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Assistant Manager, Ifa Admin

3 months ago

Ho Chi Minh City, Ho Chi Minh, Vietnam FWD Insurance Full time
About FWD Vietnam


FWD Group is a pan-Asian life insurance business with more than 10 million customers across 10 markets, including some of the fastest growing insurance markets in the world.

FWD reached its 10-year anniversary in 2023.

FWD Vietnam was established in 2016 and is a member of FWD Group.

FWD is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology.

Through this customer-led approach, FWD is committed to changing the way people feel about insurance.

Visit

The position is responsible for providing administrative support and ensuring smooth and effective operations within IFA channel.

KEY ACCOUNTABILITIES:
Agency onboarding and movement

  • Oversee the accurate and timely processing of granting agent code, product licensing, agency contracts, ensuring all documentation is complete and compliant with regulatory requirements
  • Be owner of the processes for onboarding new agent and other movements during their contract lifecycle (e.g. termination, demotion, promotion, etc.)
System & report

  • Maintain uptodate and accurate records of agents; prepare the reports to management and regulatory authorities
  • Set up systems to onboard new IFA partner; Maintain and enhance eRecruit system for IFA channel
Process improvement and compliance monitoring

  • Identify opportunities to streamline administrative processes and propose and implement solutions to improve efficiency and productivity
  • Stay up to date with industry regulations and ensure adherence to compliance guidelines
Team management

  • Lead and manage a team of professionals responsible for IFA Admin function;
  • Set clear objectives, provide guidance and support, and foster a positive environment to maximize team performance and productivity;
  • Conduct regular performance evaluations, provide feedback, and identify opportunities for professional development.
Other assignments assigned