Job Description

Job Summary

Oversees assigned team members in the delivery of BAU processes on batch posting for Renewal & Notices, Suspense Management, Policy Benefits payment and Group Servicing are carried out within the set benchmark/SLA for Zurich Life and Zurich Takaful.

Job Functions

1. To approve Policy Benefits Payment or transaction for Manager level for both Individual & Group servicing.

2. Supervises assigned team members daily batch activities related to renewal invitation, premium renewal posting, lapsation, auto endorsement, policy benefits payment and periodic notices/statement for both Individual & Group servicing.

3. LiFT Suspense Management

• Prepare the monthly suspense report.

• Prepare current renewal suspense report for analysis.

• To supervises assigned members for renewal suspense analysis activity and refund.

• To oversees the Loan, Dividend and Top Up suspense.

4. Supervises and coordinate for bonus/surplus declaration.

• Ordinary Life and Annuity bonus declaration for Zurich Life.

• Surplus declaration for Zurich Takaful.

5. Assist Head of Department (HOD) to supervise the processes and procedures to ensure utilization of best practices and optimum the efficiencies.

6. Produce reports and maintain records as required by upper managements.

7. Involve in database reconciliation for Life & Family Servicing.

8. Manage UAT and the implementation of improvement projects that will improve operations metrics such as reduction in cost or improvements in efficiency and production.

9. Attend enquiries from wealth planner or branch and complaints.

10. Support the assigned team member for continuous review and update the Departmental Quality Policy (DQP), Standard Operating Procedures and Working Instruction.

11. Drive Digital Servicing and automation initiatives as assigned.

12. Back up for Customer Facing Unit to perform manager approval eg. Top Up/Switching and Suspense refund.

Job Qualifications

Education:

Degree or Diploma with relevant experience.

Experience:

At least 8 years working experiences in Life Insurance/Takaful industry.

You are the heart & soul of Zurich! 
 

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? 

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. 

Let’s continue to grow together!

• Location(s):  MY - Kuala Lumpur 
• Schedule: Full Time
• Recruiter name: Kamilia Kamil
• Closing date:

Job Requirements