Executive, Policy Processing

Responsibilities

  • Check policy/endorsement to ensure accuracy of the data captured and process within the timeline set.
  • Data Entry for new and renewal business and print policies, endorsements, debit note, tax invoice, credit notes, RI/CO Closings and Certificates of Insurance.
  • Allocate cessions to MNRB / Co-insurance / RI / Treaty and Net Retention and do RI Adjustments, if necessary, as advised by RI team.
  • Daily monitor and ensure policy/endorsement processing is completed within the targeted productivity and turnaround time.
  • Ensure incoming submission and outgoing output complied to acceptance limits, guideline and procedures.
  • Attend to incoming mails/ submissions/ calls.
  • Maintain and organize submissions into the document management system.
  • Liaise with Marketing / Branch for any discrepancies and/or incomplete documents.
  • Provide operational requirement and perform User Acceptance Test (UAT) for new products / system enhancement / bugs.
  • Support manager in team performance analysis and continuously improve operational efficiency thru process improvement, automation, and system enhancement.
  • Perform any other duties as may assigned by the supervisors.

Requirements

  • Bachelor’s Degree in Insurance, Actuarial Science or Business Administration.
  • Preferably with insurance related qualification such as AMII, ACII, AII and DMII.
  • Minimum 1 year experience in insurance industry.
  • Computer skills i.e. Word and Excel.
  • Effective written and communication skills.
  • Excellent problem-solving skills and ability to think critically.
  • Detail-oriented and highly organized.
  • Fresh graduates are encouraged to apply.