Singapore
Knowledge in HNW premium financing and insurance policy wordings. Familiar with insurance related process regarding post incepted cases. Soft skills of customer service handling skills on calls and frontline counter.
Handle HNW policy transactions such as collateral assignment, absolute assignment and release of assignment. Reviewing assignment on trust structure.
Case management on HNW brokerage cases. Working with internal stakeholders like underwriter, actuarial, compliance and ultimately to case inception.
Partnership Distribution & High Net Worth (HNW) - Handle pre-check of submitted documents - Ensure submitted document from Partnership & HNW department are processed timely within the stated TRT. - Work with internal staff from Partnership & HNW department on case appeal, enquiries, and case submission - Come out with FAQ for HNW process and work flow related to work process and common pre-check requirements. - Gather feedback from partnership side and share with internal stakeholders to improve current workflow - Knowledge of premium financing workflow - Main PIC for Partnership Distribution & High Net Worth queries
- Familiar with underwriting contracts and guidelines to advise Financial Planners (Life Planners) - Managed and monitored all email correspondents with policy holders and Financial Planners - Advised policy holders on policy contracts and terms and conditions for claims enquiries - Handled policy holders enquiries on investment procedures and guidelines - Awarded the Excellent Service Award 2012 (Gold)
Took on additional role to be part of Staff Purchase responsible for Staff Insurance - Successfully mentored 2 staff for call monitoring - Awarded ‘Top Call Centre for the month’ for a few months per year – i.e. Highest number of calls answered per month - Awarded for 2 consecutive years ‘Great Eastern – Excellent Service Award’ - 2010 (Gold) and 2009 (Silver) - Independently handled most customers calls and complaints - Well verse in FPMS System