Agency Licensing Specialist
7 days ago
We are seeking a highly motivated and detail-oriented Agency Licensing Specialist to join our team at AIA Malaysia. The successful candidate will be responsible for processing new agent contract applications, ensuring timely completion of licensing and movement tasks.
Key Responsibilities:
- Process new agent contract applications end-to-end within the stipulated timeline for Standard Life Planner, Elite (Elite Lite, Elite, Elite Pro), Add license application (Life, Takaful and General license) and FAR Conversion.
- Monitor the turnaround time of application processing to ensure timeliness is achieved.
- Provide daily updates on application status and team's turnaround time for management.
- Perform due diligence assessment and ensure all applications are processed as per rules and regulations set by regulatory bodies and the company.
- Evaluate the accuracy of bulk upload and system updates in accordance with standard operating procedures (SOP).
- Conduct monthly reconciliation of records for LIAM/MTA/PIAM with AIA records.
- Assign cases effectively and process agency contract stamping in a timely manner.
- Generate regular and ad hoc licensing reporting within the stipulated timeline.
- Analyze data on agency licensing and provide insights for management's reference.
- Making timely and accurate payments to vendors.
- Perform any other agency licensing and movement assignment from time to time to meet operational efficiency objectives.
- Review and fine-tune SOPs/processes regularly to ensure they meet business requirements and customer expectations.
- Liaise effectively with relevant parties to resolve enquiries from agencies and stakeholders within expected turnaround times.
- Perform periodic quality assurance checks and prepare data for internal and external audit and compliance teams.
- Manage data accurately, keeping proper records/documentation for payment-related matters.
- Prepare user requirements/user stories for system enhancements and conduct requirement walkthroughs with relevant parties.
- Verify UAT results and perform post-deployment checks.
- Perform ad-hoc requests such as data analysis/report analysis/presentation deck, etc., as required.
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