Review applications for accuracy/missing information and identify any medical concerns upon review of their medical records.
Work closely with sellers to gather the necessary medical and financial information to validate customer’s insurability and amount of insurance.
Schedule medical examinations, order attending physician’s statements and inspection reports, and communicate with medical service providers to ensure reports are delivered promptly.
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Assist in policy persistency efforts by supporting policy conservation strategies and operational education programs. Participate in regular meetings with the agency force to monitor progress and address operational challenges.
Champion changes at the branch level by guiding staff transition from transactional roles to advisory roles. Provide coaching and mentoring to help staff become new business and healthcare ambassadors, enhancing customer engagement.
Monitor branch operations to identify opportunities for cost optimization and resource efficiency. Support expense tracking and process reviews to uncover productivity improvements.
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Assisting in monitoring portfolio profitability by channel and keep track persistency by channel to ensure that overall division’s profitability is optimize.
To support agency channel to drive their business by preparing a progressive monthly contest report and submitting agency production report to PIAM for agent’s licence maintenance purposes.
Supporting CSD budgeting process, and periodic forecast, and supporting the business planning process. Support ad hoc request from management / business planning materials/slides etc.
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Oversee tax reporting to Group Office to ensure compliance with Group Office’s reporting requirements which includes tax monthly closing and quarterly Balance Sheet Reconciliation on tax balance, Internal Control Financial Reporting (ICFR) for tax process.
Lead the collaborate and discussion with Finance team and other departments to ensure tax strategies and policies are implemented in compliance with laws and regulations.
Keeping update in new or changes in tax laws, regulations and rulings to ensure the group remains compliant and proactively identify potential risks or opportunities for the group.
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Develop go-to-market strategy with partners, including product portfolio and roadmap, detailed business plans, and the required operational structure and requirements.
Lead the regular reviews of product performance, including sales target achievements, claims ratio, product penetration, and take-up rate. Lead the planning process for annual sales plans and product development roadmaps.
Own the Digital Business product portfolio, ensuring viability and continue meet company’s direction, as well as in search of new opportunities to further improve. Ensure full compliance with regulatory guidelines too.
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