Public Profile

Receive and check customer's document from customer service center
Claim cases assessment
Support customer service staff to solve customer's complaint and request
Training agency and customer service staff about claim process(collect document for claiming, customer service skill)
Conducting investigating activitive if receive death case or case have problem
Contact related organization to get medical report, traffic accident report...
Negotiate with hospital to sign contract for getting further information
Support division to set up process about claim
To detect and prevent the cheating case and then combine marketing division send the warning letter to agency (down bonus or can dismiss...)
Lean Six Sigma (Quality Management)
Perform internal claims audits
Manage customer's claim document
Weekly, monthly reports and presentation
Travel for other investigation

Other duty:

POS – Policy Owner Service
POS daily transaction (Recheck).
Close Process account.
Follow up forge signature.
Filing & storage POS original documents received from SC (after receiving, send email to confirm the quantity of received documents).
Follow up & calculate incentive for CS staff according to the successful cases of surrender persuading.
Send lapsed letter to client (every month)

UW – Underwriting Dept.
Check claim history for new case.
Advise UW about risk area,risk agency.

Support Cathay life parent company investigate claim case about Taiwan people.
Contact hospital get medical document.(medical report)
Contact police get accident report,document related to their Death