• Day to day activities of the channel’s management for both Life and General Business activities.
• Market and product research analysis. (Customer intelligentence &Competitors intelligence) to know what products we can prove on.
• Prompt response to all mails/requests (Quote, Underwriting, Documents and confirmation of authenticity) within agreed timelines in the SLA.
• Prepare Admin Fee and follow up to ensure timely remittance to The Bank.
• Follow up on outstanding premiums and yet to be renewed policies.
• Review and act on all documents going to and from the Bank IBTC.
• Process all Co – insurance transactions
• Liaising with the below department on The Bank’s related issues.
Underwriting (Life and General Business)
Claims (Life and General Business)
Finance (Life and General Business)
• Follow up on outstanding proposals.
• Maintaining strong relationship with the Bancassurance officers
• Providing support to the Team lead within the team on all pre and post sales and administrative activities.
• Any other assigned duty.
• Manage the staff promo process and supervise the auto run process.