Job Description

Key Objective
•    This position is responsible for providing sales support to the Agency / Franchise marketing team
 

Major duties and responsibilities :-
Cover Note & Policy Management

• Process insurance applications, renewals, endorsements, and cancellations accurately and in a timely manner. 
• Perform cover note control and E-Cover note issuance conversion & JPJ link.
• Monitor reporting on Cash Before Cover (CBC), weekly unconverted policies (UNA), cancellation refund and monthly credit card charges.
• Assist on renewal, addition and deletion on Fleet and Trade plate policy. 
• Ensure all policy documentation is complete and compliant with company and regulatory standards.
• Assist marketer on non-motor new/renewal quotation and follow up with internal team

Customer Support

• Serve as a point of contact for intermediaries /franchise dealers and customers regarding their policy-related queries through call or email.
• Assist in the resolution of intermediaries/ franchise dealer’s customer feedback and escalate complex issues as needed.

Document Preparation

• Preparing, sorting, binding and filing of policies, endorsements, and other correspondence within timeline through familiarization with Policy Asia, ISM and E-biz system. 
• Perform quality check of documentation for policy processing.
• Arranging dispatch of documents or items as necessary to Chubb HQ, intermediaries and customers etc.

Compliance & Quality Assurance

• Adhere to company policies, procedures, and compliance standards.

Process Improvement and Others

• Assist in training new hires on backend operations processes and systems.
• Maintain up-to-date knowledge of insurance products and industry trends to best serve customers.
• Any ither duties as assigned.
   

Job Requirements