policy assembly admin senior AssociateFWD Group

About FWD Life Insurance
FWD Life Insurance Corporation (FWD Life Insurance) launched its commercial operations in September 2014. As of end-2020, FWD Life Insurance ranks 2nd and 4th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.
FWD Group is a pan-Asian life insurance business with approximately 10 million customers across 10 markets, including some of the fastest growing insurance markets in the world. In the Philippines, FWD has 17 business hubs located in key cities nationwide, with its headquarters in Bonifacio Global City in Taguig.
Established in 2013, FWD is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance.
For more information, please visit .
1
Statistics
Life
2020
Based on Paid-Up Capital
2
Statistics
Life
2020
Based on New Business Annual Premium Equivalent
POSITION OVERVIEW:
The Policy Assembly Admin Senior Associate is responsible in handling sales partner inquiries and other stake holders. The role will also release requested policies of the clients, supervises in-house messengers and monitors policy deliveries by company's partner courier.
KEY RESPONSIBILITIES:
A. Policy Pack Assembly and Dispatch
Print policies saved on shared folder per Quality Assurance staff
Validate the number of saved PDF on shared folder versus the number of printouts
Sort printed policy packs for assembly of two in-house messengers.
Prepares transmittal documents for couriers and update Life Asia system based on the prepared transmittal per policy number
Count the number of delivered, returned policy pack and PAR; should be tallied on what have been dispatched the previous reporting day for messengers.
B. Return-To-Sender (Messenger/ Courier) safekeeping and monitoring
Record Return-To-Sender policy packs in monitoring status
Notify sales partners to include the following: a) reason for undelivered policy packs, b) request for new delivery address or instruction for delivery
C. Handle disposition requests
Handle notification or disposition requests within 24 hours upon receipt of the report
D. Records
Scan physical copies of signed Policy Acknowledgement Receipts received from the courier, messenger, and Branch Executives.
E. Handle New Business policy packs
Handle all inquiries/concerns in the New Business mailbox within the set process guidelines.
Safekeep hardcopies of documents and update Records Management team if documents are ready for archive.
G. Reports/ Monitoring
Monitor and supervise in-house messenger doing Policy Pack Assembly
Monitor partner courier's adherence to SLA
REQUIRED SKILLS AND EXPERIENCE:
Bachelor's Degree in any field.
At least 1 year of work experience in admin support or equivalent.
Experience in working with couriers is an advantage.
Communication: Able to communicate effectively in the English language written and verbal.
Problem Solving: Knows how to analyze and solve a problem at work.
Microsoft Office/ Excel: Knows the basic function of excel. Willing to learn more.
Monitoring Skill: Able to monitor volume and fast-moving transactions that will provide accurate information in reports.
OTHER REQUIRED COMPETENCIES:
Customer Led: Uses feedback to understand customers. Knows who their customers are and acts on feedback from customers regarding satisfaction.
Deliver the vision: Is able to describe what the plans are for own role and how they link to the company vision.
People orientated: Shares and seeks support from team for outcomes, maintains communication and takes personal responsibility for involving key stakeholders
Decision making: Sorts through data and recognizes the most important and relevant facts, evaluates and chooses options by assessing them against the decision criteria.
Market led: Uses relevant market data and is aware of competitor and industry landscape and how FWD differs.
Strategy focused: Prioritizes own activities based on their importance to support the Functions strategy
Cultural alignment: Is able to find relevant information and support within the organization
Drive results: Can explain own KPI's and general role requirements and strives to exceed them.
Privacy Notice
Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.
FWD has partnered with Talocity Instasolutions Private Limited ("Talocity") to manage the initial filtering of candidate's profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to .
When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.
FWD Group

Philippines
Permanent
Full-time