[HO] - BANCASSURANCE SENIOR SPECIALIST

1. Team Management & Coaching

- Supervise and support daily activities of team members.

- Provide guidance, on-the-job coaching, and regular feedback to ensure team performance and development.

- Allocate tasks and monitor progress to ensure timely and accurate delivery.

2. Regulatory Compliance

- Ensure team activities comply with applicable insurance regulations

- Stay updated on regulatory changes and guide the team in proper implementation.

3. Product & Partnership Coordination

- Oversee the review of insurance product terms and conditions with partners to support implementation.

- Act as a key contact point for insurance partners on operational and coordination matters.

- Support evaluation of partner performance and service quality.

4. Sales Support & Business Enablement

- Ensure effective support is provided to business units (RM/WRM) on:

o Product information

o Sales processes and basic advisory

- Step in to handle more complex inquiries or issues when required.

5. Operations & Process Oversight

- Oversee bancassurance operational processes, including:

o Non-life insurance registration and settlement guidance

o Reporting and data tracking

o Issue resolution and escalation

- Ensure processes are followed consistently and identify areas for improvement.

6. Sales Programs & Performance Monitoring

- Lead the implementation of incentive schemes, sales campaigns, and customer promotions.

- Monitor team and overall bancassurance KPIs; provide regular updates to the line manager.

- Ensure timely and accurate execution of sales programs across business units.

7. Commercial & Business Support

- Support commission discussions with insurance partners by preparing data and insights.

- Monitor business performance and highlight key trends, risks, or opportunities.

- Bachelor’s degree in Finance, Banking, Insurance, Business Administration, or related fields

- 3–5 years of experience in bancassurance, insurance, or banking

- Prior experience in team coordination or informal leadership is an advantage

- Good understanding of life and non-life insurance products

- Familiarity with bancassurance processes and basic regulatory requirements

- Strong coordination and stakeholder management skills

- Good analytical and reporting skills

- Proficiency in Microsoft Office (Excel, PowerPoint)

Core Competencies

•           Team Leadership: Provides clear guidance and supports team development

•           Collaboration: Works effectively across teams and with partners