about the company
Our client is a leading provider of insurance and saving solutions. They operate in attractive markets across the UK, Europe, Latin America, Asia and the Middle East… This is a backend customer service role, mainly email correspondence, with minimal inbound call enquiries.
about the job
... - Undertake all activities to process customers' requests in accordance with local and head office procedures and guidelines.
- Attend all enquiries (both external and internal).
- Manage shared mailboxes (from external).
- Perform processing of new business case submission: including case registration, system administration, which includes determining the mandatory documents and information/evidence required for assessment.
- Prepare and review processing of policy servicing requests, including case registration, system administration, which includes determining the mandatory documents and information/evidence required for assessment for requests such as: top-ups,
- minor alterations (such as change of address, change of broker, nomination of beneficiaries, policyholder password resets & related client WI queries)
- major alterations (such as partial and full surrenders)
- Conduct security call
- generate policy valuations, surrender valuations, cash account transaction reports, maximum withdrawal calculations
- Check incoming payments
- Coordinate and follow up with various stakeholders, including Head Office on case assessments/requests as required.
- Participating in continuous improvement activities to improve the timeliness, quality, or cost of delivering services to the customer.
- Perform any other ad-hoc assigned duties/projects.
- Ensure excellence in operational efficiency where transactions are processed within stipulated turnaround time.
- Undertake tasks and comply with group values, internal policies, procedures and the relevant laws and regulations.
about the manager/team
reporting to the Head of operations & underwriting
skills and experiences required
- Minimum Diploma holder
- Minimum 1 years’ experience working in a life insurance / wealth solutions company
- Enthusiastic, resilient, adaptable and keen to work in a fast-paced environment
- Self-motivated and be able to work unsupervised.
- Strong communication and interpersonal skills
If you believe you have the right skills, experience and drive to succeed, please apply now.
EA: 94C3609 / Reg: R1872162 (Consultant in charge - Colleen Wang)
