- Assist Sales Team in designing the broadest possible coverages (policy), assessing clients' current and future insurance needs, giving advisory if there is any risk improvement needed.
- Managing data and profile each of account, current, prospective and even lost accounts.
- Including loss records. Both new (request) and renewal accounts.
- Liaise Sales team to discuss with insurance companies, finding the client the best deal for insurance cover (not just through sourcing but also through negotiation).
- Keep monitoring the policy issuance by the Insurer, chasing the Insurer to submit it before the dateline (as per SLA/agreement).
- Checking carefully the original policy received from the Insurer, to avoid a policy with error sent to the client.
- To advise and educate the clients (through Sales Team) regarding the insurance contract, their rights and obligation under the contract. Explain to the client (through Sales Team), the policy terms and conditions (risks covered/not covered), including premium payment warranty, loss notification and client’s obligation at the time of loss.
- Coordinate/communicate with regional team / claim dept to obtain information of loss history/record of each insurance product
- Ensuring all policies, other supporting documents/data and workflows comply with the regulation.
- Assist the claim department by providing any info/data/document needed at the time of claim.
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|Date posted||Nov 02, 2021|