Job Description

Job Purpose

As the Lead for Agency / Prestige Partners, you will lead the team to achieve HNW sales KPIs through effective management and prompt service support of the Agency channel. You will also oversee the case management team to ensure that the HNW case submission are processed within the agreed turnaround time and high inforce rate of business.

The Job

• Define, monitor and review HNW KPIs. Evaluate performance to targets to formulate and drive business strategies, project management and initiatives with the aim to optimise results.
• Mentor and inspire Financial Representatives to achieve full potential in sales and service excellence. Provide coaching & motivation with appropriate sales proposition to Financial Representatives to optimise HNW sales contribution.
• Identify recruitment strategies both internally and externally and to continue to identify, engage and onboard potential financial representatives into the company and monitor performance management criteria to drive affluent/HNW sales.
• Review and ensure case management related processes (Eg. High Net Worth applications, tracking files, case updates and other related matters) are in place and operating smoothly.
• Lead the Agency Team to drive HNW sales and achieve both TWNS and NBEV budgets.
• Develop the business through engagements and trainings and ensure that Agency is well versed with the company\xe2\x80\x99s HNW value proposition.
• Proactive to identify and develop both HNW opportunities and emerging HNW market trends.
• Actively obtain information on market gaps information and provide feedback to Head of Department.
• Support HNW product innovation and enhancement through market intelligence.
• Provide quality service and response on HNW related queries.
• Monitor and control sales activities by managing sales trend (both on-shore and off-shore), identify and resolve issues in processes and maintaining effective communication with Agency.
• Assist in planning, initiate, review and implement improvement in work processes.
• Collaborate with all internal and external stakeholders such as but not limiting to Case Managers, New Business Underwriting, Compliance, Customer Service to resolve issues, appeals and feedback.
• Provide regular management reports on sales performance / pipelines and business updates to the Head of Department.
• Assist Head of Department with HNW related matters.
• Ensure that relevant budgets to the Team are catered to and expenditure papers are prepared and approved.
• Ensure Team keeps audit worthiness level.
• Review SOPs related to scope of Team on an annual basis to ensure that they are updated with any changes made to processes.
• Assist in onboarding processes and Family Office initiative.
• As part of the leadership team, work with key stakeholders to proactively shape the organisation\xe2\x80\x99s culture and conduct environment that is aligned to the organization\xe2\x80\x99s Core Values.
• Champion culture and conduct behavioral expectations within the Department/Division.
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
• Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
• Highlights any potential concerns /risks and proactively shares best risk management practices.

Qualifications

Our Requirements

• Minimum a degree holder with at least 10 years of relevant work experience
• Leadership, management skills and the ability to coach, motivate and retain staff
• Possesses strong business acumen
• Experience in Life Insurance product and/or business development is a mandatory pre-requisite
• Knowledge of underwriting requirements for high net worth cases
• Proficient in Microsoft Office Applications (Excel, Powerpoint & Word)
• Excellent interpersonal and communication skills
• Problem-solving aptitude
• Innovative and proactive
• Self-driven, with ability to work under pressure and multi task
• Numerate with an eye for detail
• Demonstrates alignment with the organisation\xe2\x80\x99s core values through expected behaviours
• High level of integrity, takes accountability of work and good attitude over teamwork
• Takes initiative to improve current state of things and adaptable to embrace new changes

About Great Eastern

Established in 1908, Great Eastern places customers at the heart of everything we do. Our legacy extends beyond our products and services to our culture, which is defined by our core values and how we work. As champions of Integrity, Initiative and Involvement, our core values act as a compass, guiding and inspiring us to embrace the behaviours associated with each value, upholding our promise to our customers - to continue doing our best for them in a sustainable manner.

We work collaboratively with our stakeholders to look for candidates who exhibit or have the potential to embrace our core values and associated behaviours, as these are the key traits that we expect from our employees as they develop their careers with us.

We embrace inclusivity, giving all employees an equal opportunity to shine and play their role in exploring possibilities to deliver innovative insurance solutions.

Since 2018, Great Eastern has been a signatory to the United Nations (UN) Principles of Sustainable Insurance. Our sustainability approach around environmental, social, and governance (ESG) considerations play a key role in every business decision we make. We are committed to being a sustainability-driven company to achieve a low-carbon economy by managing the environmental footprint of our operations and incorporating ESG considerations in our investment portfolios; improving people\xe2\x80\x99s lives by actively helping customers live healthier, better and longer; and drive responsible business practices through material ESG risk management.

To all recruitment agencies: Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.

Great Eastern