Associate / Senior Associate, Sales & Policy Operations Support

Associate / Senior Associate, Sales & Policy Operations Support (Based in KL, Malaysia)

Salary Range: RM3,000 – RM4,000 

Responsibilities

Product & Market Intelligence

• Assist Sales Consultants in insurance product illustration comparison.
• Update product comparison template.
• Track insurance product promotion campaign.
• Review & prepare onboarding of new products launched by insurance companies for committee approval.
• Arrange new product training to sales consultants & sales operations team.

Policy Administration

• Ensure prompt preparation & delivery of premium notice to clients.
• Ensure prompt preparation & delivery of policy annual review package to clients.
• Ensure post annual review meetings/status are updated in the system.
• Obtain & update quarterly & annual cash values in the system.
• Work with insurers to ensure effective transfer of required data/documents.
• Prepare specific client’s presentation and policy comparison for client’s meeting.

Personal Administration

• Prepare reports for tracking of sales & review activities.
• Prepare reports for business partners.
• Ensure integrity of data in the system.
• Work on streamlining & automating all operational support processes with the support of technology.
• Create & manage automation tool to increase process efficiency.
• Perform system setting maintenance & User Acceptance Testing.
• Work closely with sales operations team in the group to ensure effective delivery of sales operations support.
• Ensure group service level turnaround is met.

Requirements

• Degree holder in any discipline.
• Good people / relationship skill with Internal & External Stakeholders.
• Highly organized and proactive in fulfilling daily work efficiently.
• Ability to multi-task and work under extreme deadlines.
• Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
• Good interpersonal skill and can work closely with internal stakeholders to improve service turn around & annual review rate.
• Ability to drive efficiency in operational process to shorten the overall service cycle.
• Able to build appropriate rapport & use diplomacy and tact.
• Effectively cope with change.
• Competent in Microsoft Excel/PowerPoint/Word/Adobe Acrobat.
• Proficient in English and Chinese in order to liaise with the Mandarin speaking counterparts.
• Other language ability may be of advantage.
• Min 1-2 years of working experience in shared service operations or customer service preferably in an insurance industry.