We are on the search for an Operations Analyst!
Be responsible for providing operational support to International Wealth (IW) to ensure smooth execution of the sales processes.
Job Responsibilities
- Liaise between IW team and local AIA internal parties to bridge operations disparity to support business model of International Wealth.
- Lead the reviews of Introducer agreements for its operational feasibility, partner key AIA control parties (e.g., Legal, Compliance, etc) to ensure processes /procedures adheres to government regulation and laws.
- Design and maintain the Introducers database and its continuous enhancements.
- Tracking and reporting of business activities, translating data into dashboards and scheduled reports to spot business trends and support business reviews.
- Support IW initiatives for process improvements, participate in providing conceptualized feedbacks for betterment of current processes.
- Accounting for all incoming moneys (commission and production credits) and execution of payments.
- Build and maintain communication materials/ eDM.and operation manuals for workflows and guidelines.
- Supports IW customer experience through designing and delivering bespoke services. Own servicing related matters (i.e., customer onboarding, annual review packs, ad-hoc servicing requests)
Job Requirements
- Degree or Diploma
- Minimum 4 years of relevant working experience in Insurance Operations
- Related insurance qualifications such as M5, M9 and LOMA would be an advantage.
- Able to work independently and with a team in a dynamic environment.
- Meticulous, has an eye for detail
- Self-starter who constantly strives for excellence.
- Strong communication skills, proactive, good problem-solving skills
- Proficient in Microsoft Excel, PowerPoint, SharePoint, and other applications.
