PHAT DANE

Handle/Oversee Process in Pending Part of New Business:

• Oversee recomplete and reject/refund workflows to ensure smooth operations and meet TAT.
• Streamlined departmental processes by implementing efficient project management systems, enhancing overall team performance.
• Care-taker of DLIS 2.0 digital platform, managing requests for changes or enhancements to improve workflow efficiency.
• Lead customer experience journey projects, including process review, revamp, and UAT performance.
• Lead data warehouse projects, consolidating report requirements for IT team development.
• Control process requests for cancellations through the online portal platform.
• Create paperless project requirements and prepare UAT testing scripts for recomplete applications and submissions, including post-monitoring.
• Produce OCR functions in the DLIS platform, managing requirements, process flow, and post-monitoring.
• In charge of the STP project, producing process flows, creating business requirements for the development team, collaborating with relevant teams, and including post-monitoring.
• Identify operational inefficiencies and implement corrective measures to increase effectiveness.
• Spearhead customer experience journey projects, resulting in increased customer satisfaction.
• Coordinate with other departments for smooth execution.
• Collaborate with cross-functional teams to develop innovative solutions for complex challenges, driving business success through creative problem-solving.
• Coach junior team members, fostering professional growth and improving overall team performance.
• Monitor testing of new products.
• Presenter for training sessions (on board, process update with stakeholder...)
• Provide timely reports on team performance metrics, enabling informed decision-making by upper management.
• Daily recomplete/submission verification as a backup person.
• Deliver productivity reports to EXCO/Management/Internal team/Relevant team.
• Handle other tasks assigned by management.

• Manage and cover post pre-issuance of pending, recomplete, alteration change requests, cancellation, and refund processes
• Verify and ensure completeness of application forms and supporting documents
• Perform policy request issuance and manage incomplete applications
• Handle all types of cancellation requests, rejections, and refunds to FIN team
• Presenter for training sessions (on board, process update with stakeholder...)
• Own project requirements for recomplete application procedures via digital platform
• Involved in project planning for E-submission and digital platforms
• Enhance process flows and digital transformation for better productivity
• In charge of auto-underwriting project which support testing for improve policy issuance effectiveness
• Create auto-issuance flows to improve system capacity and TAT without human intervention
• Identify system enhancements to improve current requirements and prevent risks
• Review and improve current procedures/processes for efficiency
• Support management with data requirements
• Led the digital transformation project, enhancing productivity and reducing manual intervention
• Handle new product testing and develop test case scenarios with relevant team
• Track and produce daily, weekly, and monthly reports
• Other task assign by management
• Promoted to Senior Staff of New Business in 2022

• Perform data entry and verification of new applications
• Verify and ensure completeness of application forms and supporting documents
• Handle request changes after issuance
• Manage all types of cancellation requests, rejections, and refunds
• Monitor packing of policy kits
• Manage received original applications and AL letters
• Oversee policy scanning and uploading
• Manage policy kits material inventory and printing documents
• Ensure timely delivery and follow-up with courier services
• Improved policy scanning and uploading processes, reducing errors
• Track and produce daily, weekly, and monthly reports
• Support new product testing, system enhancement, and reporting
• Other task assign by management
• Recognized as outstanding staff for exceptional performance and contributions

• Follow up with stores and warehouses for stock refill and shipment arrivals
• Compare stock balance in the system with actual stock
• Manage stock in and out balances
• Track products for store refill and sales
• Cut stock hero model
• Conclude reports at the end of events
• Streamlined inventory management processes, reducing discrepancies by 10%
• Successfully managed stock refill and shipment arrivals, ensuring timely availability of products
• Perform other tasks assigned by the manager