Job Description

Description

Primary Objective:

• Provide support to profit centre/ underwriter in areas requiring skills and knowledge in the processing of all transactions, including new submissions, renewals and endorsements and deliver excellent customer service
• Process all work within department standards , as per SOP
• Continuosly promoting efficiency in processing with zero error
• Continuosly improve the working system in order to align with the company brand promise

Key Responsibilities:

Operational Excellence & Benchmark Compliance * Policy and Endorsement Issuance

• Validate the details provided on documents submission prior to work assignment by observing the procedures and workflow and ensuring the retention is in order
• Communicate with BDE/Underwriters/ReInsurance personnel on any irregularities to ensure information/documents are complete for processing.
• To attend to policy & endorsement processing upon receipt and to ensure all policies & endorsement are issued and delivered promptly or ahead of time \xe2\x80\x93 supporting the achievement of department SLA
• Perform data entry when all details or document are complete, and inform team leaders on any irregularities to ensure smooth and efficient running of the unit.
• Peform validation/ checking prior to \xe2\x80\x9c completion\xe2\x80\x9d for accuracy and error free
• To ensure on quality of output of the policy/endorsement
• Assign task to team members and assist members on any outstanding issues, if necessary

• Payment Voucher

• Raise payment voucher for Finance department to effect refund premium associated with credit endorsement.

• Printing of Policy & Endorsement \xe2\x80\x93 Stardox & Manual process

• To ensure that Policy and Endt are delivered promptly by Vendor
• To ensure that the entire printing process are aligned to both RHB and vendor guidelines and as per agreement
• Medical Card

• Monitor and Follow up with Third party assistance on Medical card issuance.
• To ensure all cards received from TPA distributed to BDE and branches

• Scanning

• To sort/ scanning / indexing and allocation of reference to scanner data for easy tracking
• To ensure all documents to be scan upon receiving from other department
• Document to be scan \xe2\x80\x93 EDMS document / CoInsurance Inward / Merimen Claim document
• Subsequent to Scanning \xe2\x80\x93 the physical copies of the documents to be stored in boxes , labeled accordingly and ready to be dispatched to SureReach for storing
• Assistance to Branches

• Extend guidance and assistance to branches in order to supports the Delivery of objective, Operational plans through consistent, transparent and aligned processes

Quality & Service Standard * Compliance of process flow - To ensure full compliance of Department SOP

• Process all work within department standards- SOP
• Process work with attention to timeliness, productivity and quality

• Collate data and compile the productivity & performance for monthly reporting to Section Head.

To ensure reports submitted before deadline.

To emphasize on quality of output of the report (Error Free)

• Customer centricity
• Continuosly extend support to Sales & Underwriting teams , respond promptly and accurately to requests for information
• Service the needs of stakeholders

Project & UAT Involvement

This includes * UAT \xe2\x80\x93 performing system test for program changes/system enhancement till roll out

• Task force
• Lean processes - Moving towards paperless environment.
• Regular upkeep of own document filing to maintain a neat and conducive working area.

Supporting the RHB Group commitment * To ensure completion of mandatory e-Learning as required by Group

• To support RHBI communication plan by attending event organized i.e Town Hall and RHB activities /event
• Participate in social activities within section i.e SGA activity, Staff engagement, Department gathering/activities/events.

Others

To carry out any other special and related functions & duties assigned by the Management

Requirements

Requirements:
Diploma - \xe2\x80\xa2 Minimum Diploma.

- Certificate in Insurance, preferred

• 3 years working experience in Insurance
• Willing to learn with positive mindset

• Supervisory Skill

Basic computer knowledge. Knowledge in Microsoft Excel is an added advantage

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

RHB Bank