The role holder will be responsible for delivering accurate, timely and automated agency performance reports while driving digital enablement and system improvements that support sales effectiveness, compliance and agent self-service adoption.
Key Responsibilities
- Prepare, automate, and deliver weekly, monthly, and ad hoc Agency performance reports and dashboards.
- Develop and maintain Power BI dashboards integrated with PAS to provide real-time sales performance and persistency insights.
- Prepare and submit accurate and timely regulatory and compliance reports, IRA and AKI requirements - including agent registry updates.
- Lead User Acceptance Testing and requirements validation for Agency Operations system enhancements and digital sales tools.
- Work with ICT to enhance digital platforms, including the Intermediary Portal, Green Forms to improve agent and intermediary self-service.
- Support agents and intermediaries on reporting, commissions, benefits, and use of digital platforms.
- Perform commission reconciliation, identify anomalies, and support timely resolution of commission related issues.
- Support continuous improvement through automation, data quality management, and process optimisation within Agency Operations.
Qualifications
- Bachelor’s Degree in a business-related field.
- Professional insurance qualification such as LOMA or IIK certificate.
- Certification in Power BI, Data Analytics, Agile, or Business Analysis (added advantage).
Experience
- At least 2 years’ experience in insurance, preferably within Agency Operations, Policy administration or Sales Support.
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