Bancassurance Loan Coordinator
Job Purpose
This role is responsible for the accurate and timely processing of general insurance and bancassurance cases, including coordination with internal teams and partner banks to support policy issuance, renewals, endorsements, debit notes, reporting, data validation, and the handling of exceptions such as refunds, loan drop-offs, and overdue cases, ensuring operational efficiency and a high standard of service for both partner banks and customers
Job Description
- Process daily insurance and bancassurance cases, including policy issuance, endorsements, renewals, and loan drop-offs.
- Track and follow up on overdue policies and renewals.
- Coordinate with Survey, Underwriting, Cashier, Policy, and Retail teams.
- Liaise with partner banks for policy collection and delivery.
- Manage data validation and reporting via SharePoint and Power Apps.
- Follow up on payments, refunds, and exception cases.
- Maintain accurate documentation and records.
- Ensure effective communication and timely issue resolution.
Job Requirements
- Bachelor’s degree
- Higher Quality coordination and communication skills.
- Good knowledge of general insurance products (Motor, Fire, IAR, CAR, etc.) is an advantage
- Good in Microsoft Excel, email communication, and data entry tools (e.g., Power Apps).
- Detail-oriented with good organizational skills.
Job Details
Job Grade
Senior Assoicate
Department
Corporate Partner Channel
Sub-Function
Location
Head Office
