Main purpose of the role:
To provide operational support across key business functions including case submission processing, commission computation, licensing and general business administration. The role is critical in ensuring smooth day-to-day operations and compliance with internal policies and regulatory standards.
Responsibilities:
Case Submission Processing
- Handle daily administrative tasks and ensure the accuracy of documentation related to financial products. Support internal and external inquiries and participate in process improvement initiatives.
- Checking of KYC and partners' forms or documents and ensure it meets the upkeeping of records requirements and data accuracy
Commission Computation
- Accurately process payroll for consultants, verify data, resolve discrepancies, and ensure timely submission of payment files.
Operational Excellence
- Execute standardized workflows for case processing & payroll operations
- Identify areas for process improvements and propose actionable solutions
- Ensure adherence to Service Level Agreements (SLAs) and operational KPIs
- Support audit and any ad hoc task whenever required.
Licensing and general business administration
- Conduct background checks, perform fit and proper assessments, and maintain regulatory compliance for representative appointments.
- Manage system access and account creation, facilitate onboarding activities, coordinate email communications, and support advisers and staff with account and resource needs.
Requirements:
- Minimum Diploma or equivalent qualification
- Experience in insurance industry would be advantageous
- Proficiency with Microsoft Office, especially in Excel, Word and Outlook
- Strong attention to detail and ability to work under pressure with a positive mindset and can-do attitude
- Team player with good verbal and written communication skills to collaborate and achieve the desired outcome
- Self-motivated and able to work independently and meet tight timelines
职位主要目的
为关键业务职能提供运营支持，包括案件提交处理、佣金计算、执照管理以及日常业务行政管理。该职位对确保日常运营顺畅、遵守内部政策和监管标准至关重要。
岗位职责
案件提交处理
- 处理日常行政工作，确保与金融产品相关的文件准确无误。
- 支持内部及外部的咨询，并参与流程改进项目。
- 检查 KYC（了解你的客户）及合作伙伴的表格或文件，确保符合记录保存要求及数据准确性。
佣金计算
- 准确处理顾问的工资及佣金计算，核实数据，解决差异，并确保按时提交付款文件。
运营卓越
- 按标准化流程执行案件处理和工资发放相关工作。
- 识别流程改进的机会并提出可行的解决方案。
- 确保遵守服务水平协议（SLA）及运营关键绩效指标（KPI）。
- 根据需要，支持审计及任何临时任务。
执照管理及一般业务行政
- 进行背景调查，执行适格性评估，确保代表任命的合规性。
- 管理系统访问及账号创建，协助入职流程，协调邮件沟通，并为顾问及员工提供账号和资源方面的支持。
- 雇佣形式：全职
- 工作地点：Bangsar South, Kuala Lumpur
- 工作时间：周一至周五（办公室办公），9am至6pm
岗位要求：
- * 大专以上或同等学历
- * 具备人寿/医疗保险行业经验者优先
- * 有保险或中介业务领域有佣金处理相关经验者优先
- * 熟练使用Microsoft Office软件，特别是Excel、Word和Outlook
- * 具备良好的邮件处理技巧和以客户导向的思维模式
- * 具备同时处理多项工作的能力，并能够在高压环境下保持积极且乐观的工作态度
- * 具备良好的口头和书面沟通能力，能够与团队合作达成预期目标
- * 自我激励，能独立完成工作并在紧迫的时间内完成任务
职位类型：全职
薪资： 每月最高 RM4,200.00
Location:
- Bangsar South (Preferred)
Work Location: 现场办公