Senior Business Development Manager
1 week ago
As a key member of the Peerless Financial Products Distribution Ltd. team, the Branch Operations Manager will be responsible for the daily operations of the business.
They will oversee the login of proposal/application forms for all business verticals, as well as the issuance of GIPolicies in CRM. The incumbent will also be responsible for the daily monitoring of existing processes and ensuring completion within defined TAT.
In addition, the Branch Operations Manager will generate CTFATFRTF and DTF reports on a daily basis. They will also maintain business quality, reduce error rates for maximum revenue, and conduct business solicitation/lead generation.
Furthermore, they will verify proposal forms and other documents, as well as perform any other acts/deeds as may be delegated or advised from time to time.
Key responsibilities include cash management, premium acceptance, and the issuance of money receipts as per current HO guidelines. They will also be responsible for currency verification at the time of premium acceptance and verification of third-party cheques.
The ideal candidate will have a strong understanding of channel distribution, agency handling, and the broking of insurance products under the categories of life, health, and general. They will have excellent communication skills and the ability to work effectively in a team environment.
Education: Graduation.
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