Overview
Policy Admin Executive Jobs in Quân Phuong Ha Trai, Vietnam at MetLife
Title: Policy Admin Executive
Company: MetLife
Location: Quân Phuong Ha Trai, Vietnam
Summary Of Responsibilities
Provide excellent experience to BIDV MetLife’s customers and sales forces thru policy changes, valuation, premium collection and billings.
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Billings
Principal Responsibilities:
- Check and send Billing Notices (premium notice, premium reminder, lapse notice, APL notice…) to customers as scheduled;
- Validate SMS/Zalo reports before sending to customers;
- Issue and deliver premium due lists to partners and sales team within service TAT.
Premium Collection
- Perform daily consolidation on Collection data file from Bank and System reports to ensure collection data completely matched and coordinate with IT & Accounting to upload premium into system within the timeline;
- Follow-up Auto debit file with Bank to ensure premium is deducted from customer’s bank account properly;
- Manage collectors to ensure collection service is following company’s rules and standards;
- Reconcile premium reports with Accounting team regularly;
- Control suspense aging & related reports;
- Issue and control invoices/receipt as guidelines;
- Prepare the daily/monthly reports related to premium collection as required;
Handle All Transactions Related To The Policy Including
- Valuation requests:
- Check and execute all valuation requests on the system
- Create PV (Payment voucher) and approve PV within authority limits;
- Synthesize PVs from NBU, Claims, PA into General Payment file and send to Accounting Department for authorization.
- Policy reinstatement;
- Policy alteration requests.
System Development/enhancement
- Join in finalizing business requirements for system development/enhancement;
- Prepare test scenarios and perform UAT.
Any Other Assigned Tasks.
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Knowledge/Skills/Competencies Required
- Minimum 3 years of experience in life insurance operations, policy administration, customer service, or other relevant financial services operations;
- Good knowledge of life insurance products, policy servicing processes, premium collection, and policy administration operations;
- Strong analytical and problem-solving skills with attention to detail and accuracy.
- Ability to manage multiple tasks and meet service turnaround time (TAT) requirements.
- Proficient in Microsoft Office applications, familiar with AI tools is preferred;
- Ability to work collaboratively with internal stakeholders, including Sales, Customer Service, Accounting, IT, and Operations teams.
- University/College degree in Insurance, Finance, Banking, Business Administration, Economics, or related fields preferred.
- Preferred and encouraged job holder with AI Readiness, Learning Agility, Digital Mindset
