Agency Compensation & Administration, Analyst

AIA Hong Kong; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading insurance company in Kuala Lumpur is looking for a Policy Assignment Manager to oversee the end-to-end processing for the Tied Agency Channel. This role requires managing policy assignments for various types of insurance, ensuring accuracy and adherence to guidelines. The ideal candidate has at least 2 years of relevant experience, strong analytical and problem-solving skills, and proficiency in Microsoft Office. This position aims to enhance customer experience and drive retention.

Qualifications

• Minimum 2 years of relevant working experience required.
• Proficient in Microsoft Office Software (Word, Excel, Power Point).
• Good command of English (verbal and written communication).

Responsibilities

• Manage end-to-end policy assignment process for the Tied Agency Channel.
• Perform policy assignment for Conventional, Takaful and General Insurance.
• Ensure accuracy of the policy and agent details uploads.

Skills

Analytical thinking

Communication

Problem-solving

Microsoft Office proficiency

Education

Bachelor's Degree

Job description

Overview

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

Manage the end-to-end policy assignment process for the Tied Agency Channel, with a focus on supporting orphan policy assignment for the Agency Division. The objective is to enhance customer experience and drive policyholder retention through timely and accurate handling of assignments.

• Perform policy assignment for Conventional, Takaful and General Insurance business within expected turnaround time.
• Adhere to policy assignment guidelines for different type of policy assignment as per compensation handbook, SOP, policy assignment checklist and any related policy assignment rules when performing policy assignment.
• Ensure the policy and agent details in the Nastie file upload to Policy Administration Systems is accurate and the completeness checking of policy assignment results.
• Ensure orphan policy assignment to the selected agents as per SOP/manual within the stipulated timeline.
• Perform data analysis on the orphan policy assignment and overall policy assignment, prepare orphan policy assignment and overall policy assignment reports/ insights for Management's reference.
• Handle communication and manage queries/expected responses from key stakeholders.
• Policy exceptional report checking and perform reconciliation on the policy assignment and TCF letter report on regular basis.
• Assist to manage queries and request from e-feedback/ALPP or via email assigned and complete them within expected turnaround time.
• Prepare user requirements/ user story for system enhancement, requirement walkthrough with Agency Technology team and TECH Team.
• Provide different scenario for UAT and perform verification on UAT results and post deployment checks post system enhancement implementation.
• Any agency movement assignment from time to time.

Job Requirements

• Bachelor’s Degree of any field from recognized University with minimum 2 years or working experience in distribution operation.
• Minimum 2 years relevant working experience.
• Proficient in Microsoft Office Software (Word, Excel, Power Point)
• Able to work independently with minimal guidance and monitoring
• Good command in English (verbal and written communication)
• Problem solver with analytical mind.

#LI-DNI

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.