Broking Executive, Health Solutions
7 months ago
Posting Description:
**Broking Executive, Health Solutions, KL Malaysia**
**Aon is in the business of better decisions**
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
**What the day will look like**
**Client Management**:
- Assist superior in providing professional advice to clients in the Health & Benefits department by handling routine enquiries and transactions
- Assist in preparing renewal reports/proposals which include underwriting specifications and insurance summaries
- Follow-up on outstanding broking matters on a timely basis
- Review the quotes received from insurers in preparation of renewal reports/proposals
- Review coverage summary to be submitted to insurers for accuracy during quotation exercise and confirmation of placement
- Monitor and follow-up on policies and endorsements issuance with insurer and preparing advice for billings.
- Ensure accuracy of the policies and endorsements as per clients’ advice.
- Check and ensure accuracy of medical cards and documents received from insurers.
- Consistently check accuracy of the invoices against insurer’s billing
- Ensure all deferment/medical requirements are followed through until completion.
- Assist in ensuring credit control are up-to-date and follow-up with clients on premium payment
- Ensure compliance with company policies, procedures, and regulations.
**Data Management**:
- Ensure clients’ data and information is accurate and updated on timely manner.
- Ensure all clients’ and insurer documentation and correspondences are kept in the designated file/folder for future reference.
- Ensure accuracy on the invoicing and documentation for clients and insurers.
- Ensure all documentation is sent to the clients on timely manner according to the guidelines.
**Skills and experience that will lead to success**
**Education & Qualifications/ Expected Experiences**:
- Diploma/Degree in Business Admin/Insurance or related field
- Experience in Insurance related industry has added advantage
**Skills & Knowledge**:
- Computer Skills (especially in Microsoft Office - Word, Excel and PowerPoint)
- Communication skill in English (both written & oral)
- Pleasant personality
**How we support our colleagues**
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
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