Policy Executive

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 and Policy Administration
• 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