Responsible for overseeing medical-related operational activities, including medical case review, service coordination, external service-provider oversight, and customer experience. Ensures smooth service delivery, compliance with operational standards, and alignment with the Company’s service objectives for policyowners with health-related benefits. Medical Operations Management Oversee operational processes related to medical benefits, including case handling, communication, and service quality. Coordinate with internal teams and external service partners to ensure efficient service delivery. Ensure adherence to operational guidelines, service standards, and regulatory requirements. External Service Partner Oversight Act as the key operational liaison with third-party service partners. Monitor partner performance metrics such as accuracy, turnaround time, and service quality. Support issue resolution and continuous service improvement. Medical Case Oversight Review complex or escalated medical cases and provide operational guidance. Ensure case outcomes comply with policy terms and guidelines. Endorse cases within delegated authority. Customer Experience Management Oversee customer interactions related to medical benefits and servicing inquiries. Ensure clarity, accuracy, and consistency of customer communication. Manage escalated customer cases and resolutions professionally. Governance, Process & Compliance Maintain and improve SOPs, workflows, and service protocols within medical operations. Ensure alignment with regulatory guidelines, audit recommendations, and internal controls. Conduct periodic checks on service quality and compliance adherence. Reporting & Insights Prepare operational dashboards and reports related to medical service performance. Analyze case trends and patterns to support internal decision-making. Provide insights for service quality enhancement.
Execute the regional Agency Sales strategy to deliver profitable and sustainable growth. Translate company top line into clear agency sales plans, KPIs, and execution frameworks. Drive balance between new business growth, business quality, and policy persistency. Ensure agency operations comply with company governance, regulatory requirements, and ethical sales standards. Build, lead, and continuously strengthen agency leadership structure (Agency Directors, Managers, Unit Managers). Oversee large-scale recruitment strategy, focusing on quality advisors and future leaders. Oversee training framework for agency force (onboarding, refreshers, advanced sales and leadership programs). Ensure consistent capability uplift across all agency levels. Ensure agency sales practices meet regulatory, compliance, and market conduct standards. Perform other duties as assigned by manager from time to time.
JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES: 1. Training and Development: Develop training courses & materials such as manuals, training documents/handouts, sales pitches, and short self-learning clips. Deliver training programs on product knowledge, sales techniques, and soft skills to the sales staff based on regular schedules and requested schedules. Assess training needs and develop tailored training plans to address knowledge gaps and enhance performance. Providing expertise and contributing to the development of a sales knowledge and skills curriculum to continuously improve the performance of the sales force. Capable of delivering blenched learning & virtual sessions using digital tools & platforms. Manage Dai-ichi E-learning portal (upload file, assign products questions & answers and trainer). Organize, conduct and implement comprehensive training for IP, agents, sales staff and bank partner. Constantly update training materials & methodology taking proactively for future ready strategy & distribution changes. Coordinate with various parties to arrange training according to the plan. Find other resources for updating training materials and training methodology. Monitor and evaluate the effectiveness of training programs, adjusting as necessary to meet team needs. Perform other tasks assigned by management. 2. Sales Coaching and Activation: Conduct ongoing coaching sessions to improve individual and team sales productivity. Provide coaching to sales agents, sales staff and staff of bank partner, focusing on improving sales performance and achieving targets. Utilize performance metrics to identify areas for improvement and deliver targeted coaching and feedback. Foster a positive and motivated sales environment by offering continuous support and recognition. Lead group coaching sessions to promote collaboration and sharing of best practices. Join field work with trainee, coaching, and provide support to new joiner trainees especially during their first 90 days journey with respective distribution channel. 3. Event Management: Organize and facilitate monthly sales kick-off events and other related company events at the branch office. Coordinate logistics, ensure all materials and resources are prepared, and manage event timelines. Act as the "master of ceremonies" for events, delivering engaging presentations and facilitating smooth event flow. Collaborate with stakeholders to align event themes with business goals and team performance. 4. Collaboration and Communication: Collaborate with the sales leadership team to identify performance goals and align training programs with business objectives. Use creative methods to boost and inspire team members to reach their full potential. Regularly track and report on the progress of sales team performance and effectiveness of training programs. Work closely and maintain good business relationships with other departments to ensure alignment of training content with company objectives. Provide regular feedback on training and development needs. Contributes to the development of internal communication strategies to enhance overall team engagement. Meet all the deadlines and requirements of individual/ team assignments and projects
JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES: 1. Power BI Development & Reporting Develop, enhance, and maintain Power BI dashboards to support Distribution performance monitoring and management reporting needs. Ensure timely, accurate, and visually effective reporting for internal stakeholders. 2. Data Management & Quality Assurance Work closely with the Distribution Data Warehouse project and other related systems to ensure high levels of data quality and integrity. Conduct regular data checks, validations, and discrepancy resolution. 3. Business Analysis & Insight Generation Prepare analytical insights and presentation decks for senior management, including performance reviews and business updates. Transform complex data into clear, actionable insights for decision-making. 4. Campaign & Budget Coordination Prepare resolutions for internal campaign approvals and coordinate required submissions to stakeholders. Support budgeting processes related to distribution activities and ensured proper documentation and tracking. 5. Partnership Reporting & Sales Support Maintain and update partnership reporting, including source-of-referral and referral information. Provide timely support to internal sales teams with reporting and data clarification. 6. Other Duties Perform additional tasks and responsibilities as assigned by the Manager.
JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES: Event Planning & Execution: Develop and execute promotional events and activations to support sales objectives. Plan and manage budgets for distribution-led events and promotional activities. Coordinate logistics, venue selection, branding, and event materials. Ensure seamless execution of events, including vendor coordination and on-site management. Promotions & Campaigns: Design and implement promotional campaigns to drive product awareness and sales growth. Work with creative and marketing teams to develop campaign assets. Track and analyze the effectiveness of promotional activities, making data-driven improvements. Sales & Distribution Alignment: Collaborate with sales teams to identify promotional opportunities that align with business objectives. Support channel partners and distributors with promotional tools and event initiatives. Monitor competitor activities and market trends to suggest innovative promotional strategies. Reporting & Analysis: Measure and report key performance indicators (KPIs) related to events and promotions. Provide insights and recommendations for future promotional activities based on data analysis. Maintain records of all promotional events, including budgets and outcomes.
The Insurance Sales Staff is responsible for promoting and selling insurance products through bank branches, building strong customer relationships, and achieving sales targets. This role works closely with bank staff to identify potential customers, provide financial protection solutions, and ensure excellent customer experience. Key Responsibilities Sales & Business Development Promote and sell life insurance and general insurance products to walk-in customers and bank clients. Proactively identify customer needs through financial assessment and offer suitable insurance solutions. Achieve monthly and quarterly sales targets assigned by the company and bank partner. Conduct regular follow-ups on potential leads provided by the bank. Partnership Management Maintain a positive working relationship with bank branch staff to drive joint sales activity. Provide training or product refreshers to bank employees when required to ensure cooperation and product knowledge. Participate in joint field visits, client meetings, and sales activities with bank partners. Customer Service Provide professional consultation and financial advisory to customers. Support customers with application forms, underwriting documentation, and policy issuance. Resolve customer inquiries and guide them through the claims and after-sales process when needed. Compliance & Reporting Ensure all sales activities comply with company policies, bank procedures, and regulatory requirements. Prepare daily or weekly sales reports, pipeline updates, and activity reports. Maintain accurate and confidential customer information. INTERNAL INTERFACE: Reports directly to Bancassurance Business Manager or such other person as the Company may direct from time to time. Working closely with other team members and Regional Head Office. Coordination and communication with other departments and regulators.
The Insurance Sales Staff is responsible for promoting and selling insurance products through bank branches, building strong customer relationships, and achieving sales targets. This role works closely with bank staff to identify potential customers, provide financial protection solutions, and ensure excellent customer experience. Key Responsibilities Sales & Business Development Promote and sell life insurance and general insurance products to walk-in customers and bank clients. Proactively identify customer needs through financial assessment and offer suitable insurance solutions. Achieve monthly and quarterly sales targets assigned by the company and bank partner. Conduct regular follow-ups on potential leads provided by the bank. Partnership Management Maintain a positive working relationship with bank branch staff to drive joint sales activity. Provide training or product refreshers to bank employees when required to ensure cooperation and product knowledge. Participate in joint field visits, client meetings, and sales activities with bank partners. Customer Service Provide professional consultation and financial advisory to customers. Support customers with application forms, underwriting documentation, and policy issuance. Resolve customer inquiries and guide them through the claims and after-sales process when needed. Compliance & Reporting Ensure all sales activities comply with company policies, bank procedures, and regulatory requirements. Prepare daily or weekly sales reports, pipeline updates, and activity reports. Maintain accurate and confidential customer information. INTERNAL INTERFACE: Reports directly to Bancassurance Business Manager or such other person as the Company may direct from time to time. Working closely with other team members and Regional Head Office. Coordination and communication with other departments and regulators.
Approach potential customers from the customer contact list and referrals provided by a distribution bank partner. Present and provide consultation with regards to the life insurance products to all prospected customers and then sell the products as per customer needs. Maintain a professional approach to all business dealings. Build new relationship and strengthen existing clients. Build positive relationships with customers based on service, integrity and trust. Assist the customers by providing them after sales service and information as and when required. Build good relationship with bank employees. Support the company in all promotional activities. Perform other tasks assigned by manager. INTERNAL INTERFACE: Reports directly to Bancassurance Business Manager or such other person as the Company may direct from time to time. Working closely with other team members and Regional Head Office. Coordination and communication with other departments and regulators.
JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES: The Manager, Customer Engagement & Loyalty is responsible for designing, executing, evaluate, and review strategies that enhance customer engagement across the entire lifecycle, strengthen customer relationships, and drive loyalty and retention. This role oversees customer loyalty programs, engagement initiatives, VIP customer experience, and cross-channel communication to ensure customers receive consistent, high-quality experiences aligned with the organization’s service standards. Customer Loyalty Program Management Lead end-to-end management of the customer loyalty program, including design, enrolment, benefit tracking, engagement activities, and partner coordination. Analyze customer behavior, segmentation, and loyalty metrics to drive program improvements. Work with existing and potential new loyal partners to negotiate and expand customer benefits, exclusive offers, and reward options. Monitor program performance KPIs (awareness rate, redemption rate, engagement score) and prepare monthly dashboards. Collaborate with Marketing/Agency/Sales to promote awareness and adoption. VIP Customer Experience Management Maintain and enhance a structured VIP tier framework. Deliver personalized care: proactive check-ins, claims/support follow-up, and tailored communication. Coordinate with Distribution, Claims, Policy Service, and Customer Care to ensure the designed experience meets its objective. provide fast-track service for VIP cases. Prepare VIP touchpoint plans, events, and appreciation programs. Customer Insights & Continuous Improvement Identify pain points and opportunities to enhance the loyalty and VIP experience journey. Conduct surveys and feedback analysis to improve processes. Lead initiatives to improve customer retention and strengthen brand advocacy. Governance & Reporting Maintain clear SOPs and guidelines for loyalty program operations and VIPs program. Prepare monthly reports for senior management and EXCO updates. Ensure compliance with company policies and regulatory requirements. Provide insights for service quality enhancement.