Distribution Sales Support Admin (Insurance|Up to $6k)
1 week ago
The Opportunity
This is an exciting opportunity to work for one of the leading financial institutions.
It is an opportunity for an experienced Sa..
The Opportunity
- This is an exciting opportunity to work for one of the leading financial institutions.
- It is an opportunity for an experienced Sales Support Admin Associate to join their team
- This will start off as a 12 months contract
The Job
Channel Administration:
- Conduct validation and appointment exercises in accordance to the business rules.
- Maintain registers of advisers with 3rd party licence
- Administer the coding, cessation, and assignment of policies for all Channels.
- Ensure the accuracy and timely delivery of the BAU, assigned tasks, and ad-hoc assignments.
- Ensure that reports are deliver timely and accurately.
- Review and streamline workflow where applicable.
- Review and update of SOP promptly where applicable.
- Assist and handle enquiries professionally and promptly.
Debt Recovery:
- Execute debt recovery processes promptly & follow through with debt process in accordance to the SOP.
- Prepare the monthly debt recovery update report for management team.
- Manage instalment payment requests from departed advisers.
Annual Fit & Proper Exercise:
- Ensure that the Annual Fit & Proper Exercise process is conducted in accordance to the Fit and Proper framework.
- Collate results and proper reporting conducted for any breach of Fit and proper guidelines by advisers.
- Maintain and update the SOP where applicable
Other Administrative Matters:
- Monthly check on new business submission for suspended advisers
- Monthly Reactivation Exercise
- Administration of Adviser’s Health Benefit and Professional Indemnity entitlement
- Yearly IFPAS and FSMA memberships
The Talent
- Strong Microsoft Office Skills: MS Excel (Pivot Tables, Formula), MS Word, PowerPoint.
- Proficiency in VBA & Insurance industry experience will be an added advantage.
- Great interpersonal skills and enjoy working in a team.
- Strong communication skills (both verbal and written) to interact with stakeholders.
- Meticulous to ensure accuracy of deliverables & good with processes.
- Ability to manage multiple priorities effectively in a fast-paced environment.
- Ability to work effectively under pressure with tight timeline.
Next Steps
- Drop your resume and contact us to follow-up, or send your resume to [email protected]
- Email Topic: Apply Sales Support Admin Associate
- Only shortlisted candidates will be contacted
Cecilia Sim Xin Yang
Personnel Registration No. R22105099
EA Licence No.91C2918
Official account of Jobstore.
