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Bancassurance Executive-Tech,Ops & Prod (6 months contract)

79463

Job Summary

Provide support to the sales and distribution teams in relation to activities for which Sales Operations is responsible. Ensure the business areas have accurate data on which to monitor and improve sales performance, meet compliance and governance requirements, execute the liaison between field and internal areas in order to deliver high levels of customer service and ensure effective sales performance.

Job Accountabilities - Key Accountabilities


• Develop, improve, produce and distribute management information including the production of ad hoc requests ensuring accuracy at all times.
• Support distributor remuneration, implementation of sales initiatives, networks, events and systems.
• Support research/analysis around potential business development opportunities.
• Carry out tasks, such as the preparation of documentation, to support the implementation of projects to time and quality standards.
• Resolve operational customer/distributor (or other partner) management activities (e.g. remuneration, sales initiatives, event management, cross-selling), ensuring an efficient and high-quality service is extended to all internal and external customers.
• Assists internal and external customers with questions about the organization´s products and/or services.
• Review, analyze, report and implement Governance and Compliance requirements.

Job Functions


• Support the implementation of new systems and processes including providing internal and external Access Support facilities to customers/brokers.
• Support the identification and delivery of training for others.

Business Accountabilities


• Carry out tasks, such as the preparation of customer and distributor reports, to support sales activity and the implementation of projects to time and quality standards.
• Conduct due diligence on transactions and processes in order to determine the risk profile in compliance with relevant regulations.
• Work with local Sales and Distribution teams to ensure effective ongoing sales performance.
• Management data is available and used, independently collate and analyze customer and distributor data using pre- determined tools, methods and formats.
• Assess and evaluate business processes in order to identify opportunities for improvement.
• Provide specialist advisory support to internal clients on a daily basis, by being focal point of contact, to ensure that there is no misalignment between policy and practice.
• Support capability development activities in a customer segment at the local level, focusing on one or more areas (development of customer or distributor insights; segmentation and value proposition; sales tools and platforms etc)
• Monitor and review financial information, updating where necessary in order to identify any anomalies or discrepancies and ensure management has access to up to date and accurate information.

 

You are the heart & soul of Zurich! 
Together we are committed to delivering on our purpose - Let’s Create a Brighter Future Together!

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas. You can expect to work on challenges that will help you grow and to collaborate with a diverse and inclusive team. 
People are Zurich’s most important asset. Their varied skills, perspectives and experiences drive innovation. And they reflect the breadth and diversity of our customers, suppliers, communities and investors around the world. We are committed to attracting and retaining talented individuals from a variety of backgrounds and experiences. Zurich does not discriminate based on race, ethnicity, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. 

 

 

  • Location(s):  MY - Kuala Lumpur 
  • Remote working:
  • Schedule:
  • Recruiter name: Kavitha Vijayaratnam
  • Closing date:

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