PURPOSE
The job holder shall act as the link between Back Office and Sales Force to ensure smooth operation of the agency force in the field and efficient communication with the Back Office team.
Primary Responsibilities
Ensure timely coding of the new Financial Advisors, Unit Managers and Agency Managers whilst maintaining up to date personal files through EDMS;
Ensure that Financial Advisors, Unit Managers and Agency Managers who are terminated or leave the business are deactivated in the system within stipulated timelines;
Provide accurate weekly and monthly performance reports;
Process monthly agency payroll within stipulated timelines;
Provide accurate competition reports as well as follow up for timely payments of competitions and logistical support in incentives/competitions that reward production and persistency;
Ensure timely dispatch of proposal forms and marketing collateral to the Agencies;
Ensure 100% agents compliance with CIC Life, IRA, AKI guidelines and other industry bodies;
Prepare a listing of compliant and non-compliant Financial Advisors and follow up on AKI provisional license, AKI cards as well as IRA licenses;
Support the agency force by responding to various agents’ queries and providing day to day agents requirements;
Provide administrative support and training to Agencies as may be required from time to time; and
Any other relevant duties as assigned from time to time.
PERSON SPECIFICATION
Academic Qualifications
Bachelor’s Degree in Business, Insurance, Actuarial or in a related field
Professional Qualifications
Certificate of Proficiency in Insurance (COP/ECOP) is desirable
Progress towards an Insurance professional certification (AIIK/FLMI/CII) will be an added advantage
Experience
Up to one (1) years relevant experience
Skills and Attributes
Excellent communication and presentation skills
Technical competence in insurance
Proficient in MS Excel with excellent analytical skills
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