To process daily activities as per the agreed process including policy creation, amendments, member uploads, E-Cards release…etc.
Continuous process review with regards to policy & endorsement management and suggest improvement when required in order to enhance efficiency and achieve Client satisfaction.
Key Performance Indicators:
Quality of collected data – scrutinize data and conduct preliminary checks on all information gathered from clients as it is the starting point of the whole process.
Productivity - Emphasize getting the new policy processed in the system as per yearly set target during the year and set high standards for productivity.
Turnaround Time (TAT) Complete the policies/endorsements process and computations as per yearly set target for standard and sub-standard benefit deviations (subject to group size and number of deviations from standard benefits etc.).
Key Accountabilities
Process daily activities in accordance with established protocols, including policy creation, amendments, member uploads, and E-Card releases.
Conduct ongoing reviews of processes related to policy and endorsement management, suggesting enhancements to improve efficiency and achieve client satisfaction.
Scrutinize data and perform preliminary checks on all information collected from clients, as this serves as the foundation of the entire process.
Prioritize the timely processing of new policies within the system, adhering to annual targets and maintaining high productivity standards.
Complete the policies and endorsements process, including computations, in alignment with annual targets for both standard and sub-standard benefit deviations, considering group size and the number of deviations from standard benefits.
Ensure that enrollments and policy issuances are executed within agreed-upon turnaround times.
Maintain the highest quality standards by regularly updating policies and procedures, ensuring their proper application.
Foster strong relationships and alignment with other departments, providing necessary support as required.
Communication & Working Relationships Internal
Cooperate and support other internal departments as applicable External.
Maintain solid business relationships with PIC’s and other business partners as applicable.
