September 19, 2022

Kate Allison Sallan Pagara

Block 19-B Martinez St., Brgy. Addition Hills,
Mandaluyong City.

Dear Ms. Pagara,

I am pleased to offer you a project-based employment for a period of six months on the following
terms:

1. You will serve in a full-time capacity as my Executive Assistant. I will be directly supervising
you in the performance of your duties.
2. Your primary duties will be is enumerated in the attached Job Description and Employment
Contract.
3. After the 6 months project-based contract, you shall be allowed renew an open-ended term
project-based contract if you consistently meet the working standards as outlined to you in
the course of our pre-employment interview as well as during your trainings. To do this, you
must observe all the rules, policies, and regulations which will be discussed to you.
4. Your performance will be regularly reviewed during the entire project-based employment
period. During such period, I shall have the right to terminate your project-based
employment if you fail to meet the performance standards herein set out.
5. You will be paid a monthly salary of Ten Thousand Pesos, the breakdown of which is
provided below:

Basic Salary: PHP 8,400.00

Load Allowance: PHP 500.00
SSS: PHP 500.00
Philhealth: PHP 400.00
Pag-Ibig: PHP 200.00
Total: PHP 10,000.00

This is payable bi-monthly every 16th and 1st day of the month. This salary will be subject
to adjustment after 6 months, upon your contract renewal.
7. Your employment with me will begin on October 3, 2022 and upon signing the Attached
Employment Contract.

I hope that you find the foregoing terms acceptable. You may indicate your agreement with these
terms and accept this offer by signing on the box below.

This offer, if not accepted, will expire on October 3, 2022.

We look forward to having you join us.

I have read and accept this employment
offer:
Best Regards,
Name: ___________________________
Jan Tristan S. Ramos
Unit Head, Infinity Tiger Unit Signature: _________________________
Manulife Philippines
Dated: ___________________________
 BINONDO INFINITY TIGER UNIT
EXECUTIVE ASSISTANT JOB DESCRIPTION and EMPLOYMENT CONTRACT

I. ROLES AND RESPONSIBILITIES

a. To the UNIT

ROLES AND RESPONSIBILIES SCHEDULE

CLERICAL DUTIES
1. Checks the agent’s submitted Upon every case submission.
applications for completeness.
2. Follows up pending requirements of After 3 business days (If case has not
submitted cases. been issued within this period).
3. Follows up issuance of submitted After 3 business days (if submitted case
cases. is a clean case).
4. Reminds Agents on Auto Debit Immediately after the receipt of email
Declined Transactions, Lapsation notification.
and Issuance of Cases.
5. Assists agent in securing forms Whenever assistance is needed.
needed for non-routine applications
e.g. group life insurance
applications.
6. Other clerical Manulife related Whenever assistance is needed.
activities e.g. Submission of
application forms to Branch CSO,
PR Renewal, Sorting of
Documents.
7. Updates the Fb Group page of new Upon issuance of new memo.
memos.
MONITORING OF TEAM PRODUCTION
8. Asks the agent to send important Daily.
details whenever a case is
submitted following this format:

Insured:
Policy Number:
Production Credit (PC):
Annualized Premium Equivalent
(APE):
9. Checks the reports on daily Daily.
submissions, pending and issued
cases.
10. Generates a weekly consolidated Every Friday.
report for the said data mentioned
in Item No 3.
RECRUITMENT
11. Walks through new recruits in the Upon Entry of New Recruit
application Process:

• Career Choice Test

• Agent SAM
• Online Self-paced Green
Seven Protocol and Green
Evolution
• Online JSP Self-paced or
Classroom Training
• Checks the completeness of
the Contracting Kit
12. Other coding and tagging Upon Entry of New Recruit
requirements which includes but is
not limited to:
a. Notarizing the Tagging
Form
b. Securing of PTR
13. Secures Certificate of Employment Immediately after the tagging of the new
from Licensing. agent.
14. Makes a consolidated report on First Tuesday of the Succeeding Month.
the Monthly Recruitment
Monitoring.

b. To the UNIT MANAGER

ROLES AND RESPONSIBILIES SCHEDULE

CLERICAL DUTIES
1. Reminds Unit Manager of Daily
Calendared Activities.
2. Opens emails and updates the Unit Daily.
Manager of unread emails.
3. Updating of Client Premium Upon issuance of new case.
Monitoring Worksheet.
4. Monitors Premium Payment and Last Friday of the preceding month.
Collection Schedule of Clients.
5. Monitors Clients Birthdays and Last Friday of the preceding month.
sends Birthday Greetings through
SMS or greeting cards to Clients.
6. Reminds UM on ADA Declined Immediately after the receipt of email
Transactions, Lapsation and notification.
Issuance of Cases.
7. Creates a liquidation report on the Every Tuesday or Friday Following the 7th
team’s disbursements on its day to or 22nd day of the month.
day operations.
 8. Payment of SSS, Philhealth and Monthly
PAG-IBIG Contributions
INCENTIVE BASED DUTIES
1. Telemarketing for New Business • Sales Call from Leads Generated
and Recruitment and Orphaned Clients (Every
Second Tuesday of the month)
• Recruitment Call (Every Second
Friday of the month)

II. WORKING HOURS

a. The Executive Assistant shall be reporting from Monday to Friday; on a

flexible work from home schedule. Except on Wednesdays where in the
Executive Assistant shall be required to report to the Binondo Office.
b. The Executive Assistant is required to attend Grand Career Orientation
Programs to assist agents in walking through their new recruits.

III. COMPENSATION and BENEFITS

a. Monthly compensation
i. The Executive Assistant shall receive a daily renumeration of PHP
381.82 per day (PHP 381 x 22 = PHP 8,400, no work no pay basis)
ii. The team secretary’s salary shall be given following this schedule.
1. 1st – 15th day of the Month; 16th day of the month.
2. 16th – 30th day of the month; 1st day of the succeeding month.

b. Incentive based salary

i. The Team Executive Assistant shall receive PhP 500.00 for every 10
Net Issued Cases.
ii. The Executive Assistant would also receive PhP 500 for every issued
case, and PhP 500 for every tagged recruit which was obtained from
your telemarketing activities.

c. Non-Monetary Benefits
i. The Executive Assistant will be entitled to an E-ready card starting
on your 7th month of employment.
 IV. REVOLVING FUND

a. The Executive Assistant shall be given a PhP 500.00 Revolving Fund which
will be used to cover for the disbursements in our day to day operations.
b. This will be replenished on the 7th and 22nd day of the month subject to
liquidation.

V. RESIGNATION AND TERMINATION

a. The Executive Assistant would be asked to submit a resignation letter two

weeks before the effectivity date of his/ her resignation/
b. Likewise, the executive assistant would be given a two-weeks paid
transitory period in case of termination.

Signed at ____________________ on the _____ day of __________ 2022.

BY:

______________________________ ______________________________
KATE ALLISON PAGARA JAN TRISTAN RAMOS
EXECUTIVE ASSISTANT UNIT HEAD
INFINITY TIGER UNIT INFINITY TIGER UNIT