Jobs at Income Insurance

Handle personal lines policy servicing and underwriting reviews, ensure accurate policy issuance and compliance, respond to policyholder/intermediary enquiries, manage exception reports, and support process improvements and system projects.

The AML Compliance Executive monitors transactions, assists with investigations, and conducts customer due diligence to uphold financial integrity.

Support the reinsurance and financial lines portfolios through data management, contract assurance, compliance tracking, and administrative tasks. Perform AML screening and maintain documentation.

As a Sales Manager, lead a team of Financial Consultants to drive sales growth, maintain performance, and execute sales strategies. Responsible for hiring and training staff, ensuring compliance with regulations, and achieving sales targets.

The role involves providing administrative and clerical support to the Client Portfolio Management Team, including documentation management and client inquiries.

Responsible for managing customer enquiries, scheduling accident reporting appointments, and ensuring a high level of customer service. Ad-hoc duties may also be required.

Handle health policy servicing transactions for IncomeShield plans (changes, terminations, payer/payment updates), prepare correspondence, perform quality checks, support process-improvement projects and company-wide initiatives, and work collaboratively under tight timelines.

Manage and grow assigned financial adviser (FA) partners by driving sales campaigns, providing prompt partner support, resolving application queries, coaching advisers, building strategic relationships, participating in marketing events, and ensuring efficient channel operations to meet business targets.

Lead and coach a team of Client Advisers to meet sales targets. Set performance goals, provide feedback and training, recruit talent, monitor performance, create improvement action plans, execute business and sales strategies, and support projects and department leadership.

Lead and conduct fair, independent investigations into market conduct complaints; apply disciplinary actions per framework; prepare regulatory and senior management reports; handle regulator/auditor enquiries; maintain policies, deliver training, advise stakeholders, and support ad-hoc reviews and panels related to insurance distribution compliance.

Lead and execute internal audits: develop audit plans, manage fieldwork, evaluate controls, prepare findings and reports, supervise junior staff, coordinate remediation, liaise with stakeholders and support major business initiatives.

The Data Strategy & Analytics Manager drives digital growth through analytics in marketing, campaign performance, and customer journey optimization. They lead data initiatives to enhance acquisition effectiveness, support strategic decision-making, and optimize user experiences, overseeing collaboration across various teams.

The Business Development Manager oversees operations, compliance, recruitment, training, and vendor management to ensure smooth daily operations and operational support for financial planners and staff.

The Contract Executive will support regulatory initiatives, manage customer complaints, handle operational tasks, and assist in project assignments for the Customer Engagement team.

The Business Development Manager drives sales through partner relationships, executes sales campaigns, and ensures efficient business operations. They develop trust with partners and support team goals.

Assist in daily fund accounting processes, including NAV calculation, reconciliations, and support for audits and reporting. Collaborate with teams to ensure data accuracy and compliance with controls.

The Data Migration Business Analyst ensures business teams are ready for data migration through communication, coordination, and support during the transition phases. They handle data quality, documentation, and customer interactions to ensure a smooth process.

Support Line 2 Technology Risk Management by reviewing and enhancing the IT risk framework, monitoring IT risk indicators, performing RCSA quality assurance, leveraging GRC tools to reduce duplication, advising on IT project risk, developing third-party risk management synergies, and reviewing IT regulatory compliance and incidents.

Lead end-to-end implementation of a Distribution Management System for an Income Financial Advisory. Act as liaison between business stakeholders, vendors, and IT to gather and translate requirements into functional specifications, ensure successful delivery, manage stakeholders, and apply AI tools to improve productivity and outcomes.

Sell general insurance and income products by phone to prospects and inbound callers. Meet/exceed monthly sales targets and KPIs, manage leads, use sales software, handle objections, close policies, and collaborate with teams to improve customer experience and sales processes.