Executives

Basic Functions

Essential Functions

• Evaluate incoming requests, interpret necessary information for completing assigned tasks
• Complete data structuring for new business and share with underwriters for Quoting
• Issue policy schedule/documents to broker for new policies and at renewal
• Reviewing terms of the policy to provide support in the decision of policy renewal
• Interact with Underwriters as necessary to complete assigned tasks and take necessary approvals
• Access Workflow Systems for updating work status and assigning work to Underwriter for review
  

Primary Internal Interactions

• AM for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support
• Manager for the purpose of review, feedback, clarification and operations communication
• Agents for the purpose of seeking cooperation & clarification on process-related matters & providing assistance and support when required
• Subject Matter Expert for the purpose of work thread related issues and escalated transactions
• QCA/reviewer for the purpose of feedback and audits
• Trainers for the purpose of Pre-process and Process training
  

Primary External Interactions

• SME / Trainers at the client end for training
• Referral/Exception/ escalation teams at the client end for the purpose of seeking clarifications/required information
  

Skills

Technical Skills

• Proficient with computer systems and software including Microsoft Excel, Outlook and Word
  

Process Specific Skills

• Ability to understand and interpret special instructions
• Responsible to handle high volume of transactions and identify scenarios demanding escalation to supervisor to avoid negative business (process or financial) impact
• Effectively balance quality, timeliness and productivity standards
• Makes decisions in a timely manner; shows good judgment about when to make decisions independently and when to collect more information or involve others
  

Aptitude

• Self-discipline
• Result orientation
• Adaptability
• Strong attention to detail and high numeracy skills
  

Soft Skills

• Good written and verbal communication skills
• Effective comprehension skills
• Ability to multi task, prioritise and manage daily work activities