Senior Policy Administrator 资深保单管理师
时康管理顾问(上海)有限公司
- 公司规模:少于50人
- 公司性质:外资(欧美)
- 公司行业:保险 医疗/护理/卫生
职位信息
- 发布日期:2016-10-20
- 工作地点:上海-虹口区
- 招聘人数:1人
- 工作经验:2年经验
- 学历要求:本科
- 语言要求:普通话 精通 英语 熟练
- 职位月薪:10000-14999/月
- 职位类别:销售行政专员/助理
职位描述
Responsible for providing our customers with a peerless service experience through the timely and accurate processing of new business, renewals and mid-term adjustments. With a detailed understanding of the operational lifecycle from pre-sales to policy inception and excellent working relationships with our Business Development team, the postholder will provide best-in-class customer service through high-quality correspondence and fulfilment of service promises.
Key duties and responsibilities
Policy Administration:
· Ensure the timely and accurate processing of Individual and Corporate new business applications, renewals, installment invoices and mid-term policy adjustments (MTAs).
· Ensures accuracy while processing data, printing membership cards and policy documents.
· Process applications, modify, update and process existing policies to reflect any change in beneficiary, amount of coverage and change in coverage.
· Maintain records of each policy fulfilment & update KPI
· Conduct sanction checks on Fircosoft and notifies the Compliance team of any possible hits.
· Liaise with underwriters to capture category endorsements, member endorsements on OH+.
· Liaise with Clinical Service to capture exclusions.
· Take responsibility for team participation in UAT; feedback to Systems development team within one week of each new release.
· Monitor each application carefully and notify clinical services team of BMI breach and medical condition declared.
· Examine letters from policyholders, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
· Performs all policy printing functions e.g. membership cards, certificate of insurance, group and individual cover note, group and individual certificate, group and individual employee certificate, etc.
· Understands and adheres to Now Health International’s policy administration procedures.
· Meets task, project and business objectives within prescribed quality and time standards.
· Understands and adheres to KPIs and TATs.
· Continually work to improve Best Practice procedure and standards.
Pre-sales:
· Generate quotes when required.
Compliance and Security
· Take responsibility for establishing and maintaining up-to-date personal awareness of all legislative, regulatory and Company-specific rules, policies and procedures related to performance of the role.
· Ensure consistent compliance with legal, regulatory and Company standards in line with underwriter requirements.
· Pay particular attention to the Company’s Information and Data Security policies when accessing and using all Company systems which may provide access to sensitive information assets, and strive to maintain the highest possible standards of information protection at all times.
· Take individual responsibility for accessing only the systems, records and information required to perform the role. Treat all data contained within those systems in a manner consistent with the Company’s Information and Data Security policies, and in line with the confidentiality clauses provided within the employment contract.
SKILLS KNOWLEDGE AND EXPERIENCE REQUIRED
· Comprehensive experience in an operational customer service delivery environment, preferably within the insurance or financial services sectors.
· Previous Policy Administration experience in the medical insurance industry is desirable. International exposure is preferred but candidates who have been focused on the domestic market will also be considered.
· Experience and a good track record in providing excellent service to people at all levels in a multi-cultural environment.
· Fully conversant with Microsoft Office; experience of using industry specific technology and/or the ability to quickly grasp new systems following training. Previous experience in working with a CRM system whereby all details of the customer, communication and service levels can be maintained and monitored is preferred.
· Strong numerical and analytical skills
· High attention to detail; able to enter large volumes of customer data quickly and accurately.
· Willing to thoroughly learn and understand the plans and policies offered by the company.
· Able to work extended hours on occasions when required.
· Excellent communication skills; business-level written and spoken English is essential.
TRAITS
· Able to manage high volume work load
· Able to sit and work at computer key board for extended periods of time.
· Need to have an eye for detail
职能类别: 销售行政专员/助理
公司介绍
In July 2015, Now Health's investor acquired Best Doctors Insurance, a major medical insurance provider with distribution throughout Latin America, the Caribbean and Canada.
The combination of the two businesses creates one of the largest independent IPMI providers in the world, with 12 sales/service offices, 100,000+ members, 330+ staff and 5,000+ distribution partners.
Our promise to our customers is in our name: 'Now' is clear, innovative and accessible. This means clear, relevant information, easy-to-use online tools and fast service from people who respect your time. Our products are designed to be comprehensive and benefit rich.
Specialties
International health insurance, Expat medical insurance, Global health cover, Worldwide medical coverage
Website: http://www.now-health.com
联系方式
- 公司地址:上班地址:吴淞路218号11楼(地铁12号线国际客运中心站或10号线四川北路站)