Overview of tasks
1. Receive assignment & Open File
a) To open investigation file by using designated investigation file cover and fill up the necessary file cover details with complete documentations or documents in hand for new assignment.
b) Follow up assignments- upon further instruction from the TPBI to proceed with investigations basing on existing documents.
2. Study File
a) To prepare the necessary ground works by scrutinizing all relevant documents prior to commencing an investigation task, e.g.
b) Evaluate documents, conduct desk investigations and prepare action plans for field investigation.
c) To have a discussion with the executive in charge for better understanding on the case assigned.
d) To obtain specific directions on areas of investigation TPBI claims expects on case to case basis.
3. Discuss with Claims Department
a) To have a discussion with the executive in charge for better understanding on the case assigned.
b) To obtain specific directions on areas of investigation TPBI claims expects on case to case basis.
4. Perform Investigation
a) To make arrangement to conduct interview with relevant parties (e.g. insured, custodian, agent, witness, employer, workshop others
b) To conduct site enquiry, independent enquiry to firm up ground for claims decision making
c) To take photos on various aspect and supporting facts in establishing a case.
d) To obtain relevant documentation e.g. police outcome, police reports, JPJ search, medical reports and others
e) To observe and act on other aspect that may arise in the course of investigation
5. Update minutes in investigation file
a) To update diary on every effort made in attending to a case in details narration. This copy is attached to the investigation file. A continuation sheet would be used if necessary.
b) Attending investigator is to update minutes in the investigation file
6. Draft update report
a) Investigator to submit draft report either by e-mail or hardcopy for evaluation and editing by their respective team leaders –[FMU]
7. Unit head to review
a) Finalised report is forwarded to the Unit Head for review, approval & Submission
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