Executive, Sales Administration & Operational Transformation

Overview

To provide efficient, timely and accurate sales administrative support to the supervisor and department head / regional heads and to ensure the smooth running of daily operational activities and maintenance of the sales administration records. Plan and support the system enhancement initiatives for improvements.

Responsibilities

• Responsible to verify and update new agent’s appointment.
• Responsible in Agency movement records exercise such as Performance, promotion, resignation and transfer from communication to maintaining records in the system
• Plan and assist with systems enhancements in streamlining manual workflows for operational efficiency
• Responsible in handling the policyholder’s request to change servicing agent, from communication with current and new servicing agent until the process of advice to LAA Dept.
• Responsible in Agency Training Monthly Review exercise, from communication with training department and updating records into system.
• Responsible for Agency Fringe Benefit entitlement listing and the circulation of the fringe benefit email to agency and individual agent. Update the nomination detail in OPUS (if any).
• Responsible to liaise with agencies pertaining to daily pending new business cases under BPM workbench.
• Assist with the administration tasks for the Agency Successor Planning
• Any other duties as and when deemed necessary.

Qualifications

#J-18808-Ljbffr