Preparing Policy documents, certificates, endorsements, and other official company documents in line with the company’s underwriting manual
Authorize debit notes, certificates, and endorsements as per the authorization framework
Address inquiries and feedback from clients within the timeline stipulated in the service charter/and or SLAs signed with respective clients
Observe strict adherence to cash and carry rule and/or company credit control policy and escalate exceptions
Address reconciliation issues in liaison with the finance department and the client/intermediary
Responding to internal and external audit queries and implementing recommendations
Comply with statutory, regulatory, and internal control processes at the business units
Responsible for timely renewal invitations, processing of payments, and renewal confirmation as per company guidelines
Maintaining accurate records in the EDMS and confidential maintenance of medical examination reports and up-to-date records on follow-up of medical requisitions, premiums, PIN numbers, and renewal confirmations as per the set timelines
Participating in company CSR and brand-building activities in liaison with other departments
Identify and prepare commission statements on a weekly basis
Retention of the existing business and new business