As a Policy Processing staff each day, you'll...
- Receiving instructions for policy issuance.
- Checking documents before issuing the policy.
- Inputting policy data.
- Preparing daily reports on policies that have been processed or are pending.
- Ensuring the completeness of data and supporting documents for insurance coverage has been fulfilled (if incomplete, return it immediately to the agent/marketing).
- Distributing tasks for policy issuance and proposals to the PIC Policy Processing.
- Coordinating and monitoring the acceptance process with the Underwriter.
- Preparing a renewal list two months before the due date for Marketing.
- Printing Renewal Notices (subject to requests via email from Marketing/Agent).
- Resending the renewal list for the upcoming month to Marketing.
- Providing weekly updates to Marketing on the renewal status for the current month (including policies that have been renewed, those not yet renewed, and reasons for non-renewal).
- Preparing a monthly report on the Renewal Ratio and reasons for Renewal Lapses.
Requirements:
- Minimum Diploma or Bachelor’s Degree in Business Administration, Insurance, or related fields.
- 2 years of experience in a similar role within the general insurance industry is preferred.
- Have strong attention to details, adaptable, and a fast learner.
- Have a good computer literacy and using Microsoft office.
- Willing to work from office (WFO) at our Surabaya Branch Office.