Insurance Relations Manager
Responsibilities:
- Maintaining a good and professional working relationship with Bank Area Manager, Branch Managers, Bancassurance Specialist and the branch team Trained and develop assigned Insurance Relation Advisor Be an integral part of the bancassurance team Provide weekly accurate sales activity reports to management Responsible for achieving the set life insurance annual objectives of the Area Manager of the Bank and the Insurance In branch Unit Maintaining a good working relationship with all internal and external customers
- University degree in business or marketing related course; experience in sales and marketing, particularly bancassurance will be an advantage; new graduates with high potential are eligible
- A minimum of 5 experience and responsibility for achieving sales of a financial services product through a third party
- Ideally, 3 years experience in a bancassurance or a retail sales management function.
- Experience in managing relationships, ideally with a major bank or other financial institution
- Good knowledge of life insurance theory and products.
- Computer literate and competent with Microsoft Word, Excel and PowerPoint
Responsibilities:
- To implement the execution of Training & Development Programs as per company standard for all Agency Force, especially in the beginner to advance agent level as well as prospective agency leaders.
- To develop training material for new products and setting the training schedule to coordinate with the launching of new product:
- Participating actively in the development of training materials (product launching), both personal and team wise.
- Accomplishing tasks and responsibilities towards training materials according to the agreed deadline.
- To coordinate and execute the implementation of agency certification process.
- To work with FPC and other departments in areas related to agency decentralization initiatives especially in bringing new work flows to agency force.
- To make report, evaluate and making analysis of activity training & education regularly after conducts the training/seminar session on how to make the training more efficient.
- To build relationship with agency forces and get positive feedback from agency leaders.
- To organize functions upon instructions and deliver project upon assignment:
- Preparing a systematic daily “Things To Do”.
- Preparing a check list for every activity (training, seminar or special projects).
- Candidate must possess at least a Bachelor's Degree, any field.
- At least 3 year(s) of working experience as sales trainer.
- Full-Time position(s) available.
- Ability to provide training & workshop
- Ability to utilizing a broad range of administration skills
- Interpersonal skill, Result orientation, planning & organizing
Responsibilities:
- Regular Sales Report (daily, weekly and monthly) requirement to RO and local management
- Regular Financial KPIs, MBRs/QFRs and other financial and business reports to RO and local management
- Coordinate and produce the monthly Distribution Channel Performance Report
- Monthly Budget Control Report and Analysis to each department (function)- including regular meeting and follow up
- Production of SIS - Master Projection (Financial Model) and updating the financial forecast file
- Assist the CFO on expense analysis
- Support the finance team on business plan
- Support the Finance team on producing other financial KPIs and ad hoc project
- Candidate must possess at least a Bachelor's Degree, Master's Degree / Post Graduate Degree, Finance/Accountancy/Banking or equivalent.
- At least 7 year(s) of working experience in the related field is required for this position.
- Preferably Manager / Assistant Managers specializing in Finance - General/Cost Accounting or equivalent.
- Good knowledge of accounting principles and practice in Insurance industry
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