Assistant, New Business (Insurance)

Địa Điểm Làm Việc: Hồ Chí Minh
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Company's policy

Mô Tả Công Việc

 Handle the administration of new business applications using Ingenium and other system applications.
 Review and ensure applications/ member-related information are complete with 100% accuracy and the premium is matching with the illustration/Quotation, seek clarification when needed.
 Arrange for required premiums to be paid, ensure accurate billing and allocation of premium/contribution on the system.
 Correspond with Sales on required policy or member information.
 Prepare application files for hand-over to Underwriters. Correspond with Sales on required underwriting information, as delegated.
 Monitor daily pending applications and ensure follow-up is in order.
 Ensure scanned documents are complete before moving to online storage.
 Report production issues promptly following the Incident Reporting Process.
 Bind policy kit and deliver to branch timely
 Perform other new business functions as assigned, i.e. payment to clinics for medical requirements ensuring the billed amount matches the requirements, policy kit assembly ensuring policy summary details match the system information, processing refunds for reject and cancelled policies, follow-up overdue acknowledgment receipts and update the system for end of free look period upon receipt of valid acknowledgment receipts and file document accordingly, track substandard policies ensuring system details match the policy summary premium amount and Acceptance of Offer, track policies settled over SLV retention limit for reporting to A&P and ensure underwriting cession form is in order.
 Work closely with the Head, New Business and/or Underwriting to identify key new business issues and provide resolutions.
 Investigate and resolve escalated issues or complaints
 Provide training/direction to team members as required
 Maintain quality and standards of organization individual and corporate parts in all areas of concern, i.e., new business, policy issue and delivery, refund, pending cases.
 Manage UAT processes to ensure projects complete timely and good result.
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Yêu Cầu Công Việc

Education and experience
. 2 years working experience at similar positions in Life insurance industry
. University graduate.
. Strong problem solving is required

Địa Điểm Làm Việc

Ho Chi Minh City

Sun Life Vietnam (Sun Life) is a life insurance company with 100% capital from Sun Life Financial – A leading international financial service organization with 155 years of experience from Canada. Sun Life is an established industry pioneer and market leader in pensions for both individual and corporate clients in Vietnam.
At Sun Life, we are driving innovation. Our success depends on looking ahead – remaining at the forefront of product development, embracing technology and responding to new realities.
Working at Sun Life, you’ll be challenged and inspired to be your best, every day. Surrounded by people who recognize your potential and encourage you to flourish, you’ll be rewarded for your contributions as an individual and a group.
At Sun Life, we hire the best and brightest. Are you ready to shine?

Xem toàn bộ thông tin công ty
29th Floor, Vietcombank Tower, 5 Melinh Square, Ben Nghe Ward, District 1, HCMC
100-499 nhân viên
Talent Acquisition Team


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Bằng được công nhận bởi Bộ GD&ĐT Việt Nam do Đại học Nice – Sophia Antipolis (Pháp) cấp có giá trị toàn cầu.

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