Senior Specialist, Agency Operations and Services

Senior Specialist, Agency Operations and Services

Địa Điểm Làm Việc: Hồ Chí Minh
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Mô Tả Công Việc

Job purpose
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%)
Xem toàn bộ Mô Tả Công Việc

Yêu Cầu Công Việc

Specialized knowledge
- 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.

Địa Điểm Làm Việc

Ho Chi Minh City

About Sun Life Vietnam

Sun Life Vietnam (Sun Life) is a life insurance company with 100% capital from Sun Life Financial – A leading international financial service organization with 155 years of experience from Canada. Sun Life is an established industry pioneer and market leader in pensions for both individual and corporate clients in Vietnam.

At Sun Life, we are driving innovation. Our success depends on looking ahead – remaining at the forefront of product development, embracing technology and responding to new realities.

Working at Sun Life, you’ll be challenged and inspired to be your best, every day. Surrounded by people who recognize your potential and encourage you to flourish, you’ll be rewarded for your contributions as an individual and a group.

At Sun Life, we hire the best and brightest. Are you ready to shine?

Xem toàn bộ thông tin công ty
29th Floor, Vietcombank Tower, 5 Melinh Square, Ben Nghe Ward, District 1, HCMC
100-499 nhân viên
Talent Acquisition Team
Chương trình THẠC SĨ QUẢN TRỊ & THƯƠNG MẠI - Chuyên ngành THƯƠNG MẠI QUỐC TẾ | ĐẠI HỌC THĂNG LONG | ĐẠI HỌC CÔTE D’AZUR (PHÁP)

Chương trình THẠC SĨ QUẢN TRỊ & THƯƠNG MẠI - Chuyên ngành THƯƠNG MẠI QUỐC TẾ | ĐẠI HỌC THĂNG LONG | ĐẠI HỌC CÔTE D’AZUR (PHÁP)

Bằng Thạc sỹ chính quy quốc tế từ Pháp, được bộ GD-ĐT VN công nhận

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Gia nhập cộng đồng Alumni (Doanh nhân, Chủ doanh nghiệp nhiều lĩnh vực)