Job Description

Working primarily with Agency and Banca Distribution channels, this position supports high quality and sound underwriting activities for all New Business insurance applications. The role will also ensure quality, diligence, and timely processing of all underwriting and servicing administrative tasks.

Responsibilities

UNDERWRITING

• Check for completion of documents submitted, sort and match requirements for underwriting

• Document the UW information in UIP.

• Conduct AML checks and when result is positive to liaise with NB’s AML Officer or Chief Underwriter

• Possess basic knowledge of all insurance plans, riders, policy provisions and company policies.

• Prepare declined, postponed/deferred letter to include the refund check, if applicable

HANDLING OF INQUIRY CASES

• Check completeness of submitted documents

• When payment is made for cases with final decision, information will be encoded in UIP and case will be issued.

PENDING CASES

• Ensure all pending cases are properly filed on daily basis.

• Match incoming requirements to respective files.

• Re-assess cases with new evidences provided.

• Send notification mail to agents on status of pending case.

HANDLING OF RATED CASES

• Update System, and Generate rated proposal

• Prepare the exclusion endorsement based on underwriter inputs, to be signed by the proposed insured, if applicable

• Send the rated proposal and exclusion, if any, to agent and his manager. Ensure details in the letters are accurate.

HANDLE WALK IN / EMAIL / TELEPHONE INQUIRY

• Entertain walk-in inquiries and assist to resolve their concerns

• Looks beyond customers’ immediate request and offers other helpful information or assistance.

• Answer politely phone call inquiries

• Respond to email inquiries daily

RETURNED CHECK TO APPLY TO NEW POLICY

• Check the correct Policy No. of the refund check.

• Review stop payment and cross entry form.

• Ensure that payment was transferred to the new Policy Number.

PARTICIPATION in Monthly Case Discussion

• Participate in monthly case discussion to identify and implement Continuous Improvement items.

PROJECTS

• Provide support for project design and delivery.OTHERS

• Support Marketing/Agency activities

• Complete case reviews

• Other functions or tasks that may be assigned or delegated from time to time

PERFORMANCE DIMENSIONS – KEY RESULTS AREAS

• Keep work up-to-date

• Ensure accuracy of information

• Maintain efficiency, reduce errors or reworks

• Observe confidentiality of information

• Work with team to achieve Corporate goals & objectives

Education

- Bachelor’s Degree Graduated

Knowledge/Experience

- 2-4 years admin experience

- Strong Support Skills

- Strength of character to provide recommendations or communicate issues

- Ability to effectively collaborate with the team and other departments

Skills & Abilities

- Computer Proficiency (Microsoft Words, Microsoft Excel and Power Point)

- Creative Problem-Solving Skills

- Pro-active Thinking

- Good communication skills

- Good to excellent decision-making skills

- Legendary Customer Service skills

- Good product knowledge