Executive, Agency Admin (Contract)
Sun Life
Job Purpose
High level summary of this position and how it contributes to the goals/functions of the business, include the authority level (if any)
The role is created to support agent licensing and movement process for agency. Also as a gatekeeper adhering regulatory guidelines & compliance, as well as continuously enhancing the system / digital tools to enable automation and quality control. Support to achieve overall channel objectives for business growth.
Major Accountabilities
To support daily BAU
- Handling and monitoring of tasks such as agent application, movement and change request.
- To ensure processes done are meeting the benchmark.
- Provide support of agency processes in compliance with requirements imposed by company and regulatory bodies.
- Conduct screening and detect exceptions of potential business risks which may surface during processing.
- Prepare and send of letters including Termination Notice Letter, Warning Letter, Promotion Letter and more.
- Manage incoming agency processing enquiries including walk-in, phone enquiry and email.
- Review and propose on exception handling processing for management decisions.
- Regular review on existing business processes for improvement and ensure compliance to regulatory requirements.
- Other administrative task as assigned.
Digital initiatives and agent/sales portals
- Perform system enhancement, ie user testing
- Support process improvement / system control adhering regulatory guidelines
- Prepare agency communication or circulars
- any other responsibilities as may reasonably be required from time to time
Requirements
- Degree in insurance or takaful business, business admin, HR or related field or an equivalent combination of education and experience.
- Min 1 year working experience, especially in Agency Admin or related field is an added advantage.


