Customer Service Executive (New Business Associate)

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Customer Service Executive (New Business Associate)

Principal responsibilities

Preparation of Counter Offer Letter

• Manual preparation of counter offer letters across all plan types
• Usage of RPA tools to generate counter offer letter
• Ensure accurate and timely sending of checked counter offer letters to financial consultant

Email/Queries clearance

• Clear emails from internal and external customers and distributors on a daily basis
• Provide support on New Business related queries
• Forward emails to respective staff for follow up action

Issuance of policies

• Checking completeness of documents submitted and any other outstanding requirements
• Checking and verification of the data captured
• Liaising with payments team for premium related queries
• Send cases for CPF deduction after verification

Freelook Processing

• Handle and process freelook request in the system
• Liaise with advisers/client on outstanding requirements
• Calculate and verify freelook amount
• Preparation of freelook letters

Medical Reports/Bills handling

• Prepares request to hospitals/clinics to request for medical reports
• Medical report sharing with other insurers
• Send chasers and reminders on outstanding medical reports
• Consolidate and record medical bills received
• Verify individual medical reports billing and prepare a file to finance to reconcile the payout
• Report to management on the total payout on a monthly basis
• Liaise with cashiers on cheque preparation

To provide any other day-to-day operations support assigned by supervisor

• Processing and letter preparation of refunds for NTU/Withdrawn/Postponed/Declined letters
• Running system reports on a daily basis
• Trouble shooting of issues/error cases
• Assisting in any adhoc projects/system enhancements