Job Description
OVERALL PURPOSE:
Specialist Policy Issuance
– Manage timely and accurate policy issuance process consistent with compliance and performance standards including changes/updating as per the guideline for Health Insurance
Key Responsibilities:
Specialist Policy Issuance
– Issue policies according to company guidelines and procedures.
– Work directly with the sales team and underwriting team to modify, update, and process insurance policies
– Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
– Complete record-keeping and data entry to maintain accurate client information
– Develop and maintain client, carrier, and agent relationships through timely, accurate service
Audit, correct, and verify all necessary information prior to policy issuance.
– Monitor accounts to ensure compliance with the company’s policies and procedures and take appropriate actions for corrections when necessary
– Request cancellation and reinstatement of policies based on the outlined terms of company policies and regulatory requirements
– Conduct ratings as necessary to ensure policy information is accurate.
– Maintain the suspense system and follow up on receipt of policy endorsement inspections correspondence
– Forward policy servicing inquiries from carrier requests to Quality Control for handling
Specialist Policy Issuance
Academic Qualifications and Experience:
Specialist Policy Issuance
– Degree in Management/Accounting
– 1-2 Years of Experience
– English Proficiency
Skills :
– Degree in Management/Accounting
– 1-2 Years of Experience
– English Proficiency
