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About the Role
Responsible for agency movement processes and reporting, ensure timely and accurate system updates for different type of agency movement.
- Perform timely and accurate agency movement processes and system updates in industry association and internal system for different licenses including Life, Takaful and General Insurance.
- Provide timely and accurate agency movement reporting to key stakeholders.
- Prepare regular agency movement or agent profiles summary/statistic and perform data analysis with meaningful insights for Management's reference.
- Ensure the accuracy of agent profiles and agency movement updates as per SOP/guidelines and the completeness checking of the results.
- Prepare external Replacement of Policy (ROP) report and perform terminated agent's movement checking from industry association system on regular basis.
- Handle past employment checks as per BNM guidelines.
- Timely and effective communication on agency movement send to the agency or key stakeholders.
- Adhere to regulatory and internal guidelines for different type of agency movement as per Agency Compensation Handbook, SOP, and any related regulatory rules.
- Agency exceptional report checking and perform reconciliation on the agency records on regular basis.
- Prepare user requirements/ user story for system enhancement, requirement walkthrough with Agency Technology team and TECH Team.
- Provide different scenario for UAT and perform verification on UAT results and post deployment checks post system enhancement implementation.
- Any assignment from time to time.
Job Requirements:
- Bachelor's Degree in any discipline from a recognized university, with a minimum of 2 years relevant working experience, preferably in distribution or operations.
- Proven experience in Agency Distribution operations or within the Insurance industry will be an added advantage.
- Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint familiarity with data analytic tools is a plus.
- Ability to work independently with minimal supervision, demonstrating strong self-motivation and accountability.
- Good command of English, both verbal and written, with the ability to communicate effectively across different levels of the organization.
- Strong analytical and problem-solving skills, with the ability to identify issues and propose practical solutions.
- Good organizational and time management skills, with the ability to handle multiple tasks and meet deadlines.
- Detail-oriented with a high level of accuracy in work output.
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