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Republika ng Pilipinas

CITY OF GOVERNMENT OF SAN PABLO


DALUBHASAAN NG LUNSOD NG SAN PABLO
Brgy. San Jose, San Pablo City
Tel No. (049)503-1238/503-0293

WEEKLY ACCOMPLISHMENT REPORT


Company Name: Date:
June 27, 28, 30- July 2, 3 2018
Travelers Insurance Surety Corporation

At the first day at Travelers Insurance Surety Corporation we introduce ourselves by


showing our talents then after that we are oriented to the process and set up of the TRiSCO.
We are also oriented with some of the Companies history where in TRISCO is a non life
insurance surety corporation duly organized under the regulation of the department of finance-
insurance committee. Also TRISCO entered the industry at 1964 with a paid up capital rose up
to 25-50 Million pesos. As of now TRISCO have different branches around the country and also
to provide accurate and secured services they are now partnered with some of the respected
financial institution and banks such as Eastbank, China Bank, Robinson Bank, Pag-ibig and many
more.

As days goes by we are assigned with different tasks such as recording the monthly
transaction of the agents that will be pass to the BIR. This task requires accuracy and also focus,
accuracy since we are dealing with numbers, series of numbers for not only one person but also
for numerous agents and handful of their transactions. A little erasure can be a reason of doubt
to the BIR. Focus since the data will be transfer to a journal and this really requires focus to
avoid errors or transposition.

All in all this whole week enhances my hard skills for Accuracy and Focus and will
definitely be useful for my future work.

Remarks:

Prepared by: Verified by:


Kathreen Aya G. Exconde ____________________________
Trainee Supervisor

Number of hours:
______hours
Republika ng Pilipinas
CITY OF GOVERNMENT OF SAN PABLO
DALUBHASAAN NG LUNSOD NG SAN PABLO
Brgy. San Jose, San Pablo City
Tel No. (049)503-1238/503-0293

WEEKLY ACCOMPLISHMENT REPORT

Company Name: Date:


Travelers Insurance Surety Corporation July 4, 9-13 2018

Second week at the Travelers Insurance Surety Corporation is about Records,


importance of having and organizing records.

I was assigned on putting receipts on previous transactions that needed to be


process. All the data are stored and compiled at the container but the real struggle is finding it
one by one since transaction that are needed to be process are not on sequence but rather in
random serial numbers. A transaction must be accompanied by a pink receipt or the office copy
thereby it must be attached at the original copy to be processed. Pink receipts are segregated
by numbers, agents and also places making it less hard to find.

This week I have learned that properly recording, organizing and also retaining
records are important since this documents will be eventually needed in every transaction. I
have applied what I have learned at auditing theory where in a document must have a
retention period before fully disposing it. This knowledge and experience will be retained in my
memory and I am sure that this will be useful in my future actual work.

Remarks:

Prepared by: Verified by:


Kathreen Aya G. Exconde ____________________________
Trainee Supervisor

Number of hours:
POSTMASTER ______hours
Republika ng Pilipinas
CITY OF GOVERNMENT OF SAN PABLO
DALUBHASAAN NG LUNSOD NG SAN PABLO
Brgy. San Jose, San Pablo City
Tel No. (049)503-1238/503-0293

WEEKLY ACCOMPLISHMENT REPORT

Company Name: Date:


Travelers Insurance Surety Corporation July 16 -19, 2018

Third week at Travelers Insurance Surety Corporation was about application of Auditing.
We are assigned in auditing transactions of the agents and these transactions was composed of
the policy numbers, official receipt numbers, dates of inception, vat , DST, commission expense
and also the name of company or the person, all this must be audited before all the documents
will be send to the main branch at the Manila. All information must be accurate to avoid
conflicts on the insurance and also at BIR. Since we are talking about a big sum of documents
we interns have decided to allocate task that will enable us not only to finished early but also to
double check each other tasks.

Allocated based on the series of process we are able to monitor each other work
and also be able to finished ahead of time. All in all I can say that this week has provided me the
skills of being keen at work and also enhances my auditing skills it also taught us the
importance of having team work and coordination with your co workers.

Remarks:

Prepared by: Verified by:


Kathreen Aya G. Exconde ____________________________
Trainee Supervisor

Number of hours:
______hours
Republika ng Pilipinas
CITY OF GOVERNMENT OF SAN PABLO
DALUBHASAAN NG LUNSOD NG SAN PABLO
Brgy. San Jose, San Pablo City
Tel No. (049)503-1238/503-0293
WEEKLY ACCOMPLISHMENT REPORT

Company Name: Date:


Travelers Insurance Surety Corporation July23-24, 26-27,
2018

Fourth week at the Travelers Insurance Surety Corporation was all about technical skills
and to narrow it down it was about the computers skills. Technical skills are the abilities and
knowledge needed to perform specific tasks and this are often relate to mechanical and
information technology with the use of mechanical equipment and tools. I was able to practice
this skill because I was assigned on recording or reproducing the Statement of Account, this
statement of account was composed of the summary of each transaction therefore it is
composed of details of the company, the amount of insurance, Receipt no., computation of the
tax, date of the expiration of the insurance and also its insurance category. This task must be
done accurate and needs a fast typing skill. The struggle here is using a high end printer which is
new in my eyes; this printer was adjustable depending on the size of the paper or what you
desire. I have struggled in putting the paper in the printer because it needs precision, a wrong
position may cause some little overlap on the next paper.

To sum it all I have learned that basic office skill is prerequisite to be able to deliver
your task effectively and efficiently. A person who has this skill has the higher possibility to be
more resourceful in his\her work.

Remarks:

Prepared by: Verified by:


Kathreen Aya G. Exconde ____________________________
Trainee Supervisor

Number of hours:
______hours
Republika ng Pilipinas
CITY OF GOVERNMENT OF SAN PABLO
DALUBHASAAN NG LUNSOD NG SAN PABLO
Brgy. San Jose, San Pablo City
Tel No. (049)503-1238/503-0293
WEEKLY ACCOMPLISHMENT REPORT

Company Name: Date:


Travelers Insurance Surety Corporation August 7,10,28-29,
2018

Fifth week at Travelers Insurance Surety Corporation is about dealing with


difficulties. As a regular working week we are assigned on daily recording of the transactions,
preparing the receipts, COC, Policies and also auditing some of the agent’s transaction and
while we are auditing some of the records we have notice that some of the amounts are not
the same as recorded at the receipt. As learned at the Auditing we first search its original copy
and compare it for further investigation and this resulted for conclusion that the record or the
statement of Account was not for that transaction. The human error has arisen for it was
mistakenly attached to a transaction with the same company yet different Receipt and Policy
No. this means that this error was not a fraud but rather that a employee error.

To sum it all I have applied what I have learned at Auditing and it made me realize
its value and important role in my chosen profession. Having adequate knowledge in Auditing
will definitely be important in my future job.

Remarks:

Prepared by: Verified by:


Kathreen Aya G. Exconde ____________________________
Trainee Supervisor

Number of hours:
______hours
Republika ng Pilipinas
CITY OF GOVERNMENT OF SAN PABLO
DALUBHASAAN NG LUNSOD NG SAN PABLO
Brgy. San Jose, San Pablo City
Tel No. (049)503-1238/503-0293
WEEKLY ACCOMPLISHMENT REPORT

Company Name: Date:


Travelers Insurance Surety Corporation September 14,28-29,
2018

Last week at Travelers Insurance Surety Corporation was about sorting out all the
things that we have done. All the records are being completed and polished for transferring and
reporting to our supervisors. Records are being organized on its proper category and being
secured at its proper place. This week I have learned the proper communication to my
supervisors and also how to maintain an open and friendly relationship with them. Having good
communication with them leads to a healthy ambiance in the office wherein we can feely ask
our supervisors regarding our concerns in our task that way we can be effective and efficient in
the office.

Throughout the whole journey at Travelers Insurance Company an open door


policy was implemented at us. We are very well supervised and guided by our supervisors and
they have taught us ways that would definitely be useful in our future word. The proper
guidance that they gave would be our stepping stone to be a better employee in the future.
Thank you Travelers Insurance Corporation.

Remarks:

Prepared by: Verified by:


Kathreen Aya G. Exconde ____________________________
Trainee Supervisor

Number of hours:
______hours

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