Manager, Trust Bancassurance Partnership

Manager, Trust Bancassurance Partnership

Join to apply for the Manager, Trust Bancassurance Partnership role at Income Insurance Limited

Manager, Trust Bancassurance Partnership

Join to apply for the Manager, Trust Bancassurance Partnership role at Income Insurance Limited

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• Conduct regular product sharing, updates, and thematic briefings for sales teams virtually and face-to-face
• Design and implement incentive schemes and tactical campaigns to boost sales performance
• Collaborate on customer journey design initiatives to enhance bancassurance service delivery
• Manage appeals for underwriting decisions and preliminary requests from bank partners
• Oversee submission of new business documentation and follow up on outstanding requirements
• Address new business enquiries and provide timely resolution to partner queries
  

• Conduct regular product sharing, updates, and thematic briefings for sales teams virtually and face-to-face
• Design and implement incentive schemes and tactical campaigns to boost sales performance
• Collaborate on customer journey design initiatives to enhance bancassurance service delivery
• Manage appeals for underwriting decisions and preliminary requests from bank partners
• Oversee submission of new business documentation and follow up on outstanding requirements
• Address new business enquiries and provide timely resolution to partner queries
  

• Respond to daily enquiries from bank partner regarding products, systems, documentation, and post-sales processes
• Manage and coordinate the training and induction of sales teams for partnership
• Handle appeals and escalations related to consumer promotions and campaign incentives
• Maintain broadcast lists for updates on system enhancements, promotions, and incentives
• Process consumer promotion-related requests, including redemption extensions and guidance
• Manage Point-of-Sale (POS) enquiries and documentation submissions (e.g., cash benefit instructions, freelook, surrender requests)
• Address commission-related enquiries, including audit confirmations and reconciliation issues
• Prepare internal data reports for submission to Income and other stakeholders
  

• Generate and maintain monthly comprehensive data feeds
• Prepare and submit monthly regulatory reports and performance reports as required
  

• Bachelor’s Degree in Business, Finance, Insurance, or related field
• 5 years of experience in bancassurance, insurance distribution, or partnership management
• Proven track record in managing bank relationships and driving sales performance through channel partners
  

• Strategic Partnership Management: Ability to build strong relationships with various stakeholders and influence outcomes across multiple levels
• Sales Enablement: Able to influence, designing and executing sales campaigns, training programs, and performance incentives
• Process Optimization: Experience in scaling operational processes and improving workflow efficiency across bank channel
• Analytical Thinking: Strong data interpretation skills to identify trends, gaps, and opportunities for growth
• Communication & Influence: Excellent interpersonal and presentation skills to engage both internal teams and external partners
• Project Management: Ability to lead cross-functional initiatives and manage multiple priorities in a fast-paced environment
• Tech-Savvy: Proficient in Microsoft Excel, PowerPoint, and CRM/sales tracking systems. Able to adapt and learn new sales tools to drive efficiency

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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