Agency Reconciliation Process

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

To ensure all submission request of Non-BAU process from Sales Team treat proper and running within timeline relate with company rules and guideline by reconciliation of completeness documents and approvals from related parties (Direktur Keagenan, Finance, NewB, Claim Dept, Agency Contest, etc).

Key Responsibilities:

1. To received and Verify Non BAU Request from Agency Business Development Partner (“ABDP”) or sales support regarding Agent Registration, Agent Level and Hierarchy, Compensation and Contest, New Business and Underwriting process. (20%)

• Check the completeness of Form and Approval
• Send acceptance email and verification flow process
• Send email Data error to ABDP or Sales Support if any
• Send the cancellation process for non-completed form and or approval.

2. Consolidate with relevant team to validate the request (20%)

• Check the standard regulations or Memorandum applied for the submission objective request.
• Check for the requirement document needed for the case submitted
• Completing necessary information needed to support case

3. Conduct weekly meeting to discuss the on-going submission (20%)

• Discuss the intention of the case submitted to ARP
• Update the case progress to Head of Agency Strategic for acknowledgement

4. To obtain Agency Director’s Approval for the cases (30%)

• Prepare summary case for acknowledgement
• Complete the requirement from Agency Director (Check the applicable regulations with the relevant team
• Send the cancellation process for Non Approved cases.
• Send the approval to relevant team as follow:
  o Commission to Distribution Benefit Distribution (“DCB”)
  o Contest to Convention & Contest Financial Management (“CCFM”) and Agency contest
  o Agency Contract Maintenance for Agent status and Hierarchy
  o Agency Registration Support (“ARS”) for Agent Rejoint & Registration process
  ​o Operation team for operation process related New business and Claim

5. Prepare Monthly ARP Report (10%)

Requirements:

• Education – minimum S1 in related major (Business, Economic, Law, Administration, Communication)
• Strong analytical skill in identifying issues and cases
• Strong communication skills to communicate with relevant team
• Proven interpersonal skills and the ability to work well within a team
• Strong oral and written communication skills in English
• Strong sense of responsibility and ability to work minimal supervision
• Ability to manage multiple tasks, organize priorities and meet deadlines
• Desire and ability to develop strong working relationship

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.