Lead - Business Support & Admin

This position will report to the Head of Agency & FA Operations to lead a team in finding solutions to processes in supporting business, project & system management and to oversee the day-to-day administration matters of our Financial Representatives.

Key Responsibilities:

1. Lifecycle Management: Oversee the administration of the salesforce which includes movement such as transfer, promotion & demotion, leave of absence, change of servicing agents and update of particulars of the financial representatives.
2. System Access Management: Oversee all the systems’ periodic user access review and management of the department system access. Be accountable for the user access granting of department shared folders, DCMS and FPMS.
3. Audit, Risk & Compliance Management: Responsible for the Regulatory reporting, Risk & Control Self-Assessment (“RCSA”) and Compliance Requirement Self-Assessment (“CRSA”).
4. System Solutioning & UAT: Take lead in all system enablement projects & support for the department and play the role of UAT manager for the department. Be accountable for the end-to-end deliverables of the initiatives/enhancements to be implemented within the committed timeline periodic review of the department and support on the internal audit coordination with the various teams.
5. Transformation & Process Improvement: Oversee the review of the current business processes to identify inefficiencies & any potential control gaps; recommend appropriate solutions, control and areas for improvement. Understand the various systems across the different sections within the department and be able to propose solutions/advice for system implementation.
6. Process Re-engineering: Re-engineer the end-to-end process to streamline the various functions of the department. Propose and implement possible automation processes which will increase the productivity and efficiency of the department.
7. Coordinator of Department SOPs & Guidelines: Collaborate with the stakeholders to create the detailed Standard Operating Procedures (SOPs), process flowchart and relevant guidelines.
8. Data Analytic & Reporting: Oversee the regulatory reporting and data analytics of salesforce (such as sales performance, compensation, lifecycle movement, etc.) using Tableau.

Minimum Requirements:

1. Possess a Degree in IT/ Business/ Finance related studies.
2. Relevant work experience in the insurance industry for at least 8 years, preferably with 5 years of managerial experience.
3. Experienced in process improvement, project management, system implementation projects, and User Acceptance Testing.
4. Good knowledge in MS Office Applications (Excel, Word, & Powerpoint).
5. Good communication and interpersonal skills.
6. Strong project management and organisational skills.
7. Able to manage stress and work under tight timelines.