Bancassurance Support

About the role

This role provides administrative, documentation, and financial support to Bancassurance operations. You will manage data collection, processing, validation, and maintenance related to Bancassurance activities, prepare regular and ad-hoc reports, and perform data reconciliation between internal records and partner information. You will also handle payment and financial administration tasks, including preparing and monitoring supporting documents for payments, reimbursements, incentives, and events, while coordinating with Finance to facilitate timely processing. Additionally, you will provide operational support to the Bancassurance Sales Team and ensure all administrative processes comply with company policies, procedures, and Standard Operating Procedures.

Key responsibilities

• Collect, process, validate, and maintain data related to Bancassurance activities
• Prepare regular and ad-hoc reports to support business and management requirements
• Perform data reconciliation between internal records and information received from partners or related functions
• Prepare and monitor supporting documents for payment, reimbursement, incentive, event, and other related financial processes
• Coordinate with Finance and relevant functions to facilitate timely payment processing
• Monitor invoice and payment status and follow up on outstanding items
• Support reconciliation activities for completed payments and related transactions
• Provide administrative and operational support to the Bancassurance Sales Team
• Prepare supporting data for incentive programs, campaigns, contests, events, and other sales activities
• Ensure all administrative processes are performed in accordance with applicable company policies, procedures, and Standard Operating Procedures

About you

• Minimum Diploma/Bachelor Degree in Administration, Management, Accounting, Finance, or related field
• Experience in administration, sales support, finance administration, banking, or insurance is preferred
• Fluent in operating Ms. Office (Strong in Word, Excel, Power Point) and data processing/reporting
• Good communication and coordination skills
• Detail-oriented, organized, responsible, proactive, and able to work with deadlines
• Basic data analysis, reconciliation, and accuracy checking capabilities
• Basic understanding of Bancassurance, banking, insurance, or financial services is preferred