Claims Officer (Life)
MetLife
Total years of experience :5 years, 11 Months
• Processing claims (Individual Disability, Critical Illness, GSL- Credit Life, Death, RBP, PA-Personal Accident) Annuity, Travel, Workmen’s Shield, Bank Insurance).
• Investigate and process insurance claims filed by policyholders.
• Interview claimant and witnesses to gather appropriate information.
• Evaluate damages to ascertain compensation amount.
• Consult policy files to verify information reported in a claim.
• Evaluate damages to ascertain compensation amount.
• Consult police and hospital records.
• Consult with physicians to get expert evaluation.
• Record data and statements in report.
• Evaluate all information to determine how claim should be handled.
• Negotiate with claimant to settle claim.
• Work with Legal Department to defend insurer's position is claim is contested.
• Consult PEP (Politically Exposed People) and High Risk Countries before settlement.
• To directly liaise with client and assist client to obtain/verify required CDD(Customer Due Diligence) data / docs
• To ensure CDD docs fulfil retile AML/ CDD Procedures and local requirements for proper AML/CDD control..
• To capture accurate CDD info/ docs into eCDD and other required systems
• Exceptional case follow-up as according to the AML CDD, such as for non-contactable cases.
• To ensure CDD (Customer Due Diligence) Quality assurance is performed on all RM account opening packages and Payroll packages
• Adequate CDD and AML (Anti-money Laundering) measures are deployed in line with the Group and Regulatory requirements
• To ensure workflow is review periodically to improve efficiency and control
• To provide guidance to operational staff in the form of up-to-date procedures/user guides.
Relationship Officer Apr 2010 - Jul 2010
Responsibilities:
• Developing and executing marketing/sales programs and activities to achieve unit sales targets.
• Providing personal financial planning services to customers as well as handle customer enquirers and complaints.
• Submission of weekly and monthly sales figures and projections. Other report, weekly Activity reports.
• Cross-selling of products and referring business opportunities to other units
• Responsible for sales CASA and ensuring that the unit meets its monthly/yearly given sales targets.
• Executing regular sales activities to generate business for the unit.
• Specifically targeting High Value profitable clients with a view to growing the current account deposit base.
• Providing personal financial planning services to customers & dealing with customer enquirers and complaints.
• Ensuring that service standard targets are being met for loan processing, customer response time as well as customer enquirers.
• Recommendation of credit approvals for loan applications
• Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings
• Train and supervise lower-level clerical staff & manage and maintain executives' schedules.
• Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, and/or presentation software.
• Open, sort, and distribute incoming correspondence, including faxes and email.
• File and retrieve corporate documents, records, and reports.
• Greet visitors and determine whether they should be given access to specific individuals. Prepare responses to correspondence containing routine inquiries.
• Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work.
• Prepare agendas and make arrangements for committee, board, and other meetings.
• Make travel arrangements for executives.