The Role

•    Daily deliver timing, operational and technical support to brokers, including but not limited to:
+) Pre-placement: renew or create new account in CRM system, prepare renewal package, +) Broker Agreement/Letter of Appointment/Broker of Record Letter, draft renewal notice with relevant information, verify KYC requirements, check claim record, submit for approval in case of  cross-border element, sanction touchpoint and Market security;
+) Placement: produce quotation slips, quotation comparison and placement slips, endorsement;
+) Post placement: prepare CoC/EoC, check and follow up signed docs from insures and client, system booking, invoice issuance, filing/recording management and placement checklist. 
•    Operational Risk - work in partnership with brokers, compliance and other corporate functions to enhance our processes, procedures, data quality, 1st line controls practice (cross-border element, Sanction and Market security, compliance with company guideline and best practices, excellence review,…), conduct monthly Excellence review and provide feedback to brokers;
•    Projects – contribute to the Vietnam transformation project, and will be continue to deliver other change initiatives to enhance client and colleague experience to support strategic priorities / risk management, including operating model transformation, process standardization, process improvement, integration and restructuring;
•    Coordinate with Accounting Department to reconcile premium and/or commission, remind premium due (including installments).
•    Other tasks assigned by local operations manager as required.

 

Requirements 

In order to succeed in this role, you must have:
•    2-3 years of experience in non-life insurance, preferrable in underwriting/policy management;
•    Excellent verbal and written communication skills;
•    A great “support” attitude to make progress and improvement;
•    Organisational skills and the ability to manage multiple responsibilities;
•    Strong attention to detail and work well with system;
•    Discipline with guideline;
•    Desire to develop technical knowledge and become an internal supporting expert. 

An equal employer