Roles & Responsibilities:

• Address the queries and reports from assigned banks by coordinating with the relevant counterparts and providing feedback to all concerned parties, by maintaining clear communication channels, to ensure efficient problem resolution and alignment across departments.
• Submit daily applications/requests for remote areas, while coordinating all logistics, by processing the applications promptly and ensuring necessary documentation is complete, to support smooth operations and timely service delivery.
• Organize and update an efficient filing system for the assigned bank/banks, by using a structured and accessible digital or physical storage method, to ensure easy retrieval of documents and maintain organizational efficiency.
• Assist in implementing projects linking the bank/banks' processes with other departments, by coordinating activities, documenting, and troubleshooting integration efforts, to ensure seamless execution and alignment across teams.
• Prepare relevant documents for the assigned bank/banks' incentive initiatives (e.g., recognition certificates, achievement awards, sales contests), by gathering data and collaborating with internal stakeholders, to encourage and recognize performance while promoting motivation and engagement.
• Develop and generate the necessary statistics or reports required by the Key Account Manager, by collecting data from various sources and using appropriate software tools, to assist in day-to-day project activities and provide actionable insights for decision-making.

Required Qualifications:

• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field
• 1 - 3 years of experience in the insurance industry, with a strong background in sales and field operations