Analyst, Finance & Credit Life

This role contributes to the Finance & Credit Life team by managing Credit Life policies, including setup, member data maintenance, billing, and customer communications.

Responsibilities:

• Administer new and existing policies, including enrolments, renewals, and terminations.
• Maintain accurate member records and system databases.
• Configure policy setups with plan details, benefits, premiums, and billing.
• Activate system notifications for new policies and members.
• Prepare and distribute policy documents.
• Conduct User Acceptance Testing (UAT) for new policies and system enhancements.
• Process payments for new and existing members.
• Liaise with banks, brokers, and customers on payment and policy-related matters.
• Respond to enquiries via phone, email, and shared mailboxes.
• Collaborate with cross-functional teams to ensure operational efficiency.
• Prepare and submit Monthly Business Reports (MBR) and Daily Business Reports (DBR).
• Manage premium collections and reconcile payment receipts accurately.
• Upload and manage policy documents in the imaging system.
• Ensure data integrity and compliance with standard operating procedures.
• Handle member feedback and resolve issues professionally.
• Provide administrative support and manage operational tasks.
• Support ad-hoc duties related to policy administration.
• Lead the development and management of tailored Term Life plans for Affinity group members.

Requirements:

• Recognized university degree.
• Insurance knowledge is an advantage.
• Knowledge in MS Office (Excel, Word, and PowerPoint).
• Meticulous, detail-oriented, and good time management skills.
• Good interpersonal, communication, and organizational skills.
• Willingness to work and learn in a fast-paced environment.
• Good team player and ability to work independently.
• Minimum 2 years relevant experience in the insurance industry.