Job Description

Responsibilities

  • Ensure that all tasks are processed within stipulated timelines and according to the operational procedures
  • Check all documentation and ensure it meets requirements.
  • Data-entry of key information such as client and product information, premium amount into system
  • Approve submission in online platform (internal / external system)
  • Archival - Scanning / Verification / Uploading
  • Ensure all scanned documents are indexed correctly.
  • Check and verify all documents and ensure its accuracy during verification.
  • Ensure all documents are uploaded into the correct adviser’s/client’s folder.
  • Prepare, update, upload, archive and send data reports on daily, weekly and monthly frequencies
  • Ensure all information/reports are accurate before disseminating to relevant departments within timeline
  • Prepare and/or participate in User Acceptance Test (UAT) for new system applications (ad-...

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