Chuyên viên cấp đơn

Mô tả Công việc

1. Operation and Process

- To use computer to enter, process and record new insurance policies. Calculate premiums, refunds, commissions, adjustments, using insurance rate standards.

- To modify, update, and process existing policies to reflect any change in beneficiary, amount of coverage, or type of insurance.

- To review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

- To examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

- To verify calculating premiums, refunds, commissions, adjustments, terms in quotation

- To perform Treaties Reinsurance disposal arrangement and accumulation code creation & modification within the delegated authority given by Reinsurance Division.

- Policy documents distribution

- To organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

- Allocations works as assigned by Manager.

2. Management, Communication, and reporting

- To report routine works to Manager and/or major issues of areas involved.

- To monitor error rate, timeline, productivity that assigned.

- Corresponding with Accounting Division and Reinsurance Division of premium posted, cancelled, or added and Fac-out Reinsurance.

- Other works assigned by Manager to contribute to the general success in performance of Business Processing Division