Operations Executive (Broking Channel)

Responsibilities

Attend to intermediaries incoming emails on all aspects. Response to their email pertaining to quotation, hold cover policy, advice/confirm endorsement premium, confirm renewal instruction and all sort of enquiries.

For complicated cases, write detail instruction for colleagues to rely to Business Support department for processing.

Calculate extension premium if required by the intermediaries.

Follow up all hold covered policies, completed WICA forms and outstanding information from intermediaries.

Review those renewal notices which has invited on revised terms by the underwriter.

Prepare and print claims statistics reports.

Prepare bond approval forms for underwriting review and approval.

Arrange intermediaries for collection of Bond documents.

Review bond Letters of Indemnity (LOI) and related documents to ensure accurate execution.

Prepare cash collateral acknowledgement letters.

Attend to policy issuance enquiries from the Business Support Department.

Any other duty or assignment as and when instructed by the superior.

Requirements

Diploma with at least 3-5 years experience in providing operations support/policy servicing.

BCP, PGI, CGI certified.

Jerlin Aw Bi Zhi (R1218675) | CSGROUP Pte. Ltd. (25C2702)