Key Objective
•    This position is responsible for providing sales support to the Agency / Franchise marketing team
 

Major duties and responsibilities :-
Cover Note & Policy Management

Process insurance applications, renewals, endorsements, and cancellations accurately and in a timely manner. Perform cover note control and E-Cover note issuance conversion & JPJ link.Monitor reporting on Cash Before Cover (CBC), weekly unconverted policies (UNA), cancellation refund and monthly credit card charges.Assist on renewal, addition and deletion on Fleet and Trade plate policy. Ensure all policy documentation is complete and compliant with company and regulatory standards.Assist marketer on non-motor new/renewal quotation and follow up with internal team

Customer Support

Serve as a point of contact for intermediaries /franchise dealers and customers regarding their policy-related queries through call or email.Assist in the resolution of intermediaries/ franchise dealer’s customer feedback and escalate complex issues as needed.

Document Preparation

Preparing, sorting, binding and filing of policies, endorsements, and other correspondence within timeline through familiarization with Policy Asia, ISM and E-biz system. Perform quality check of documentation for policy processing.Arranging dispatch of documents or items as necessary to Chubb HQ, intermediaries and customers etc.

Compliance & Quality Assurance

Adhere to company policies, procedures, and compliance standards.

Process Improvement and Others

Assist in training new hires on backend operations processes and systems.Maintain up-to-date knowledge of insurance products and industry trends to best serve customers.Any ither duties as assigned.
 

Skills

Relevant Computer Skills

Good Communication Skills

 

Experience

Related to general insurance industry
 

Qualifications

Minimum SPM or its equivalent