Policy Executive
5 days ago
**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
- 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
- Any other duties and responsibilities that may be delegated from time to time
**Requirements**:
- Customer centric, meticulous, excellent interpersonal & communication skill
- Excellent command of English (written and oral)
- Good in numbers as would assist in premium calculation
- Exposure in general insurance industry will be an added advantage but not a must
- Proficient in Microsoft Office (e.g. Microsoft Excel) and PDF editor
**Job Types**: Full-time, Permanent
**Salary**: $3,000.00 - $4,500.00 per month
Schedule:
- Monday to Friday
Work Location: In person
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