PBTB | Deputy Manager, Group Life Servicing

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The incumbent is responsible to ensure that all administrative duties for New Business, endorsement and renewal business, handlings calls and enquiries activities are carried out promptly and efficiently in accordance with relevant service standards until customer outcome is delivered.

The incumbent is required to have knowledge of group products (and their features and technicalities) and operational processes to ensure a smooth running flow of overall operations activities. The incumbent is also required to comply with set underwriting guideline and operational procedures in completing all administrative and operational activities.

(1) NEW BUSINESS

• Preparing an advice letter to client upon case secured.
• Ensure all mandatory documents are submitted.
• Update CDD information for AML screening
• Underwrite cases (non-medical within the Group U/w guidelines)
• Preparing the Statement of Assurance, Debit Note, Official receipt, Statement of Account and Policy contract.
• To ensure that the policy issued within the service level agreement.

(2) ENDORSEMENT

• Date Entry of new members details into appropriate excels spreadsheet for premium generations.
• Prepare billing document – Issue Statement of assurance, Debit Note for transaction of adding new member and/or Credit Note for deletion of member transactions
• Ensuring endorsement details are correctly updated in the system as well captured in the statement.  
• Ensuring proper checking of necessary medical requirements before sent.
• Ensuring documents are filed in the structured manner.

(3) RENEWAL BILLING

(i) Renewal Billing issuance

- Update changes in updated member listing

- Prepare debit invoice, cover letter, official receipt & statement of account

  - Verify RB document

(ii) Issue Policy contract, Schedule & Endorsement

(iii) Issue lapsed notice for cancellation or lapsed certificate

(4) CUSTOMER SERVICE

(i) Handling enquiry via incoming calls, walk in customers or emails.
 

(5) Other ad hoc tasks assigned by supervisor

 

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.