Chuyên viên cấp đơn

Operation and Process
- To verify calculating premiums, refunds, commissions, adjustments, terms in quotation
- To modify, update, and process existing policies to reflect any change in beneficiary, amount of coverage, or type of insurance.
- To use computer to enter, process and record new insurance policies. Calculate premiums, refunds, commissions, adjustments, using insurance rate standards.
- To review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
- Policy documents distribution
- To perform Treaties Reinsurance disposal arrangement and accumulation code creation & modification within the delegated authority given by Reinsurance Division.
- To examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Allocations works as assigned by Manager.
- To organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Management, Communication, and reporting
- To report routine works to Manager and/or major issues of areas involved.
- Other works assigned by Manager to contribute to the general success in performance of Business Processing Division
- Corresponding with Accounting Division and Reinsurance Division of premium posted, cancelled, or added and Fac- out Reinsurance.
- To monitor error rate, timeline, productivity that assigned.

QUALIFICATIONS:
- University graduation.
- Good at English
SKILLS/KNOWLEDGE:
- Attention to details.
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography, and transcription, designing forms, and other office procedures and terminology.
- General knowledge of insurance, products, insurance contracts, funding, and rating
- Effective communication skills
- Relationship building
- Team player
- Proficient in MS office, basic knowledge of database and applications.
- Good coordination
- Good time management
- Organized
EXPERIENCE:
- At least 2 years of experience or similar work

Laptop, Chế độ bảo hiểm, Du Lịch, Phụ cấp, Chế độ thưởng, Chăm sóc sức khỏe, Đào tạo, Tăng lương, Nghỉ phép năm

Cập nhật gần nhất lúc: 2024-04-03 11:43:44