Job Objectives
The incumbent is responsible to process the policy, endorsement and payment refund based on the submission case assigned in CPC-Non-Motor Operations; achieve the individual and goals assigned and adhere to the governance, compliance and regulations
Job Responsibilities
Business Operations
- Attend and process the submission request and case assigned via email, CRM and public folder
- Check and process the policy and endorsement as per the terms, approval and information submitted and issue the policy within the limit assigned
- Monitor and meet the processing turnaround times and escalate for resolution if required
- Assist Team Leader in case assignment and monitor the completion of submission within turnaround time
- Raise, approve or authorise the payment requisition within the policy allowed terms and payment limit authority
- Liaise with Distribution and follow through for completion of transaction/document within a reasonable timeline and escalate if required
- Identify and raise business process improvement opportunity continuously to upkeep the process efficiency and effectiveness.
- Prepare and submit the assigned periodic report accurately and timely
- Participate in any ad-hoc assignment when required
Compliance
- Safekeep the customer documents (hardcopy and e-copy) after processed and filed in accordance to SOPs
- Adhere to the clean desk policy
- Adhere to SOPs, guidelines, regulations and laws
Ke Shared Responsibilities:
- Distribution, Underwriting, Finance and Claims : Support smooth policy processing and policy refund functions
- IT : report system issues, change request, UAT and system deployment
- Control Function : Consult on corporate governance and regulations
Key Shared Responsibilities:
- Distribution, Underwriting, Finance and Claims : Support smooth policy processing and policy refund functions
- IT : report system issues, change request, UAT and system deployment
- Control Function : Consult on corporate governance and regulations
Job Requirements
Business Administration / Finance / Insurance / Economics or related
- Insurance-related certifications are an advantage:
AII / ACII
Takaful or insurance licensing (depending on country)
- 2–5 years in general insurance (non-motor lines preferred)
Experience in:
- Policy administration
- Underwriting support
- Claims processing
- Familiarity with insurance systems and workflows