RESPONSIBILITIES:
- Fulfil requirements under BSC framework via BSC reviews, customer call surveys, reviews of Mystery Shopping cases, and assignment of quarterly BSC grades to representatives and supervisors.
- Conduct investigations by interviewing with relevant parties such as reps, leaders and clients, obtaining and assessing documentary evidence of alleged misconducts, and providing outcomes of investigations.
- Prepare investigation reports, documenting the investigator’s assessment and recommendations.
- Mete out disciplinary actions in accordance with the Company’s Market Conduct Standards
- Analyse common trends to identify high-risk representations and agencies.
- Conduct portfolio reviews of high-risk representatives (through use of data analysis)
- Provide consult to partners on BSC related matters.
- Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements.
WHAT YOU WILL HAVE:
- Min Diploma
- At least 1 year of insurance sales advisory experience
- Market conduct and/or Balanced Scorecard experience preferred.
- CMFAS 5, 9 and HI certified is a plus.
