Job Responsibilities:
Administrative & Documentation Support
Collect, compile and organize insurance documents from branches and internal departments.
Scan, file and maintain records in the shared drive for easy retrieval and reference.
Prepare and update transaction records, listings and reports for billing and submission purposes.
Sort and distribute documents to relevant departments and insurance companies.
Assist in preparing batching sheets and supporting documents for billing.
Billing & Data Entry Support
Update insurance transaction information in the system and spreadsheets.
Verify policy details, premiums, and invoices before submission.
Prepare Debit Advice (DA) and Credit Advice (CA) as required.
Support the Finance Department on billing-related matters and account reconciliation enquiries.
Coordination & Customer Service
Liaise with insurance companies and internal departments on documentation and administrative matters.
Assist in following up on outstanding documents and requests from insurers.
Respond to enquiries from branches and internal stakeholders.
Assist with quotation preparation, cover note issuance, and policy-related documentation.
General Administration
Manage filing and record-keeping of policy documents and correspondence.
Handle incoming telephone calls and take messages when required.
Deliver and distribute documents between departments.
Provide administrative support to team members during their absence.
Perform any other duties assigned by management from time to time.