Health Underwriting Senior Executive
Job Purpose
Responsible for ensuring the accuracy and compliance of insurance proposals, managing risk details in the system, calculating premiums, issuing Debit Note, preparing reports, and supporting sales channels and branches. Ensure accurate data entry, compliance, and timely processing of new, renewal, endorsement, and cancellation cases.
Job Description
- Review submitted documents to ensure completeness, accuracy, and compliance before underwriting, achieving ≥90% documentation completeness and completing ≥90% of cases within the agreed TAT.
- Enter and verify risk data into the related systems with ≥90% accuracy.
- Underwrite risks for new, renewal, endorsement, and cancellation cases according to underwriting manuals and internal requirements, maintaining ≥90% underwriting accuracy.
- Ensure 100% follow-up until all required documents are obtained.
- Collect background information and entry risk details into the software system with ≥90% data accuracy, ensuring correct and timely risk registration.
- Calculate premiums for new, renewal, and endorsement cases ensuring accuracy, consistency, and completion within the agreed TAT.
- Submit premium calculations per Delegation of Authority (DOA) and issue debit notes on time, within agreed TAT ≥90% achievement.
- Coordinate with sales channels, branches, and internal departments to collect required insurance information and support technical clarifications, ensuring ≥90% timely resolution of queries.
- Support the handling of debit-note–related complaints and queries in a professional and timely manner.
- Prepare monthly, quarterly, and annual reports (premium, SI, TTR, agent commissions, IBRB, External Audit, Finance reports, etc.) with 100% accuracy and timely submission.
- Generate renewal notice lists and prepare renewal letters for sending them to respective sales channels monthly, completing ≥100% of tasks on time.
- Participating in New Core System testing, data checking, and feedback activities, completing ≥90% of assigned tasks on time.
- Perform manual premium calculations when the system cannot generate results, ensuring ≥90% accuracy and adherence to underwriting guidelines and DOA.
- Raise ITS tickets and coordinate with IT support for system-related issues.
- Provide monthly salary deduction lists to HR and Finance for health and CI staff insurance.
- Perform any other duties assigned by the Manager
Job Requirements
- Undergraduate students, fresh graduates, or candidates holding a bachelor’s degree in a related field.
- Experience in underwriting Personal Lines products.
- Proficiency in English, with fundamental written communication skills.
- Excellent analytical, reporting, and documentation skills.
- Strong communication and coordination abilities across teams and departments.
- Willingness to learn underwriting systems and processes.
- Proficiency in MS Office (Word, Excel, PowerPoint) and in technical software system
Job Details
Job Grade
Senior Assoicate
Department
Operation
Function
Underwriting
Location
Head Office, Yangon