Premium Associate
MANULIFE BUSINESS PROCESSING SERVICES
Total years of experience :5 years, 10 Months
• Review, analyze, interpret and validate non-complex billing.
• Gather applicable data, calculate, prepare and complete accounting which includes Journal Entries
• Summarize, adjust and balance and client premium statements and payments using excel to ensure accurate input on the administration systems.
• Allocate client premium payments accurately and in a timely manner on the applicable administration systems
• Support suspense management and all financial reporting and investigation processes which may include providing direction on coding of adjustments and/or completion of required coding on applicable admin system/s
• Validate premiums in preparation for client renewals
• Interact with the Client, Underwriters, RGO’s and other CFS Staff to understand the client’s requirements or to resolve any billing/payment related issues including outstanding payment, billing issues
• Processing application forms for group customers
• Processing amendments to group policies (additions and cancellations of employees)
• Ensuring that all documents are in order and saved in the client folders
• Ensuring that our system is constantly updated and in order (contact details, endorsements, policy details, policy numbers, etc.).
• Ensuring that the Medical Admin page is always updated in order and that follow ups are done regularly.
• Ensuring that Census lists are regularly and constantly updated and always in order.
• Responding to customers emails and call timely and providing accurate information
• Ensuring that policy packs are received in time, double checked for errors and sent to the customers in a timely manner.
• Assist in managing colleagues' follow ups and daily responsibilities on their absence to provide uninterrupted service to our clients.
• Manage assigned groups’ day to day queries
• Handle benefit questions, claims queries, midyear assistance, etc.
• Respond to customer’s emails timely and providing accurate information.
• Backroom support and central coordination function with the Business Development Manager
• Assists the Business Development of Life and Non-Life life (Motorcar, Fire, Bonds, Marine Cargo & Hull, Casualty) insurance Sales
• Develops and maintains company existing accounts/clients
• Visiting clients and personally present and discuss to them our proposals
• Receives request for Policy issuance to Insurers from Account Management Group partners
• Entertains inquiries and concerns from customer through telephone
• Organizes files and sets schedules
• Prepares proposals and data gathering
• Sends proposals to clients
• Reviews the policy once arrived
• Updated policy tracking and dispatch
• Handle claims of insurance
-Tracking all incoming and outgoing claims documents including files of receiving copy
-Conduct initial review/evaluation of claims documents submitted by clients
-Ensures settlement and release of claim check to client with approved and acceptable turnaround time
-Attend client claims query.
• Work as an Operation Group Staff
-Input details in the system for billing generation
-Dispatch the Policy together with the Billing statement
-Follow-up Policy from Insurance Providers
-File policies
• Also, handles credit and collection.
Dean’s Lister (2011-2012) Dean’s Lister (2012-2013)