Job Description (JD)
| Nama Program | Family Takaful And Life Insurance Underwriting [FB-026-4:2014] |
|---|---|
| Kod CU | FB-026-4:2014-C02 |
| Competency | Core |
| Tajuk CU | UNDERWRITING PROPOSAL MANAGEMENT |
| Penerangan CU | Underwriting Proposal Management is the process of monitoring of the pending proposals to ensure efficiency and turnaround time is achieved as part of the service provided to the clients. The person needs to be proactive in ensuring pending proposals are monitored periodically and reminders are sent out on a timely basis. The person who is competent in underwriting proposal management shall be able to prepare prospect proposal management, follow up deferment applications and offer letters, perform applicant’s proposal re-assessment and carry out cancellation process in accordance with organisation underwriting procedures, regulatory and statutory body requirements. The outcome of this competency is to ensure proposals are converted to production income in a timely manner successfully |
| Tempoh Latihan | 300 |
| Objektif Pembelajaran | The outcome of this competency is to ensure proposals are converted to production income in a timely manner successfully. Upon completion of this competency unit, trainees will be able to:- • Prepare prospects proposal management requirements • Follow up deferment proposal • Perform applicant’s proposal reinstatement |
| Pra-Syarat | 0 |