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Distribution Channel Coordinator
1 week ago
An excellent opportunity has arisen for a skilled and motivated individual to join our Distribution Channel team as a Senior Executive in agency Offboarding.
Duties and Responsibilities- Oversee the offboarding process for our agency network, ensuring a smooth transition for both the agency and the business.
- Provide expert guidance and support to agencies undergoing the offboarding process, serving as their primary point of contact.
- Maintain accurate records and documentation related to the offboarding process, including policy transfers and reassignments.
- Manage financial recoveries from resigned agency representatives, ensuring timely and efficient processing.
- Process change of agent requests from policyholders across all business lines.
- Respond to external reference requests and conduct DNC checks as required.
- Identify opportunities to enhance the offboarding experience, improving risk, compliance, and process efficiency.
- Regularly report to management on the status of offboarding activities, providing valuable insights.
- 3-5 years of experience in a comparable role, preferably within the insurance and/or FA channels sector.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders.
- Superior organisational and time management skills, enabling effective multitasking and prioritisation.
- A detail-focused and analytical mindset, with a passion for process improvement.