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