This proposition is responsible for issuing policy, billing and
payment collection and preparing monthly report
Key Roles and Responsibilities
- Manage policy issuing, billing and payment collection service of the endowment
life products and Term life products
- Endorsement certificate issuance
- Manage the delivery of the recurring premium notice to the recipients and
relative channels (SMS, Call Center Service)
- Notify reminders to the relative channels to collect the premium within the grace
- Prepare monthly premium income report
- Filing the case with necessary documents as per instructions
- Prepare the timely delivery the Policy, Receipt and Endorsement Documents to
the policyholder/ relative channel
- Other related tasks assigned by direct superior
- Minimum 2 years working experience in the relevance field.
- Financial institution and Insurance Knowledge is preferable.
- Excellent communication and analytical skills
- Excellent interpersonal skills.
- English Language
- Microsoft Office Environment
- Advance excel
University Degree Business Management or any Business-related Degree