Job Description
Job Objective
This proposition is responsible for reviewing insurance proposal forms, assessing risk factors and policy servicing.
Key Roles and Responsibilities
Main Responsibilities
- Reviewing applications for endorsement to existing policies to ensure that all required information has been received.
- Assessing Risk factors and proposer’s information and calculate premium.
- Liaise with salesperson to gather information and opinion if necessary.
- Evaluate policies with regards to the company’s underwriting standard guidelines.
- Manage data collection of client information and entry it into the core system.
- Prepare Debit Note (or) Due for premium receiving and issue the policy.
- Communicate with HO operation team and finance team for policy servicing.
- Relevant jobs assigned by branch manager.
Job Requirements
Qualifications
- University Degree Business Management or any Business-related Degree.
Experience
- Minimum 1 year working experience in the relevance field.
- Financial institution and Insurance Knowledge is preferable.
Competencies
- Excellent analytical and mathematic skills.
- Excellent negotiation skills & interpersonal skills.
- Microsoft Office Environment.
