Position Objective:
Supports the Branch Head in managing branch operations and ensuring the delivery of high-quality service. The role emphasizes driving digital adoption, maintaining documentation accuracy, ensuring underwriting readiness, and guiding staff toward advisory-based interactions. This candidate is also responsible for upskilling themselves and the team as New Business Ambassadors and Healthcare Ambassadors through centrally managed training and proactive self-learning.
Roles and Responsibilities:
- Support project and initiative execution in partnership with headquarters and regional teams. Assist in implementing changes at the branch level, gather feedback from customers and agents, and contribute to continuous improvement efforts through effective change management support.
- Collaborate with the sales team / agency force to help improve new business capture rates and healthcare steerage performance. Utilize branch-level analytics to support engagement strategies with agency partners and reinforce understanding of business opportunities.
- Promote digital adoption and self-service options by working closely with the sales team and agency force. Help manage communication and escalation channels to ensure smooth service and operational efficiency.
- Assist in policy persistency efforts by supporting policy conservation strategies and operational education programs. Participate in regular meetings with the agency force to monitor progress and address operational challenges.
- Champion changes at the branch level by guiding staff transition from transactional roles to advisory roles. Provide coaching and mentoring to help staff become new business and healthcare ambassadors, enhancing customer engagement.
- Monitor branch operations to identify opportunities for cost optimization and resource efficiency. Support expense tracking and process reviews to uncover productivity improvements.
- Enhance branch personnel capabilities by supporting training and development initiatives that enable omni-channel service delivery. Encourage first-contact resolution across in-person, virtual, email, and digital platforms.
- Advocate for ESG principles by promoting digital solutions such as AIA+, ALPP, paperless processes, and financial literacy programs. Ensure alignment with the organization's sustainability and brand purpose.
- Ensure compliance with internal and regulatory requirements, including AML protocols. Support staff proficiency through regular training and monitoring.
- Perform other duties as assigned by management, contributing to business objectives and operational excellence.
Minimum Job Requirements:
- Bachelor's degree in any discipline and minimum 2 years working experience in supervisory roles.
- Experience in service-related industry will be preferred.
- Passion for delivering excellent customer service experience.
- Highly developed sense of integrity and work ethics.
- Ability to communicate clearly and professionally, both verbally and in writing.
- Effective complaint management, analytical and problem solving skills
- Has a pleasant, patient and friendly attitude.
- Be adaptive to fast changing environment
