Operations Executive (Broking Channel)

Csgroup; Santo Niño 1st; On-site; PHP 279,000 - 446,000; Full time

Job summary

CSGROUP Pte. Ltd. is looking for a committed Operations Support professional to handle policy servicing tasks for intermediaries. You will manage emails, respond on quotations, endorsements, renewals, and related inquiries, while ensuring accuracy across processes.

In this role you will prepare reports, assist underwriting with bond documents, and provide detailed guidance for complex cases. A Diploma with relevant experience and certifications (BCP/PGI/CGI) are required.

Qualifications

• Diploma required with 3–5 years of experience in operations support or policy servicing.
• BCP, PGI, CGI certifications are required.

Responsibilities

• Attend to intermediaries' incoming emails on all aspects and respond to quotation, hold cover policy, endorsement premium, renewal instructions and inquiries.
• For complicated cases, write detailed instructions for colleagues for Business Support department processing.
• Calculate extension premium if required by intermediaries.
• Follow up on hold covered policies, completed WICA forms and outstanding information from intermediaries.
• Review renewal notices with revised terms from the underwriter.
• Prepare and print claims statistics reports.
• Prepare bond approval forms for underwriting review and approval.
• Arrange intermediaries for collection of Bond documents.
• Review LOI and related documents to ensure accurate execution.
• Prepare cash collateral acknowledgment letters.
• Attend to policy issuance inquiries from the Business Support Department.
• Any other duty as instructed by the superior.

Education

Diploma with at least 3-5 years experience in providing operations support/policy servicing

Job description

Responsibilities:

• Attend to intermediaries incoming emails on all aspects. Response to their email pertaining to quotation, hold cover policy, advice/confirm endorsement premium, confirm renewal instruction and all sort of enquiries.
• For complicated cases, write detail instruction for colleagues to rely to Business Support department for processing.
• Calculate extension premium if required by the intermediaries.
• Follow up all hold covered policies, completed WICA forms and outstanding information from intermediaries.
• Review those renewal notices which has invited on revised terms by the underwriter.
• Prepare and print claims statistics reports.
• Prepare bond approval forms for underwriting review and approval.
• Arrange intermediaries for collection of Bond documents.
• Review bond Letters of Indemnity (LOI) and related documents to ensure accurate execution.
• Prepare cash collateral acknowledgement letters.
• Attend to policy issuance enquiries from the Business Support Department.
• Any other duty or assignment as and when instructed by the superior.

Requirements:

• Diploma with at least 3-5 years experience in providing operations support/policy servicing.
• BCP, PGI, CGI certified.

Jerlin Aw Bi Zhi (R1218675) | CSGROUP Pte. Ltd. (25C2702)