The Role
Prepares group life insurance quotes, renewals, benefit statements, invoices, underwriting files, agreements, and claims. Maintains client records, reconciles premiums, coordinates with internal and external partners, and provides customer service to employers and customers. Supports team operations while managing multiple priorities, meeting deadlines, and maintaining quality and accuracy.
Summary Generated by Built In
Main Responsibilities
- To prepare quotes for group life and additional benefits
- To process renewals of Group Life schemes
- To issue medical requests when required
- To prepare statement of benefits and invoice
- To prepare and send files for underwriting
- To prepare and dispatch master agreements for new schemes
- To process death and TPD claims
- Premium reconciliation for schemes
- To ensure that client database is maintained and updated
- To follow-up with internal and external partners
- To provide outstanding customer service to employers, partners, and customers
- To assist the Team Leader in operations as and when required
- To perform any other cognate duties aligned to business requirements
Profile of the ideal candidate
- Higher School Certificate (HSC) or equivalent
- Be conversant with MS Office Tools
- Experience in customer service would be desirable
- Be proactive and dynamic
- Excellent interpersonal and communication skills – both oral and written
- Be quality focused, flexible, and proactive
- Be able to work independently as well as in a team
- Be able to work under pressure to meet deadlines
- Have time management skills to manage priorities and multiple tasks
The Company reserves the right:
1. To convene only the best qualified candidates to participate in the selection exercise.
2. Not to make any appointment following this advertisement.
Skills Required
- Higher School Certificate or equivalent
- Conversant with Microsoft Office tools
- Customer service experience
- Excellent oral and written communication skills
- Ability to work independently and collaboratively
- Ability to work under pressure and meet deadlines
- Time management and prioritization skills
- Proactive, dynamic, flexible, and quality-focused approach
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The Company
What We Do
SWAN provides the full range of non-banking financial solutions, from Insurance, Pension & Actuarial services, to Wealth Management & Securities Trading.
