Operations Analyst, Tied Distribution

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

About the Role

To ensure smooth onboarding process and agency movement process for AIA sales channels, conducting and reviewing agent's fit and proper assessment.
Be up-to-date and well-versed with regulations pertaining to Agent onboarding, fit and proper requirements. Support the team in day-to-day tasks (provision of data/reports).

Onboarding and Agency Movement

• Ensuring smooth onboarding process of new agents from Due Diligence, reference check, to eventual onboarding of new agents.
• Be up-to-date and well versed on the regulations and papers pertaining to onboarding of representatives and fit and proper guidelines.
• Drive and lead onboarding sessions to track and push for applications in pipelines.
• Prompt and quick follow-up with pipeline applications.
• Timely Agency and Agent code creation and filing of agents onboarding documents.
• Provide support in consolidation of agents stats (Demographics/Adverse)
• Monitor and track agents that has adverse records or are on Monitoring.
• Timely support in processing of agents movement.
• Preparation of payment files (pertaining to onboarding and representatives).
• Streamlining and improving processes.
• Lead project discussions pertaining to onboarding and agency movement.

Others

• Timely update of agents particulars and details
• Assist in license registration of agents in MAS and GIA
• Support in Annual Fit and Proper exercise
• Support in agent code creation/maintenance for other Business Divisions
• Support in reports generation and data analysis.
• Support in FC migrations across different entities where required.
• Perform gap analysis and ensure SOP are updated in timely manner.
• Weekend month-end support required if last day of month falls on weekend.
• Perform UAT and post implementation checks on platforms related to recruitment.
• Ad hoc projects/assignments by the Manager.

Requirements

• Education - Diploma/Degree
• Experience - At lease 2-5 Years of operations related role
• Good knowledge of Microsoft Office (Excel and word)
• Soft Skills -
  • Good communication and interpersonal skills
  • Good team player
  • Independent