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Mô Tả Công Việc
PURPOSE
Developing and deploying initiatives for monitoring and improving sales quality of Partnership Distribution channel.
KEY ACCOUNTAIBILITIES
1. Sales Quality Management
- Develop the action plan and base operating model for driving premium collection and improve sales quality
- Coordinate with Account Head/Account Lead/IFA Sales Head to collaborate with bank & IFA partners to draft additional actions to support K2 enhancement; follow up with Account Head/Account Lead/IFA Sales Head on timely execution of action plans
- Build up toolset to support Sales teams to drive sales quality.
2. Data analytics & reporting
- Develop the suite of reports and dashboard to support sales teams and senior management team to oversee K2 performance
- Adopt K2 propensity model (with support from OPIT) to develop early warning signals of poor K2
- Conduct data analysis on the result of welcome calls, submission calls, etc.; collaborate with relevant departments to implement action plans to improve sales quality
3. Risk mitigation
- Collaborate with relevant departments to identify risks, implement controls to manage these risks, test control effectiveness and report regularly on any risks, incidents or issues relating to partnership sales quality
- Perform onboarding and ongoing Due Diligence for our partners
4.Other tasks assigned by line manager.
Xem toàn bộ Mô Tả Công Việc
Developing and deploying initiatives for monitoring and improving sales quality of Partnership Distribution channel.
KEY ACCOUNTAIBILITIES
1. Sales Quality Management
- Develop the action plan and base operating model for driving premium collection and improve sales quality
- Coordinate with Account Head/Account Lead/IFA Sales Head to collaborate with bank & IFA partners to draft additional actions to support K2 enhancement; follow up with Account Head/Account Lead/IFA Sales Head on timely execution of action plans
- Build up toolset to support Sales teams to drive sales quality.
2. Data analytics & reporting
- Develop the suite of reports and dashboard to support sales teams and senior management team to oversee K2 performance
- Adopt K2 propensity model (with support from OPIT) to develop early warning signals of poor K2
- Conduct data analysis on the result of welcome calls, submission calls, etc.; collaborate with relevant departments to implement action plans to improve sales quality
3. Risk mitigation
- Collaborate with relevant departments to identify risks, implement controls to manage these risks, test control effectiveness and report regularly on any risks, incidents or issues relating to partnership sales quality
- Perform onboarding and ongoing Due Diligence for our partners
4.Other tasks assigned by line manager.
Yêu Cầu Công Việc
QUALIFICATIONS / EXPERIENCE
- Bachelor’s degree, prefer in Economics, Auditing, Statistic or related fields
- Minimum 7 years’ experience in Distribution or Insurance operations with a strong focus on sales quality
- Qualification / Certificate in Life insurance is a plus
KNOWLEDGE & TECHNICAL SKILLS
- Strong understanding of the end-to-end process for the sales and post-sales process for insurance
- To have knowledge of key persistency metrics for assessing K2
- Good data analytics and data story telling
- Strong communication skills to communicate complex topics in an easy-to-understand manner to a wide range of audience
- Bachelor’s degree, prefer in Economics, Auditing, Statistic or related fields
- Minimum 7 years’ experience in Distribution or Insurance operations with a strong focus on sales quality
- Qualification / Certificate in Life insurance is a plus
KNOWLEDGE & TECHNICAL SKILLS
- Strong understanding of the end-to-end process for the sales and post-sales process for insurance
- To have knowledge of key persistency metrics for assessing K2
- Good data analytics and data story telling
- Strong communication skills to communicate complex topics in an easy-to-understand manner to a wide range of audience
Địa Điểm Làm Việc
Tp.Hồ Chí Minh
