Submission/ Renewal Phase
- Timely requests to shares services team for quote creation and name clearance activities
- Timely and accurate binding (or declinature) of quotes
- Management of account portfolio
Implementation Phase
- Timely and accurate processing of premiums
- Proactive engagement with underwriting to ensure new and renewed accounts have an efficient and smooth account hand over, ensuring information received is understood and complete in order to process policies on system(s)
- Ensures timely and complete documentation of files handled by role holder in UW file (on Document Management System)
- Accountable for correct (RI) premium, (RI) commission and tax bookings in processing systems
- Support Credit Control team in Premium collection
Maintenance Phase
- At request of Underwriting, ensure timely and high quality implementation of mid-term endorsements, issuance of certificates of insurance and focus on premium collection monitoring (according to the processing rules and guidelines, incl. system data entries)
- Ensure appropriate communication flow between Underwriting, Middle Office and Shared Services
- Foster positive relationship with internal/external counterparts to get a mutual understanding of their needs
- Deal with and address requests originating from client/broker immediately and refer to Underwriting as required and as timely as possible. Seek confirmation from Underwriting prior to implementation of change request
General Support
- Develop an internal network for facilitating the transfer of information and data between functions and departments in order to service the requirements of the underwriters and clients/brokers
- Develop expert level knowledge with regards to systems, and processes and keep abreast of new guidelines published.
- Ensure data quality accuracy ratios at the defined level/metrics
- Support project work to ensure that existing processes meet requirements
- Demonstrate proactive involvement and assist with leadership in any project work or UAT support.
- Provide support in training and onboarding new hires to ensure they are equipped with the necessary knowledge and skills.
- Provide regular reporting on the progress of policy issuance, highlighting any areas of issues and focus to ensure timely action and continuous improvement.
Joy Yeow Zhi Qian
(CEI Registration No: R2096261)
Recruit Express Pte Ltd (EA Licence No: 99C4599)
