Senior Corporate Life Servicing Officer

Job Purpose:

The job holder will be responsible for ensuring effective administration of Group Life and Credit Life business through operational excellence and intermediary relationship management.

Assist the Assistants/Officers to meet the set SLAs and TATs by providing basic guidance on processes and procedures.

Key responsibilities:

Business Retention & Growth - Ensure retention by providing superior services, regular client visits and attending scheme renewal meetings to advise clients on cover enhancements.

Relationship Management - Building strong and effective business relationships with our existing clients/intermediaries. Support collaboration with internal and external partners.

Scheme Compliance - Ensuring all schemes are on-boarded, administered and managed in full compliance with existing legislation and internal processes and procedures.

Risk and Compliance - Ensure compliance to procedures and processes.

Credit Control - Participate in credit control meetings and assist in resolution of matters raised in the credit control meeting.

Trainer and Subject Matter Expert - Serve as a subject matter expert and trainer to newly recruited Life Servicing Assistants.

Member Education - Assist in planning member education and sensitization activities and initiatives.

Reconciliation - Reconcile and prepare statements for assigned financial accounts and forward the same for approval to the Corporate Life Servicing Manager.

Intermediary Management - Perform intermediary on boarding, prepare SLAs, ISAs and IPSAs and ensure sign of all intermediary related documents.

Premium Collection - Manage premium collection and refund procedures for lost accounts. Monitor premium arrears for policy movements and share reports with Sales and Finance.

Administration of combined solutions i.e. Group Life & GPA/WIBA policies.

Generate and dispatch periodic customer statements.

Prompt handling of queries from intermediaries and direct clients.

Prepare reports as and when required.

Delegated Authority: As per the approved Delegated Authority Matrix.

Industries:Health, Wellness & Fitness

Function: Others