Senior Specialist, Agency Operations and Services

SUN LIFE VIETNAM (SUN LIFE)

Địa điểm làm việc: Hồ Chí Minh

Hết hạn: 03/05/2023

Chi tiết công việc
Giới thiệu công ty

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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%)

Yêu cầu

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.

Quyền lợi

Company's Policy

Thông tin khác

Ngày Đăng Tuyển
[protected info]
Cấp Bậc
Nhân viên
Ngành Nghề
Bảo hiểm
, Ngân hàng
, Tài chính/Đầu tư
Kỹ Năng
Negotiation Abilities, System, Communication, Insurance, Operation System
Ngôn Ngữ Trình Bày Hồ Sơ
Bất kỳ