Senior Executive, Agency Registration & Movement

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

About FWD Takaful Berhad

FWD Takaful Berhad (“FWD Takaful”) is a takaful provider in Malaysia that offers family takaful services. FWD Takaful is licensed under the Islamic Financial Services Act 2013 and is regulated by Bank Negara Malaysia. FWD Takaful is a takaful business unit of FWD Group.

Visit https://www.fwd.com.my

Join us

We’re proud to be a company that encourages and nurtures fearless innovation in achieving our vision of changing the way people feel about takaful. Our teams come from a wide variety of industries and backgrounds because we value developing a truly diverse pool of talent that brings different perspectives and experiences. Our values – committed, innovative, proactive, open, and caring – define who we are and what we do as we work together to bring our vision to life, every single day.

Agency Registration Management

To process the end-to-end registration process for new agents/agencies.
To coordinate the issuance, renewal and maintenance of agency licenses in accordance with regulatory and company requirements
To ensure proper data entry and accuracy of agent records in agency management system.
To liaise with regulatory bodies (e.g BNM, MTA and LIAM) and external parties for registration and licensing matters when necessary.
To maintain accurate and up-to-date agent records in relevant systems.

Agent Movement Coordination

To process all agency movement requests including transfers hierarchy changes, resignation, promotion, demotion.
To validate requests against company policies and ensure proper approval are obtained.
To maintain master file for easy reference on movement records.
To ensure timely and accurate processing of agent movement requests in accordance with company policies with minimal errors.
To collaborate with relevant departments to ensure smooth transitions and minimal business disruption.

Governance and Compliance

To execute all governance frameworks to ensure adherence to policies and procedures e.g .
BNM Professionalism of Insurance and Takaful Agents (PITA) due diligence checking.
To address and resolve any compliance issues or discrepancies.
To maintain proper documentation and audit trails for all registration and movement.
To support internal and external audits by preparing relevant documentation and reports.
To identify non-compliance issue and escalate to superior with recommendations for corrective actions.

System and Process Enhancement

To review existing processes and identify opportunities for improvement in efficiency, accuracy and turnaround time.
To participate in system enhancement related to agency registration and movement.
To contribute to the development of SOPs, and workflow documentation to strengthen operational governance.

Reporting and Analytics

To generate regular reports on agent registration, movement trends, and compliance metrics.
To analyze data to identify patterns, risks, and opportunities for improvement.

Others

To maintain a proper Agency data management and record keeping
To support/involve for any agency new project/initiatives
To perform any ad-hoc tasks/special projects as assigned from time to time.
To maintain data accuracy and integrity across all agent records and systems.
To foster a culture of transparency, accountability, and collaboration across agency operations.
To develop a collaborative, partnership relation with Agency Distribution, Customer Service, Operations, Risk, Compliance and other business functions across the entity.