Attend to queries from distribution’s representatives and inter-departmental.
Documentation for reporting purposes (Coaching / Meeting / Joint field work) is managed to ensure accuracy, quality output, and adherence to regulatory requirements.
Providing support to the business development team and the agency force in administrative and business support.
Monitoring of agency KPIs – accuracy, tracking and reporting
Adherence to regulatory and internal guidelines for processing functions
Assist in driving and promoting agency incentives and initiatives.
Support the business development team by organising and minuting the monthly agency leaders' meeting and briefing.
General Administration
Distribute and maintain proper records of all agency documents (i.e. coaching form, monthly meeting form)
Track the completion rate of individual agency representative monitoring documentation (Enhance monitoring requirements)
Scan, index and maintain all received documentation in the Representatives’ folders.
Management and dissemination of providers’ announcements/updates
Perform ad-hoc tasks as and when assigned
Systems
Participation in system enhancement activities
Provision and review of system requirements
Performing User Acceptance Testing (UAT) for the changes implementation and issue logs raised
Work closely with cross-functional teams to process interdependent functions.
Requirements:
Minimum Diploma with at least 3 to 4 years of experience, preferably in Agency Business support or channel distribution.
Possesses a meticulous nature and is good at tracking and monitoring multiple records.
Able to adapt to a rapidly changing environment
Energetic and Enthusiastic
Good understanding of insurance (rules and regulations)
Proficient in MS Office, MS Excel and MS PowerPoint
