Roles and Responsibilities:

1. Process New Business / Renewal / Policy Servicing

Process Group and Voluntary Solutions products in accordance with established procedures and turnaround times (TAT), including:

a. Group Products

• Analyse and understand client instructions and member listings before system updates.

• Perform data mapping where required.

• Follow up on outstanding or incomplete information from clients/intermediaries.

b. Voluntary Solutions Products

i) New Business

• Perform data entry for new business application forms.

• Follow up with intermediaries on incomplete or missing information.

• Process manual credit/debit card transactions and ensure timely issuance of policy contracts upon full payment.

• Conduct AML (Anti-Money Laundering) screenings in compliance with regulatory requirements.

ii) Renewal and Policy Servicing

• Update and maintain policy changes in the system.

• Match and process renewal payments, including cashiering activities.

• Prepare and issue policy-related correspondence.

• Manage and monitor the auto-billing process for recurring payments.

• Monitor and clear suspense accounts promptly.

• Ensure all incoming payments are accurately reconciled, allocated, and updated in the system.

2. Stakeholder Support

• Respond to internal and external enquiries via CRM/Case 360 within defined service standards.

3. Additional Responsibilities

• Perform other duties and participate in ad hoc initiatives or special projects as assigned by the supervisor, including those related to operational or regulatory/compliance requirements.

Minimum Job Requirements:

• Diploma or Bachelor's Degree in any discipline.

• Minimum 2 years of working experience in operations, insurance, or financial services.

• Strong attention to detail and analytical skills.

• Proficient in Microsoft Excel and Word (intermediate level).

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

• Good knowledge of Group insurance and Voluntary Schemes is an added advantage.