Routiqo

Executive, Agency Admin (Contract)

Sun Life

  • Kuala Lumpur
  • Full-time

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.