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Business Development Specialist
3 months ago
JOB SUMMARY
To assist the region expands the core business of Allianz PNBLife.
The position is responsible for the policy-related transactions, providing administrative support and service, product information, and solution to issues and relevant details to walk-in customers, sales force and bank partners, recruitment, reports and analytic, licensing and training including proper monitoring of manpower activation, submissions and issuance and sales related support.
A.) Pre-screening / Monitoring of applications and pending requirements
Monitors all New Business applications submitted by the in-termediaries and follow up pending requirements within the specified TATAssists/guides AGENTS/FAs in completing the applications. Assist the AGENTS/FAs on appropriate routine underwriting requirements applicable to the application for life insuranceReport/escalate delays in processing of documents and identify areas for improvementProvide distributor information assistance on product description, business conservation and use of digital assetsImprove distributor experience through business collaboration with different DM units i.e. Recruitment, Reports and Analytics, Licensing and Training B.) Receiving / Processing after sales policy transactions for financial and non-financial impact/changes Receives inquiry or request for financial changes on policy. Evaluates request and ensures that supporting documents are submitted and proper validation is securedReceives inquiry or request for non-financial changes on poli-cy. Evaluates request and ensures that supporting documents are submitted and proper validation is securedSubmits the petty cash fund replenishment & liquidation report on a periodical basisPerform monthly inventory of office supplies & equipment's and notify HO for any incidents that may affect the business and personnel's in the RBC. C.) Compliance, Data Privacy, and Information Security requirements Ensures compliance to the agreed operational standards, Payment guidelines, AML, KYC, Risk Management, audit requirements, etc.Ensures proper (transaction documentation) processing of Company data and information (by following) in accordance with the Company's data privacy and information security protocols including but not limited to (data / information) assessment, tracking, reporting, and archiving of clients and employees' data or information.Ensures attendance and/or completion of training programs on Compliance, Data Privacy, Information Security, and other related areas. (e.g., Security Arena, Data Privacy On-boarding and Re-fresher courses, AMLA, etc.) TECHNICAL AND JOB SPECIFIC REQUIREMENTSList below the minimum job specific requirements and experience required for the candidate or incumbent of the role to have.
Degree in Business Administration and/or Allied professions
"Work experience in Insurance, Bancassurance in the following areas:
• Insurance Administration
• Product Knowledge
• Training, Licensing & Agency
• Preferred but not required
Excellent written & communication skills
Excellent analytical and problem solving skills
Knowledgeable in MS word, Excel & PowerPoint
Goal oriented and results driven
Flexible/ willing to adapt to changes
People/Client-oriented
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams, and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, grow, and shape a better future for our customers and the world around us.
We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love, or what you believe in. We, therefore, welcome applications regardless of ethnicity or cultural background, gender, nationality, religion, disability, or sexual orientation.
Join us. Let's care for tomorrow.
