Main Responsibilities:
- Create DPP/Contract numbers for new business and polices moving from Globalliance to Tradeliner.
- Prepare NBI and Pricing
- Update the policy information in LCS
- Prepare draft policy documents (GA and RTL)
- Sign the policies in LCS and raise Invoices through LCS Application.
- Application form (AF) Individual and monthly - Generate and review with the policy document and LCS system.
- Cofanet access to Brokers/AM’s/Fronters
- Contract Amendments
- Sending Emails to Fronters (China)- Review with the policy document and LCS and sending it to Fronters.
- To Process KYC, UBO and finscan
- Buyer Survey/Limit Lodging
-Check Middle office Tool. – Quote center, Renewal Center and CRM center.
- Providing commercial support to front office teams, for prospects and policy holders within the region.
- Support the commercial team and provide ongoing customer service through adherence to the commercial workflows including documents construction, database management, liaising with the accounts department for invoicing purposes and assisting the Account managers with the management of the renewal process.
- Continued Knowledge Building of technical expertise on Coface Products and Services.
- Liaising with accounts team and commercial team for invoice disputes, enquiries and general day to day task.
- Able to complete a task align to the compliance with the group standard (as per process manuals) and ensure implementation of the latest group standard (as per process manuals)
- Assisting commercial teams on complete KYC process on the policy holders within the APR region.
- Good proficiency in English (Verbal and Written)
Other Requirements:
- Demonstrates proactive attitude Demonstrate ability to complete task accurately and on time with minimum supervision.
- Demonstrates teamwork both with function and across functions to achieve the overall company goals
- Able to understand the problem and effectively communicate the solution to the commercials/customers
- Sound knowledge about the process and guidelines and the requirements of the commercials/ clients
- To pursue continuous improvement by seeking ways to develop products, services or processes for increased efficiency or effectiveness, regardless of where the product, service or process started.
- Strong interpersonal skills and able to work well with all levels across the region
- Provide input to ensure ongoing improvements and developments of existing workflows for the commercial team
- Providing a high level of customer service and care
- Strong Proficiency in MS Outlook
- Solid experience in financial/ insurance industry - Preferred.