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Mô Tả Công Việc
Job holder is responsible for execution process of agency movement:
1. Execution process of agency movement Appointment of Agency Manager (AM)/ Demotion/ promotion/termination/ Team moving/ structure adjustment
2. GA office set up
3. Changing the financial advisor for insurance policy (OPM & Request from Policy Owner)
4. Process improvement & System enhancement
5. Project Monitoring
6. Other distribution admin tasks
Major accountabilities
1. Check agent’s/manager’s documents and execute process of AM recruitment/promotion, provide instruction and support to AD+ during AM recruitment/ promotion process, GA office set up. (50%)
2. Check & correct sales structure in monthly basic & Handle exceptional cases related to agency movement (15%)
3. Manage, storage & scanning agent manager’s contract, agent’s documents (5%)
4. Participate in process improvement, system enhancement & project management (20%)
5. Marking report as requested (5%)
6. Other tasks as assigned (5%)
Yêu Cầu Công Việc
- Communication, presentation, negotiation and problem solving
- Logical & analytic, service oriented
- Able to work under high pressure and willing to work overtime.
- Multitask
- Insurance knowledge/experience (LOMA is preferable)
- Computer skills (Microsoft Office) : Word, PowerPoint, Excel, Access (preferred)
- Speak and write in English
- Logical thinking and analysis ability
- Strong collaboration
Problem solving
- Clear understanding of recruitment and department’s objectives to provide specific recommendations and solutions to achieve Agency’s recruitment strategic plans
Education:
- College (university degree is preferred), preferably in Economics/ Finance/ Business Administration
Experience:
- Insurance Experience.
- Distribution administration experience (especially in agency movement & system implementation)
- Project/ system enhancement experience
Communication scope
- Regular interaction with AD+, DTD to execute agency appointment, induction.
- Co-work with related departments – F&A, Ops, IT, Planning, Quality Assurance, Audit, Legal, Compliance to assure sale quality and provide best service/support to Sale force.