POLICY ISSUANCE CLERK

We are looking for a detail-oriented and organized Non-Life Insurance Staff member to handle the accurate and timely issuance of insurance policies, billing statements, endorsements, and certificates. The successful candidate will coordinate with internal departments, agents, and clients to ensure smooth policy processing and compliance with insurance reporting requirements.

Key Responsibilities

• Issue new and renewal policies for Fire Insurance, Comprehensive General Liability (CGL), Private Car, Contractor’s All Risk (CARI), CTPL, and other non-life insurance products.
• Prepare policy schedules, warranties, clauses, endorsements, invoices, billing statements, and insurance certificates.
• Review policy documents to ensure accuracy and completeness before issuance.
• Coordinate with Accounting regarding premium payment confirmation, Documentary Stamp Tax (DST), and Fire Service Tax (FST).
• Coordinate with Marketing and Agents for the delivery of policies to insured clients in soft copy or hard copy.
• Process policy endorsements, including changes in sum insured, mortgagee updates, and policy cancellations.
• Assist with policy reprints, certifications, and resolution of policy issuance errors and client concerns.
• Prepare transmittals and monitor policy releases to clients, banks, and financing companies.
• Prepare daily and monthly policy issuance reports, DST and FST reports, and monthly production reports.
• Assist in audits, inventory of accountable forms, and preparation of annual reports.
• Prepare required reports for the Insurance Commission (IC), including FST payments to the Bureau of Fire Protection, Surety/Bond, and Total Loss claims.
• Prepare LTO validation reports for Accounting to facilitate voucher replenishment.
• Perform other related duties as assigned.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Marketing, Information Technology, or a related field.
• Experience in non-life insurance, policy issuance, or insurance administration is an advantage.
• Proficient in MS Office, PowerPoint, Canva, WPS, and document templates.
• Fast and accurate typing skills with strong attention to detail.
• Able to work under pressure and meet deadlines, especially during renewal season.
• Strong organizational, communication, and coordination skills.

Core Competencies

• Accuracy and Attention to Detail
• Confidentiality and Integrity
• Time Management and Prioritization
• Customer Service Orientation
• Teamwork and Collaboration