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Job Description:

Job description

The position is responsible for the accurate and timely processing of clearing the deposit amount in outstanding disbursement account, release of benefit payout and RTS check handling.

Major Accountabilities

• Review and analyze payments credited to the policy’s/plan’s outstanding disbursement account and prepare FIS request for refund of non-reinstate able and terminated policies.  Prepare covering letter for Supervisor’s/Manager's approval.  

• Handle replacement of check/staled dated checks as requested by advisors and clients and processes them accordingly.
• Handles preparation of FIS disbursement as requested by clients/agents/other AS units which are already verified valid for disbursement and prepare cover letter.
• Handle review of positive/negative deposit amount in outstanding disbursement and provide immediate resolution including CAS preparation, Collection letter and monitoring.
• Coordinate with other unit such as Finance Reconciliation, Billing and Collection, CSC and other AS units in securing that payment is valid for refund. 
• Handle payment of non-policy related transactions. 
• Pickup check from Treasury and handle enveloping, matching of check and cover letter with 100% accuracy.
• Handle release of checks on a timely-manner and prepare transmittal according to mailing instruction with coordination to mailroom staff.
• Handle RTS check email advise and bad address tagging following the guidelines and procedure.
• Handle review and release of different types of payouts within the agreed turn-around-time with 100% accuracy.
• Handle RTS Checking and Policies Changed Bad Address status to Complete Report and BA manual un-tagging report.
• Handle various disbursement related projects/UAT such as systems enhancement and process improvement initiatives.
• Handle documentation/review of procedures.
• Handles, review and resolves inquiries either through Salesforce, telephone, e-mail, counter and correspondence in a timely, accurate, professional and courteous manner. 
• Ensure that service request and all emails both internal and external are acknowledged/replied within the service level agreement.
• Assist other AS unit as may deem necessary.

Preferred skills

• Knowledge of Life insurance (Traditional and VUL) and Pre-need products.
• Knowledge of following systems: Ingenium, Prism, LGS, WMS, FIS , Salesforce and other windows applications.
• Knowledge of existing processes and procedures and business practices.

Qualifications

• Graduate of any 4-years course.
• At least one (1) year experience in customer service or policy administration.
• Highly analytical with effective oral and written communication skills.
• Detail-Oriented
• Must have a good attendance and punctuality records.
• Must be a person with high stress tolerance.
• Must be responsible with sense of urgency.
• Can work with minimum supervision.
• Can adapt to unexpected demands in workplace – surges in work or unpredictable events.
• Can work quickly.
• Must be willing to report to the office as deem necessary (RTO).
• Willing to render overtime.

Job Category:

Customer Service / Operations

Posting End Date:

29/04/2025