accounting Support
* Prepare, consolidate, and summarize accounting data for reporting and review.
* Organize and maintain accounting documents and supporting records.
* Provide administrative and documentation support for accounting-related activities.
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