Overview
To provide efficient, timely and accurate sales administrative support to the supervisor and department head/regional heads and to ensure the smooth running of daily operational activities and maintenance of the sales administration records. Plan and support the system enhancement initiatives for improvements.
Responsibilities
- Responsible to verify and update new agent’s appointment.
- Responsible in Agency movement records exercise such as Performance, promotion, resignation and transfer from communication to maintaining records in the system
- Plan and assist with systems enhancements in streamlining manual workflows for operational efficiency
- Responsible in handling the policyholder’s request to change servicing agent, from communication with current and new servicing agent until the process of advice to LAA Dept.
- Responsible in Agency Training Monthly Review exercise, from communication with training department and updating records into system.
- Responsible for Agency Fringe Benefit entitlement listing and the circulation of the fringe benefit email to agency and individual agent. Update the nomination detail in OPUS (if any).
- Responsible to liaise with agencies pertaining to daily pending new business cases under BPM workbench.
- Assist with the administration tasks for the Agency Successor Planning
- Any other duties as and when deemed necessary.
Qualifications
- Possess Diploma / Degree in any discipline. Fresh graduate is encouraged to apply.
- Good communication and interpersonal skill
- Technology savvy and able to pick up knowledge and skills insystem
- Keen in making improvements to processes and finding new ways of working
- Proficiency in MS Office, especially Microsoft Excel
- Good analytical and problem-solving skill
- Proficient in using AI tools such as ChatGPT to simplify work and processes