JOB SUMMARY
evaluates individual life insurance applications. Approves cases within the set authority limits. Recommends decision / requirements for cases beyond their authority. Ensures that policy and data encoded in the system are accurate and complete. Performs administrative tasks like preparation of report, process refund request /check
preparation including payment to providers for medical expenses incurred on applications with medical requirements
DUTIES AND RESPONSIBILITIES
1.Perform data entry related duties for all lines of businesses.
2. Ensures information encoded in the system are accurate.
3. Perform UW evaluation /assessment for clean cases/non-medical NB applications through Auto- UW up to Non-Medical Authority Limit.
4. Provide administrative support.
• Daily monitoring of NB applications
• Updates on the report status including follow-up of pending requirements
• Coordination of schedule for medical test with our providers.
• Tagging of NTO, INCOMPLETE, POSTPonED and DECLINED
• Process the refund of premium payment for cancelled /rejected paid applications
5. Collaboration with Sales counterparts on how we can assist and improve process and TATs
Etiqa Life and General Assurance Philippines, Inc. or Etiqa Philippines (via AsianLife and General Assurance Corporation) has been in the industry for over 40 years, and has built a solid reputation for fast, prompt and reliable service supported by over 1,400 accredited hospitals and clinics nationwide, with 25,000 doctors, and a 24/7 in-house call center.Etiqa Philippines offers Group Life, Non-Life, and Retail (Individual) products that cater to protection, savings, insurance, and investment needs for various segments in the Philippines. It has a wide range of products, which includes endowment, term, education, investment-linked, and medical insurance for Life while the Non-Life range includes Personal accident, Fire, Motor, Aviation, Fleet Management, and engineering policies. These products are offered and available through multiple distribution channels including Brokers, Agents, Partners, and online via www.etiqa.com.ph as well as Bancassurance partnership with Maybank Philippines.The new Identity of Etiqa Philippines is expected to drive the company’s shift from mainly a Group Insurance provider for the past 40 years, to a Retail Insurance provider and eventually a leading insurance company in the Philippines in years to come.