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Associate, Policy Setup

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Date: Jan 10, 2017

Location: Kuala Lumpur, MY

Company: AIA Careers

Policy setup of EB corporate clients:

  • Setup all new business and renewal policies for medical, term life and comprehensive scheme into Group 400, Life 400 & COMPASS systems
  • Ensure the setup is accurate and arranged according to the benefits sold and within the turnaround time set
  • Responsible for the client maintenance updates, which include CRM, marketing and servicing staff information into system
  • New products - table setup controller and co-ordinate for product codes for both G400 & L400

 

Enquiries / co-coordinator and Training

  • Handle all internal enquiries-related benefits
  • Provide solutions and recommendations including alternative workarounds for complicated benefits setup requested by client
  • Coordinate discussions with sales and other operation units for challenging benefit schedules or new / never been done before benefits
  • Provide regular training to sales and other units on G400 EB Group System and e-GEF workflow system

 

Workflow

  • Verify sales instruction from e-GEFor Case 360 workflow, and check that the rates / benefits sold / plan structure / premium rates / medical and reinsurance arrangements follow guidelines and are correct before proceeding to setup into G400 & L400 Systems
  • Assist in testing to enhance the workflow process through automation and other means

 

 

 

 


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