Policy Processing Exec

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

**Primary Objective**:
**Fulfilment Support**
- Provide support to Branch / 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

**Branch Operation Support**
- To attain the performance and productivity standards set by HQ on policy/endorsement issuance, policy delivery service timeline, customer service excellence and credit control
- To comply with the regulatory, group, company branch rules, guidelines, policy and procedures

**Key Responsibilities**:
**Fulfilment Support**

**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
- 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
- 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

**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
- Customer centricity
- Continuosly extend support to Sales & Underwriting teams, respond promptly and accurately to requests for information
- Service the needs of stakeholders

**Others**

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

**Branch Operation Support**
- To contribute efforts to enable branch achieves GWP target(s) set by HQ
- To manage credit control to ensure premium collection is under control
- To comply with Group and company guidelines and rules, including regulatory rules on CBC and AML
- To ensure timely and accurate issuance of policy, receipt issuance and document filing.
- To strongly support the internal process to ensure good service to all distribution channels.
- To plan and implement personal development activities
- Requirements

**Requirements**:
Diploma - Minimum Diploma.
- Certificate in Insurance, preferred
- Min 3 years of relevant experience
- Willing to learn with positive mindset
- Supervisory Skill
- Basic computer knowledge. Knowledge in Microsoft Excel is an ad Other skills required:

- Good communication skills
- Policy and receipt issuance
- Diligent and willing to take on new challenges

**Familiar with accounts posting and collection ded 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