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)