Assistant Manager, Group Life Servicing (NB, RB & POS)

Assistant Manager, Group Life Servicing (NB, RB & POS) page is loaded

Assistant Manager, Group Life Servicing (NB, RB & POS)

Apply locations Kuala Lumpur (Takaful) time type Full time posted on Posted 30+ Days Ago job requisition id 23100191

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The incumbent is responsible to ensure that all administrative duties for New Business, endorsement and renewal business, handlings calls and enquiries activities are carried out promptly and efficiently in accordance with relevant service standards until customer outcome is delivered. The incumbent is required to have knowledge of group products (and their features and technicalities) and operational processes to ensure a smooth running flow of overall operations activities. The incumbent is also required to comply with set underwriting guideline and operational procedures in completing all administrative and operational activities.

(1) NEW BUSINESS

• Preparing an advice letter to client upon case secured.
• Ensure all mandatory documents are submitted.
• Update CDD information for AML screening
• Underwrite cases (non-medical within the Group U/w guidelines)
• Preparing the Statement of Assurance, Debit Note, Official receipt, Statement of Account and Policy contract.
• To ensure that the policy issued within the service level agreement.

(2) ENDORSEMENT

• Date Entry of new members details into appropriate excels spreadsheet for premium generations.
• Prepare billing document – Issue Statement of assurance, Debit Note for transaction of adding new member and/or Credit Note for deletion of member transactions
• Ensuring endorsement details are correctly updated in the system as well captured in the statement.
• Ensuring proper checking of necessary medical requirements before sent.
• Ensuring documents are filed in the structured manner.

(3) RENEWAL BILLING

(i) Billing issuance

(ii) Issue Policy contract, Schedule & Endorsement

(iii) Issuance of lapsed notice upon policy expired.

(4) CUSTOMER SERVICE

• Handling enquiries via incoming calls, walk-in customer or emailing.

(5) Other ad hoc tasks assigned by supervisor

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

About Us

Prudential plc provides life and health insurance and asset management, with a focus on Asia and Africa. We help people get the most out of life, by making healthcare affordable and accessible and by promoting financial inclusion. We protect people’s wealth, help them grow their assets, and empower them to save for their goals. The business has more than 18 million life customers in Asia and Africa. Prudential has been providing trusted financial security for 95 years and is listed on stock exchanges in London, Hong Kong, Singapore, and New York.

We are proud to be included in the 2023 Bloomberg Gender Equality Index . The index measures gender equality across five pillars: female leadership and talent pipeline, equal pay and gender pay parity, inclusive culture, sexual harassment policies, and pro-women brand. Our inclusion in this global index is testament to our commitment to nurturing diverse talent. #BloombergGEI .

Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom.

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