Purpose of Job
We are looking for talent who manages the support of day-to-day Employee Benefits (Business Development) services. As a Business Development Support, you will play a crucial role in ensuring the efficient functioning of daily operations.
Key Responsibilities
Operation Support
- Act as a compliance liaison, including KYC verification, and review of NDAs and other related agreements.
- Review Service Level Agreements (SLA) and Scope of Work (SOW) documents to meet tender requirements and client expectations (local, regional, and global).
- Prepare, coordinate, and consolidate tender documentation.
- Prepare placement slips / broking slips for newly secured clients.
- Liaise with the processing (billing) team to facilitate account setup and billing for new business.
- Prepare comprehensive handover notes prior to transferring newly secured accounts to the servicing team.
- Enhance and maintain market benchmark reports.
- Monitor and manage leads from the Employee Benefits website and Instapol platform.
- Generate quotations for SME clients.
- Enhance and maintain Business Development (BD) proposal templates.
- Manage and administer EFMS matters related to the BD function.
- Consolidate and maintain the BD tracker on a weekly basis.
- Support other ad-hoc duties related to the BD team, including claims analysis review and proposal drafting for prospective clients.
Compliance
- Ensure compliance with relevant company and/or group policies and procedures.
- Maintain accurate records and correspondence.
Representing the Company
- Perform any other reasonable duties as required.
Knowledge and Experience
- Diploma or bachelor's degree in insurance, business management or related disciplines
- Minimum 4 years working experience in a similar field.
- Preferably possess professional insurance qualification and sound knowledge of insurance coverage and market trends.
- Computer skills (Microsoft Excel, Word, and PowerPoint)
- Communication skills – English (both written and oral)
- Good interpersonal skill and problem-solving abilities
