Endorsements

• Upon a client’s request, managing, supervising, and processing member addition and deletion of the policy.
• Ensuring enrolments and activation are delivered on agreed turnaround times.
• Processing the endorsements (Addition, deletion & modifications) in different Insurance company portals.
• Follow up with insurance companies to ensure that endorsements are done and make sure that invoices are received on time and booked.
• Management and reporting of accounting and regular reconciliation of all transactions in collaboration with accounting teams.
• Coordinating with clients and educating them when there is no proper documentation available.
• Monitors accounts (payments, collections, etc.) anticipating and preventing problems whenever required.
• Key account handler for corporate clients

Policy Placement & New Business

• Generating the quotes through insurers portal & tools as per the client’s requirement for SME & EBP Enhanced/ Basic plans.
• Coordinating with insurers for processing of medical policy placement for SME & Individual clients.
• Making comparisons between different insurance company quotations for clients as and when required.
• Ensuring the documents and forms as per the insurance authority’s guidelines.
• Supporting other team members when assistance is needed for placements.

Individual Basic Policy

• Handling individual basic policy.
• Producing quotes for the Basic insurance and educating clients on the specifics of the policies.
• Arranging the renewal terms to the clients and invoicing.

Your Profile:

• 3-5 years of experience in medical insurance sector preferably from insurance broker.
• Industry knowledge related to local healthcare services system.
• Good interpersonal and negotiation skills.
• Excellent written and verbal communication skills.
• Strong leadership, planning and organizational skills.
• Analytical and problem-solving skills.