Policy Admin Assistant

1 day ago


Makati City, National Capital Region, Philippines Pioneer Your Insurance Full time ₱400,000 - ₱600,000 per year

DUTIES AND RESPONSIBILITIES:

Policy Issuance

  • Encodes, prints and issues policies and endorsements, based on agreed schedule of benefits, after client's confirmation and receipt of complete data requirements.
  • Maintains an updated database of all members insured under the group policies.
  • Validates and issues individual certificates for newly enrolled members, upon receipt and approval of complete data requirements.
  • Prints renewal notice including detailed plan coverage and schedule of benefits.
  • Issues renewal policies as advised by clients.
  • Maintains file of accounts handled.

Individual Underwriting

  • Reviews all details in the plan member application form including other documents submitted.
  • Screens applications with regard to Body Mass Index (BMI) and presence of record in the Medical Impairment Bureau.
  • Forwards insurance applications that are beyond underwriting authority not within standard rating guidelines and coverage is above Php1M to medical underwriter for further underwriting.
  • Accepts insurance applications that are within standard rating guidelines and within authority limit of Php1M.
  • Maintains log of all applications handled.
  • Maintains strict confidentiality in handling all enrollment applications.

Client Servicing

  • Responds to clients' inquiries regarding policy details, outstanding premiums, status of enrolment applications and endorsements, etc.

Others

  • Orients management trainees and new employees of Affinity Administration or Affinity's processes specifically policy issuance.
  • Participates in the department's action planning and implementation.
  • Takes an active role in the Performance Planning & Appraisal Process (PPA), as prescribed in the PPA Policies & Procedures.
  • Performs other duties as necessary in meeting the objectives/mission of the department and/or as assigned by superior.

JOB SPECIFICATIONS:

  • Graduate of a Bachelor's Degree
  • Proficient in the use of MS 0ffice (Word, Excel, PowerPoint)
  • With strong attention to details
  • Good communication skill
  • Fresh graduates are welcome to apply

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