Ronnie Chan

To obtain the position that suits to my abilities, to further develop my knowledge, skills, establish professionalism, competitiveness and gain experience about the fast-growing industry of your company.

POLICY ADMIN ASSOCIATE I - COCOGEN INSURANCE INC.

(2023-06)

• Performs a Team leader role in handling, guiding and training team members.
• Handles issuance of new and renewal business of Motorcar, Fire, Cari, CGL and Manual issuance.
• Prepares reports submitted to Motor Underwriting (Trip Sagip enrollees).
• Prepares reports submitted to Supervisor (TAT).

PROCESSOR - COCOGEN INSURANCE INC.

(2017-07 - 2023-06)

• Handles issuance of new and renewal business of Motorcar, Fire, Cari, CGL and Manual issuance.
• Compliance and Review: Ensure that all issued policies comply with the company's underwriting guidelines. This includes reviewing accounts for the completeness of customer information and requirements (e.g., Know Your Customer (KYC) requirements, premium payments).
• Monitor policy renewals, conversion of quotations, and delivery of policy documents within committed turn-around-times (TAT).

PROCESSOR - PRUDENTIAL GUARANTEE ASSURANCE

(2015-06 - 2017-06)

• Encoding of Insurance Policies and Endorsements.
• Evaluating policies before undergo to processing issuance
• Endorsement of mailing address and reference number
• Study the previous insurance of the client if there is outstanding balance or claims to be verify
• Requesting permission to process new business through email, and confirming permission and commission rate to proceed