Executive – Channel Operations

Job description
Executive – Channel Operations

Union Assurance is a leading corporate and the fastest growing entity in the Life Insurance industry backed by the strength and stability of John Keells Holdings PLC, one of Sri Lanka’s largest conglomerates. For the 9th consecutive year, the company has received the GPTW certification as a ‘Best Employer Brand,’ and in 2020 was awarded the ‘Global Employer Brand’ by the World HRD Congress.

The Job:

The person will be responsible to provide operational and administrative support to the bancassurance sales team, ensure that the bancassurance program runs smoothly and efficiently

Key Accountability:
• Deliver an exceptional customer experience, create awareness and motivate bank employee
• Establish & strengthen relationship with Bank branch manager & staffs to gain leads
• Support and guide customers with changes to their insurance policies such as updating beneficiaries, changing coverage amounts or managing claims
• Provide prompt and effective responses to customer inquiries and complaints related to insurance products and services
• Track and monitor sales performance and providing regular reports to management on key metrics such as sales conversion rates, customer satisfaction and sales productivity
• Ensure all the proposals are converted to policies before the month end & minimize proposals getting
• Ensure all the deposit transfers are updated to system accurately in timely manner
• Update and maintain all Dashboards in accurate and timely manner
• Manage the documentation of marketing materials requirements, operation of the bancassurance program and standard operating procedures
• Ensure that all policies and procedures are in compliance with regulatory requirements and highlight risks associated with bancassurance operations

Qualifications and Experience:
• Bachelor’s Degree in Business Management, or Marketing
• Minimum 3 years’ experience in channel operations is preferred.
• Previous work experience in the insurance industry would be an added advantage
• Proficient in Microsoft Office applications
• Excellent communication skills
• Ability to multi task and work under pressure
• Self-motivated individual with ability to work in a team-based environment