Assistant, Distribution-Operations

Job Responsibilities

1) Renewal Notices (from 15th till end of Month)
Downloading, Printing & Sorting renewal notices for:

• Direct (Print Hardcopies)
• Special arrangement agents
• Email Agents/Brokers/FA/Staffs
• To mail merge excel data given by A&H Team (Pei En) into letters.
• 3 Classes (PETCARE, PA SMART, PA SAVVY)
• Print the letters after Mail Merge & mail out to insured.
• Send Staffs RNs directly to their email address (even those unknown) with encryption via PREMIA.

2) On-boarding New Producers (Agents & FAs)

• Send Executive Report for Sign offs in Docusign
• Do Litigation search & MAS Searches for Individuals & Corps
• Perform Sanction Screening checks for individual.
• Send Agency Agreement for Sign offs in Docusign
• Register Agents/Corps in GIA.
• Create Producer Code in PREMIA. (Setup includes particulars & bank details.
• Inform BD, Fina...