Support daily operational, administrative, and business support activities. Coordinate with corporate clients, partners, and internal departments regarding documentation, policy requirements, and operational matters. Prepare, review, and maintain business proposals, agreements, reports, client documents, and other related records. Process and monitor insurance transactions through company systems, ensuring data accuracy and completeness. Follow up with relevant departments to ensure timely processing of client requests, policy issuance, and operational activities. Maintain client records, business databases, policy documentation, and operational files. Assist in preparing business performance reports, transaction reports, and management reports for review. Support the on-boarding process of new corporate clients and ensure all required documents are properly collected and maintained. Facilitate communication between clients and internal teams to ensure smooth service delivery. Assist in organizing client meetings, business reviews, presentations, and coordination activities. Support User Acceptance Testing (UAT), system implementation, and system enhancement initiatives related to insurance operations. Identify operational issues and recommend process improvements to enhance efficiency and service quality. Coordinate with IT and relevant stakeholders to ensure timely resolution of system issues and successful implementation of operational improvements. Prepare test scenarios, conduct testing, document results, and follow up on issue resolution. Monitor outstanding cases and ensure issues are escalated and resolved within the required timeline. Provide operational support to the department and the Operation Manager as assigned or based on business requirements. Perform other duties and responsibilities assigned by the Line Manager.
Assist Banca manager to support daily business operation from each partner. Coordinate with partner and cross functional team on process design, reporting, and data management to ensure its compliance with regulations (bancassurance and insurance) and risk management. Facilitate the medium-term business plan and annual operation plan for the company. Facilitate the preparation of the marketing strategy, promotional campaign, marketing activities, message communication to market to ensure the mislead communication. Initiate and monitor the incentive program, sale campaign to ensure effectiveness of partnership. Responsible for regular settlement on the premium collection, commission, incentive and campaign with partner. Workswith partner to ensure that partner staff who oversee insurance agent are competent to sale the product and explain proper and updated term and condition to clients. Prepare the monthly report and quarterly report for management, regulator, and stakeholders. Performs any other duties as assigned by supervisor or management.
Job Summary: The Senior Finance and Accounting Officer assists Finance and accounting manager to provides overall management on the overall aspects of company’s financial management including tracking company’s profits and losses, preparing financial report, analyzing key ratio, and strengthening internal control. Main Responsibilities: Review sales and GL to ensure the team posts to correct GL account. Make corrections if any GL account is found from wrong account or error posting before month end closing.; Prepare JV adjustment for manager approval Ensure that the team posted all expenses into system before month end closing. Data to be posted during month end (accrued, prepaid, payroll, provision)GL review System closing Ensure the compliance of financial accounting standards. Review detailed bill reviews to implement sound litigation management and expense control and recommend to supervisor; Assist Head of Finance to develop and analyze information to assess the current and future financial status of the company; Prepare financial reporting systems, accounting and collection procedures, and investment activities Review collection reports to determine the status of collections and the amounts of outstanding balances. Work with Admin officer for company administration and procurement Prepare the data for monthly tax; annual corporate tax; and other legal documents. Ensure all related accounting documents and legal files are properly per statutory regulation. Work with external/internal auditor and tax officer to ensure required documents and information are ready with the deadline. Perform any other duties as assigned by supervisor.