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Policy Processing Exec

4 weeks ago

Penang, Malaysia RHB Banking Group Full time

Working Hour
- Regular Hours
- Monday - Friday- Business Area
- Insurance- Location
- Malaysia - Penang- Description

**Primary Objective**:

- Provide support to profit centre/ underwriter in areas requiring skills and knowledge in the processing of all transactions, including new submissions, renewals and endorsements and deliver excellent customer service
- Process all work within department standards, as per SOP
- Continuosly promoting efficiency in processing with zero error
- Continuosly improve the working system in order to align with the company brand promise

**Key Responsibilities**:
**Operational Excellence & Benchmark Compliance**
- Policy and Endorsement Issuance
- Validate the details provided on documents submission prior to work assignment by observing the procedures and workflow and ensuring the retention is in order
- Communicate with BDE/Underwriters/ReInsurance personnel on any irregularities to ensure information/documents are complete for processing.
- To attend to policy & endorsement processing upon receipt and to ensure all policies & endorsement are issued and delivered promptly or ahead of time - supporting the achievement of department SLA
- Perform data entry when all details or document are complete, and inform team leaders on any irregularities to ensure smooth and efficient running of the unit.
- Peform validation/ checking prior to “ completion” for accuracy and error free
- To ensure on quality of output of the policy/endorsement
- Assign task to team members and assist members on any outstanding issues, if necessary
- Payment Voucher
- Raise payment voucher for Finance department to effect refund premium associated with credit endorsement.
- Printing of Policy & Endorsement - Stardox & Manual process
- To ensure that Policy and Endt are delivered promptly by Vendor
- To ensure that the entire printing process are aligned to both RHB and vendor guidelines and as per agreement
- **Medical Card**
- Monitor and Follow up with Third party assistance on Medical card issuance.
- To ensure all cards received from TPA distributed to BDE and branches
- Scanning
- To sort/ scanning / indexing and allocation of reference to scanner data for easy tracking
- To ensure all documents to be scan upon receiving from other department
- Document to be scan - EDMS document / CoInsurance Inward / Merimen Claim document
- Subsequent to Scanning - the physical copies of the documents to be stored in boxes, labeled accordingly and ready to be dispatched to SureReach for storing
- Assistance to Branches
- Extend guidance and assistance to branches in order to supports the Delivery of objective, Operational plans through consistent, transparent and aligned processes

**Quality & Service Standard**
- Compliance of process flow - To ensure full compliance of Department SOP
- Process all work within department standards
- SOP
- Process work with attention to timeliness, productivity and quality
- Collate data and compile the productivity & performance for monthly reporting to Section Head.

To ensure reports submitted before deadline.

To emphasize on quality of output of the report (Error Free)
- Customer centricity
- Continuosly extend support to Sales & Underwriting teams, respond promptly and accurately to requests for information
- Service the needs of stakeholders

**Project & UAT Involvement**

This includes
- UAT - performing system test for program changes/system enhancement till roll out
- Task force
- Lean processes - Moving towards paperless environment.
- Regular upkeep of own document filing to maintain a neat and conducive working area.

**Supporting the RHB Group commitment**
- To ensure completion of mandatory e-Learning as required by Group
- To support RHBI communication plan by attending event organized i.e Town Hall and RHB activities /event
- Participate in social activities within section i.e SGA activity, Staff engagement, Department gathering/activities/events.

**Others**

**To carry out any other special and related functions & duties assigned by the Management**
- Requirements

**Requirements**:
Diploma - Minimum Diploma.
- Certificate in Insurance, preferred
- 3 years working experience in Insurance
- Willing to learn with positive mindset
- Supervisory Skill

**Basic computer knowledge. Knowledge in Microsoft Excel is an added advantage**
- Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

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