Bancassurance Support Specialist

JOB PURPOSE:

Perform various sales support activities to optimize the sales outcome and maintenance of accuracy of sales force.

JOB DESCRIPTION:   

• Educate sales team guidelines.
• Regularly maintain database with data accuracy update, logging of account & opportunity information and follow up with team to ensure details are updated.
• Liase between operations team and the channel if any inquiries or follow up emails are received from any channel regarding invoices or policy documents,
• Submit P.O. on Ariba as per the team’s requirements such as events / products and coordinate with Procurement / Marketing teams.
• Assist the team with submission of official receipts for reimbursement.
• Prepare reports whenever requested.
• Centralize team documents and process map all key processes in a team shared drive.
• Capture team meeting minutes.

COMPETENCIES REQUIRED:

• Proficient understanding of products, services, processes and systems supported. 
• Proficient customer service skills. 
• Proficient problem solving and analytical skills.
• Keen attention to details and cautiousness when releasing terms / TOBs.