Assistant, Distribution-Operations (01 Year Contract)

Company : Liberty Insurance

Job Type : Contract

Singapore

Number of Applicants

000+

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Job Description - Assistant, Distribution-Operations (01 Year Contract)

Job Responsibilities

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.

2) On-boarding New Producers (Agents & FAs)

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.

3) GIA Related

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

4) FA Subcode Creations/Terminations (High Volume)

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

5) CPD Training - Administrative

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.

6) GIA Renewal Exercise

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

7) Ad-Hoc Support

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.

Original job Assistant, Distribution-Operations (01 Year Contract) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Assistant, Distribution-Operations (01 Year Contract)

Job Description - Assistant, Distribution-Operations (01 Year Contract)

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