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Expert, Quality Assurance Distribution Support (Life Insurance Project)

Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank)

Địa điểm làm việc: Hà Nội

Hết hạn: 02/08/2025

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Giới thiệu công ty

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Job Purpose

The Expert, Distribution Administration and Support will play a crucial role in setting up and managing the administrative and operational support for all distribution channels in a newly established life insurance company. This role will focus on developing and implementing processes for agent licensing, contracting, compensation management, sales performance tracking, and ensuring compliance with regulatory requirements. The role will work closely with bancassurance and agency teams, Techcombank, IT, and external partners to ensure seamless and efficient distribution operations, while also enhancing sales support functions to drive business growth.

Key Accountabilities (1)

Distribution Administration & Operational Setup

- Develop and implement Standard Operating Procedures (SOPs) for managing distribution administration across all sales channels.

- Ensure efficient onboarding, licensing, and contracting of sales agents, insurance specialists, and bancassurance teams.

- Work with IT to implement systems for agent management, sales tracking, and performance monitoring.

- Ensure alignment of distribution operations with business goals and regulatory requirements.

Sales Support & Channel Enablement

- Develop and oversee support structures that enable distribution teams to operate effectively, including training, tools, and reporting.

- Work closely with bancassurance and agency leadership to streamline business processes, optimize sales workflows, and enhance sales productivity.

- Implement and manage digital tools, CRM systems, and lead management platforms to enhance sales support.

Compensation & Incentive Management

- Develop and manage the commission structures, incentive programs, and performance rewards for sales teams.

- Work with Finance and IT to ensure accurate and timely compensation payouts through automated systems.

- Monitor and analyze compensation effectiveness, making recommendations for improvements to drive performance.

Key Accountabilities (2)

Compliance & Regulatory Adherence

- Ensure compliance with all regulatory requirements related to distribution administration, agent licensing, and reporting.

- Work with legal and compliance teams to maintain up-to-date documentation and ensure distribution operations meet industry standards.

- Monitor regulatory changes and assess their impact on distribution processes, ensuring timely implementation of necessary adjustments.

Collaboration with IT & Digital Transformation

- Define business requirements for IT teams to develop digital platforms for agent onboarding, contract management, and performance tracking.

- Work with Techcombank's IT and digital teams to ensure seamless integration of bancassurance sales support systems.

- Support the automation of administrative processes to enhance efficiency and reduce manual workload.

Key Accountabilities (3)

Stakeholder & Third-Party Engagement

- Engage with external training providers, professional licensing bodies, and technology partners to enhance distribution administration capabilities.

- Work closely with marketing and branding teams to support sales campaigns and communication initiatives for distribution teams.

- Manage relationships with third-party service providers supporting sales administration functions.

Performance Monitoring & Continuous Improvement

- Develop key performance indicators (KPIs) to track the efficiency and effectiveness of distribution administration and support functions.

- Analyze sales performance data to provide insights that drive improvements in agent productivity and sales effectiveness.

- Continuously review and optimize operational processes to enhance distribution efficiency and effectiveness

Success Profile - Qualification and Experiences

Education

- Bachelor's or Master's degree in Business Administration, Finance, Insurance, or a related field.

Experience

- Minimum of 7-10 years of experience in life insurance distribution operations, sales administration, or related roles.

- Proven experience in setting up and managing agent licensing, contracting, and sales administration processes.

- Strong background in managing compensation, commission structures, and performance incentive programs.

- Experience working with IT teams to implement digital tools and automation solutions for distribution operations.

- Familiarity with bancassurance and agency distribution models in the life insurance industry.

Skills & Competencies

- Distribution Administration & Operations - Strong expertise in managing sales administration, agent onboarding, and distribution support functions.

- Regulatory & Compliance Knowledge - Deep understanding of insurance distribution regulations, licensing, and reporting requirements.

- Compensation & Performance Management - Experience in designing and implementing commission structures and incentive programs.

- IT & System Implementation - Ability to work with IT teams to develop and integrate digital solutions for distribution management.

- Stakeholder & Vendor Management - Strong collaboration skills with distribution teams, regulators, and third-party service providers.

Personal Attributes

- Detail-Oriented & Analytical - Strong ability to analyze sales performance data and optimize administrative processes.

- Proactive & Solution-Oriented - Capable of identifying operational challenges and implementing process improvements.

- Customer & Sales-Focused - Ensures that sales support functions enhance the effectiveness of distribution teams.

- Leadership & Initiative - Capable of leading distribution administration teams and driving operational efficiency.

- Collaborative & Business-Focused - Works effectively with internal teams, Techcombank, and external partners.

Thông tin chung

Ngày hết hạn: [protected info]
Thu nhập: Thỏa thuận

Giới thiệu công ty Xem trang công ty

Được thành lập năm 1993 với hội sở chính đặt tại Hà Nội, Techcombank là một trong những ngân hàng TMCP lớn nhất Việt Nam và một trong những ngân hàng hàng đầu ở Châu Á. Tới nay Techcombank phát triển với hơn 13,000 nhân viên và hơn 300 chi nhánh trên toàn quốc.

Trong những năm trở lại đây, Techcombank liên tiếp được vinh danh tại các giải thưởng được ...

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Trên 10.000 nhân viên

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