Assistant, Distribution-Operations (01 Year Contract)
Location: Singapore
Type: Contracted
Min. Experience: Experienced
Job Responsibilities
1) Renewal Notices (from 15th till end of Month)
Downloading, Printing & Sorting renewal notices for:
1) Renewal Notices (from 15th till end of Month)
Downloading, Printing & Sorting renewal notices for:
- Direct (Print Hardcopies)
- Special arrangement agents
- Email Agents/Brokers/FA/Staffs
- To mail merge excel data given by A&H Team (Pei En) into letters.
- 3 Classes (PETCARE, PA SMART, PA SAVVY)
- Print the letters after Mail Merge & mail out to insured.
- Send Staffs RNs directly to their email address (even those unknown) with encryption via PREMIA.
- Send Executive Report for Sign offs in Docusign
- Do Litigation search & MAS Searches for Individuals & Corps
- Perform Sanction Screening checks for individual.
- Send Agency Agreement for Sign offs in Docusign
- Register Agents/Corps in GIA.
- Create Producer Code in PREMIA. (Setup includes particulars & bank details.
- Inform BD, Finance of Producer Code.
- Create Profile in LibertyApps (Producer Master, Personnel Master, Email Directory, Producer Handler Setup
- Create Oneliberty access in OneLiberty
- Inform Finance & BDM of the code creation via email.
- Agents' contact information update: email, phone, address etc
- GIA prompts to update agent/corp matters as in updating secretaries, directors, staffs etc.
- Any ACRM/GIA related matters such as add/delete nominees/Swap Principals.
- FA Sub-code creation/termination
- FA Sub-code creation/Termination : to send list to GIRI & once created to update the master listing & nominee excel list.
- Creation: To create profile in LibertyApps (Personnel Master & Email Directory)
- Termination : To update terminated status in LibertyApps (Personnel Master & Email Directory)
- Update FAs' Particulars be it individually or by firm level.
- Assist FA in onsite CPD Training with Registration
- Retrieved Raw Data after every CPD session.
- Work on the Data & Sort via Channel.
- For FA & Brokers, will have to generate the CPD Certificates manually.
- For Agents, will have to input format to get the GIA number of all individuals to upload their CPD hours in GIA.
- Create the working file of all agents that is registered in Liberty.
- Working file includes the particulars of agents & Finance section to keep track.
- Ensure that agents submission is updated in the working file & the documents received for the renewal is kept in the folder.
- Update BDMs/HOD on progress & the agents' CPD hours.
- Update on who is renewing, who is not & who is not able to renew. (example to non fulfillment of CPD hours)
- Ensure that non renewing agents are terminated in GIA by 31 Dec & Oneliberty & LibertyApps are terminated by 31 Dec.
- Send Listing of agents who cleared to Finance for them to deduct via comm
- Update change of producers' personal details/email address in internal system & update relevant departments
- Assist Steph in ordering wreaths/flowers order during her absence
- Retrieving Tax Invoices requests
- Input Producer Code for Listing of Pending GIA payments provided by GIA to Jo Tan (Finance)
- Cover Broker's admin during her absence.
- Broker's Oneliberty creation, Onboarding (Code creation in PREMIA), Brokers' Particulars update, creation in LibertyApps.
