This role is responsible for daily case handling to help facilitate case issuance and resolve difficult cases and special requests by working with Planners, Field Managers and Distribution management team, ensuring the sales quality and compliance of each case.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Impact on the Business / Function:
Based on the strategy of case management, effectively handle daily cases to ensure a smooth issuance of policy by policy initial checking, policy status tracking, pending cases follow-up and etc.
Resolve difficult cases and special requests in an effective and timely manner.
Ensure detailed, accurate records and documents are kept in an effective manner.
Design clear workflow for case management and continually review its process for the business change and keep the efficient way of handling case.
Ensure detailed, accurate records are kept on all cases documents for reference by formulating effective methods/system/ process to do so.
Make sure well management in application form according the regulation and clear inventory and delivery process.
Customers / Stakeholders
· Enhance customer and frontline experience by controlling the quality and compliance of each case.
· Cooperate with bank partners to ensure a smooth and timely service delivery for each case.
· Contribute in the enhancement of customer persistence ratio
· Provide timely response to queries raised by frontline sales during the sales process.
Leadership Teamwork
· Communicate and coordinate with Planners, Field Managers and Distribution management team to monitor and streamline the whole sales and delivery process for each case.
Operational Effectiveness Control
· Ensure each case is managed in an effective and timely manner.
· Ensure insurance sales compliance with all other relevant regulator’s guidelines and requirements.
· Design and plan new initiatives for sales quality enhancement in case management/ sales process
· To aware of the operation risk about the sales quality and business area
· To implement the group compliance policy.
· Attend the GS relevant training and fully understand the Global Standardize requirement and responsible to report and support in FCC,AML etc.