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Assistant Level 1 - Insurance
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Job Details
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The Assistant Level 1 – Insurance is responsible for efficiently handling insurance‑related activities within the Insurance Team, supporting a smooth and well‑managed claims journey for stakeholders. The role focuses on delivering quality customer service, handling complaints, and providing technical and product support in response to insurance‑related queries. A sound understanding of insurance products and processes is required to carry out assigned responsibilities effectively.
Profile
Responsibility
- Review and manage new insurance requests created at counters through eForms and Daily SSRS reports, distinguishing between new and existing cases.
- Compile required documentation, prepare payment sheets, upload documents to the MUA Drive, circulate listings by email, and upload records to SharePoint.
- Compile validated claims and submit them to the reporting line for approval before forwarding to Processing; update SharePoint accordingly and prepare write‑offs and unflag agreements on ELAN.
- Contact customers for pending claims to request missing documents, explain submission requirements, and update SharePoint with the appropriate claim status for follow‑up.
- Collaborate with Collections & Recovery to engage customers with long‑outstanding claims, supporting agreement rescheduling and document submission.
- Manually review newly submitted claim documents at counters for pending cases where eForms requests are not automatically generated.
- Adhere to prescribed Service Level Agreements (SLAs) when resolving claims, after-sales service matters, and customer complaints.
- Apply a consistent and professional approach when carrying out assigned duties.
- Strive to deliver a positive and seamless claims journey for customers, in line with defined KPIs.
- Work collaboratively as an effective team member.
- Perform any other related duties required within the Business Unit.
Profile
- Minimum qualification of HSC
- CII Foundation courses, insurance‑related studies, or a certificate in Management, Business, or a related field would be an advantage
- Basic knowledge of insurance concepts or the ability and willingness to build insurance domain knowledge
- 1–2 years of experience in an insurance environment would be an advantage
- Exposure to underwriting and/or claims handling in General (Short‑Term) Insurance and/or Life Assurance
- Excellent written and verbal communication skills in English and French
- Strong listening and interpersonal skills
- Proficient in IT applications, including Microsoft Office
About the Company
Cim Financial Services Ltd
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