AXA

Business Support Executive, Kuching Branch

AXA
Full Time
Quarry Bay
Non-specified
Junior (less than 3 years)
Higher Diploma / Foundation Year / Associate Degree
English

Technical Skills

  • Anti Money Laundering (AML)
  • Audit
  • Credit Analysis
  • Microsoft Excel
  • Microsoft Word
  • Relationship Management
  • Sales
  • Technical Support
  • Underwriting

Job Description

Business Support Executive, Kuching Branch

Location: MALAYSIA-SARAWAK-KUCHING

 JOB SUMMARY


 

1.

Reporting to the Branch Administrator, the successful candidate will be responsible to provide support in ensuring Branch Target are achieve. This includes both Marketing Support & Administrative Support. The role is not limited to conduct relationship management with marketer’s agent as additional point of contact and to provide technical support, to Track & Follow up with Head Office Claim Department on claim status / Merimem system on claim issues, interaction with clients at Customer Service Desk for walk-in and phone (complaints, quotations, enquiries)

 KEY RESPONSIBILITIES

1.

Direct Sales Engagement & Agency Support

·         Interaction with clients at customer service desk for walk-in and phone (complains, quotations, enquiries)

·         To ensure achieved cross selling target

·         Assist agents from time to time.

·         To assist broker in their on and off site counter from time to time.

·         Coordinate with BOAM for agency administration such as recruitment/ CPD point / training

·         Provide guidance to agents such as underwriting and product knowledge

2.

Sales Business Support

·         Check daily STP failures report and provide summary report to Branch Administrator

·         To handle branch underwriting work and ensure compliance with regulations and audit actions – e.g. Underwriting guidelines & AML, Treaty Retention & accumulation (handled by BM / Marketers at Branch without Underwriters)

·         Conduct proposal review, Underwriting analysis in accordance with Underwriting guidelines

·         Work with Business Sales support to follow up on outstanding supporting documents from agents

·         Conduct policy issuance checks – checking AS 400 for their enforce status

·         Underwriting referrals and approval in FLAS as per underwriting guide. To refer to HQ Underwriters if above branch authority.

·         Process cancellation & non NB endorsements for non-motor

·         NCD adjustments and motor endorsements & cancellations

·         To monitor sorted policies are send to respective  agents / insured

·         Responding to queries and complaints immediately

·         Monitoring of processing and sorting of all policies

·         To ensure all brochures, proposal forms and policies jackets are sufficient at all time.

3.

Claims Process & Support

·         Assist in claim registration in AS400

·         Provide checklist for claim documents required to direct customers / agents

·         Provide value added customer service to agents / clients with regard claim handling matters

·         Notifying claim by email to HQ and register claim, follow up on docs from agents / insured and submit claims docs to HQ, whilst ensuring that documents are complete.

·         Once documents are complete, to follow-up with HQ for approval and payment.

4.

Pre-sales control

·         Always willingly / standby at helpdesk for e-cover note issuance for customers / agents

5.

Credit Control

·         Assist in monitoring of CBC compliance daily

·         Follow-up in unpaid cover note and monitoring of CBC closely

·         To monitor and follow up on agents CBC  and premium warranty to ensure they comply with CBC regulation

·         To ensure all payment refund / miscellaneous are done correctly.

Qualifications

MINIMUM QUALIFICATIONS

Education

·         SPM or GCE ‘O’ Level (or Higher) in any discipline

·         Diploma (or specialized vocational training in any related discipline

PROFESSIONAL

(i.e. insurance / accounting, etc.)

·         AMII, ACII

·         ACCA, CPA, CA, MIA

MINIMUM YEARS OF EXPERIENCE

Minimum of 1 year relevant experience, within similar capacity & role

SKILLS

(i.e. language, IT software, etc.)

·   Basic computer operating

·   Good Knowledge in Microsoft Word / Excel

PERSONAL QUALITIES

·         Able to communicate with all levels

·         Able to work independent

OTHER REQUIREMENTS

Ambitious, driven, accountable and proactive at work



Professional Qualifications

  • Certified Public Accountant (HKICPA)
  • Chartered Certified Accountant (ACCA)
  • Associate of Chartered Insurance Institute (ACII)