Registration and Movement Analyst

Philippines·Makati Citymid

OtherAnalyst

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Quick Summary

Requirements Summary

· Onboarding /Offboarding · Promotions · Demotions · Segmentation Tagging · Other movements that may be implemented by the company Support these movements with regular communication and advisories,

Technical Tools

OtherAnalyst

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

About the Role

~2 min read

The position is responsible for overseeing the efficiency, timeliness, and integrity of the Company’s contract management and licensing function for its agencies and other distribution channels. It shall be in charge of the movements of the distribution channel’s agents across the different level of the agency hierarchy and across the different segments. It shall also ensure compliance to the company’s policies and guidelines as well as ensure adherence to the requirements set forth by the Insurance Commission

1. Ensure that movements across the agency hierarchy and across the different segment levels are executed and implemented. This includes:

· Onboarding /Offboarding

· Promotions

· Demotions

· Segmentation Tagging

· Other movements that may be implemented by the company

Support these movements with regular communication and advisories, as well as progress tracking and monitoring.

2. Oversee the agency application process, records maintenance in the Agency Administration System, contract issuance and validation, license renewal process, and general liaison with the Insurance Commission

· Review all applications for agency license and Agency Leader appointments vis a vis entry criteria

· Create, update, and maintain records in the Agency Administration System

· Issue PA codes, contracts, IDs, and other components of the on-boarding kit

· Manage the contract validation cycle and reports (ACR and ALCR)

· Manage the license renewal cycle with InsCom

· Liaise with InsCom for licensure exams, including agency payment options

Scheduling

· Liaise with InsCom for general matters and industry associations

· Manage the inventory of all licensing forms and paraphernalia

3. Oversee the development and deployment of various agency management systems and processes, the new InsCom license application process, and the Licensing Operations Manual

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.