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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.