Responsibilities:
- Support the team in administering insurance policies (new and renewal business)
- Data entry into internal system, ensuring accuracy at all times
- Maintain client confidentiality and strictly adhering to PDPA and compliance requirements
- Manage group census and upload member movements into the portal
- Generate reports from the portal/system and send to the client/insurer as and when required
- Process insurance applications, file paperwork and submit to insurers
- Assist sales advisors and account managers in servicing clients on their insurance policies
- Prepare correspondence and issuance of policy documents
- Work and liaise with insurance partners on regular basis
- Handle queries with great care from clients (HR/employee) on plan administration, billing, medical underwriting, etc
- Create debit notes, credit notes, tax invoices in support on client billing
- Monitor and follow up on the payment status and policy documents
- Review insurer/broking invoices and send payment emails to clients; work with billing and collection team in ensuring client’s policies and benefit programs are paid on time
- Any other duties and responsibilities that may be delegated from time to time
Requirements:
- Diploma holder with minimum 2-3 years of work experience in General Insurance
- Customer centric, meticulous, excellent interpersonal & communication skill
- Able to multitask, well organized and enjoys administrative challenges of working on multiple applications
- Good in numbers as would assist in premium calculation
- Proficient in Microsoft Office (e.g. Microsoft Excel) and PDF editor
