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Sun Life Malaysia is seeking a diligent professional to support agent licensing and movement processes within the agency. You will act as a gatekeeper to regulatory guidelines and compliance, while continuously enhancing the system and tools to enable automation and quality control, contributing to overall channel growth.
Key duties include handling agent applications and change requests, managing inquiries, preparing letters, and reviewing processes for improvement to ensure regulatory
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High level summary of this position and how it contributes to the goals/functions of the business, include the authority level (if any)
The role is created to support agent licensing and movement process for agency. Also as a gatekeeper adhering regulatory guidelines & compliance, as well as continuously enhancing the system / digital tools to enable automation and quality control. Support to achieve overall channel objectives for business growth.
High level summary of this position and how it contributes to the goals/functions of the business, include the authority level (if any)
The role is created to support agent licensing and movement process for agency. Also as a gatekeeper adhering regulatory guidelines & compliance, as well as continuously enhancing the system / digital tools to enable automation and quality control. Support to achieve overall channel objectives for business growth.
Handling and monitoring of tasks such as agent application, movement and change request.
To ensure processes done are meeting the benchmark.
Provide support of agency processes in compliance with requirements imposed by company and regulatory bodies.
Conduct screening and detect exceptions of potential business risks which may surface during processing.
Prepare and send of letters including Termination Notice Letter, Warning Letter, Promotion Letter and more.
Manage incoming agency processing enquiries including walk-in, phone enquiry and email.
Review and propose on exception handling processing for management decisions.
Regular review on existing business processes for improvement and ensure compliance to regulatory requirements.
Other administrative task as assigned.
Perform system enhancement, ie user testing
Support process improvement / system control adhering regulatory guidelines
Prepare agency communication or circulars
any other responsibilities as may reasonably be required from time to time
Degree in insurance or takaful business, business admin, HR or related field or an equivalent combination of education and experience.
Min 1 year working experience, especially in Agency Admin or related field is an added advantage.