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Job Description:
The position is responsible for the accurate and timely processing of clearing the deposit amount in outstanding disbursement account, release of benefit payout and RTS check handling.
Job description (heading)
- Review and analyses payments credited to the policy’s/plan’s outstanding disbursement account and prepare CAS request for refund of non-reinstate able and terminated policies. Prepare covering letter for Supervisor’s/Manager's approval.
- Handle replacement of check/staled dated checks as requested by advisors and clients and processes them accordingly.
- Handles preparation of CAS disbursement as requested by clients/agents/other AS units which are already verified valid for disbursement and prepare cover letter.
- Handle review of positive/negative deposit amount in outstanding disbursement and provide immediate resolution including CAS preparation, Collection letter and monitoring.
- Coordinate with other unit such as Finance Reconciliation, Billing and Collection, CSC and other AS units in securing that payment is valid for refund.
- Handle payment of non-policy related transactions.
- Pickup check from Treasury and handle enveloping, matching of check and cover letter with 100% accuracy.
- Handle release of checks on a timely-manner and prepare transmittal according to mailing instruction with coordination to mailroom staff.
- Handle RTS check email advise and bad address tagging following the guidelines and procedure.
- Handle release of different types of payouts within the agreed turn-around-time with 100% accuracy.
- Handle RTS Checking and Policies Changed Bad Address status to Complete Report and BA manual un-tagging report.
- Handles, review and resolves inquiries either through Salesforce, telephone, e-mail, counter and correspondence in a timely, accurate, professional and courteous manner.
- Ensure that service request and all emails both internal and external are acknowledged/replied within the service level agreement.
- Assist other AS unit as may deem necessary.
Preferred skills (heading)
- Graduate of any 4-years course.
- Preferably, at least one (1) year experience in customer service or policy administration.
- Highly analytical with effective oral and written communication skills.
- Must have a good attendance and punctuality records.
- Must be a person with high in stress tolerance.
- Must be responsible with sense of urgency.
- Can work with minimum supervision.
- Can adapt to unexpected demands in workplace – surges in work or unpredictable events.
- Can work quickly.
- Must be willing to report to the office as deem necessary (RTO).
- Willing to render overtime.
Job Category:
Customer Service / Operations
Posting End Date:
30/08/2024
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