Job Description
Job Objective
This proposition is responsible for issuing policy, billing and payment collection and preparing monthly report.
Key Roles and Responsibilities
Main 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 period
- Prepare monthly premium income report
Other Responsibilities
- 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.
Job Requirements
Experience
- Minimum 2 years working experience in the relevance field.
- Financial institution and Insurance Knowledge is preferable.
Competencies
- Excellent communication and analytical skills
- Excellent interpersonal skills.
- English Language
- Microsoft Office Environment
- Advance excel
Qualifications
- University Degree Business Management or any Business-related Degree