Contract Executive, Distribution Onboarding & Offboarding (12 months) - #1105623

The incumbent will be responsible for managing the onboarding and offboarding processes of agents with other insurance providers, ensuring smooth transitions, data accuracy, and timely coordination with external Providers and internal stakeholders.

Responsibilities

Onboarding

• Creation & update of agent profiles

• Work closely & follow up to request the agent code from Providers

• Updating of agent codes into the system when Providers revert

• Update providers when there are internal changes (e.g., Approving Manager)

Offboarding

• Handle the preparation of the release letter

• Prepare & send policy list to BD team

• E-mail to inform Providers of termination of agent

• Consolidation of the policy list from the Providers and forward to the new agent taking over

• Performing policy transfer to a new agent, etc.

Requirements

• Diploma / Degree in any discipline

• Candidates with experience in the insurance industry would be preferred, especially in agent on-/off-boarding in an FA setup

• Meticulous & resilient, with the ability to work amidst process changes & automation.