Associate, Operations Planning (CIF-Customer Information File)
Kuala Lumpur
Permanent
Full-time
17 days ago
About the Job To ensure that incoming customer information in Centralized Customer Information File (CIF) is consistent with the information within the organization's database and to support departmental projects or process improvement initiatives aligned with the organization's strategic objectives and business goals. Customer Information File (CIF) - Processing Review and perform approvals in CIF to merge customer records for Pending Queue Management & Merging Request, ensuring accuracy and consistency. Perform data correction in CIF, FPMS and Life Asia systems based on valid supporting documents or proof provided. Promptly attend to enquiries and ensure proper follow-up for cases escalated to other teams or users until resolution. Ensure SLAs are met within the stipulated turnaround time for all CIF incoming cases. Customer Information File (CIF) - System Support Collaborate with IT and relevant stakeholders to identify risk gaps and propose solutions for system and production issues related to inconsistent incoming customer information. Attend to ad-hoc system enhancement requests, provide User Acceptance Testing (UAT) support, and participate in data cleansing activities. Prepare, manage, and track UAT progress and defect resolution to ensure timely delivery. Proactively highlight any potential concerns /risks and share best risk practices in risk management to ensure compliance with internal policies and regulatory requirements. Regular Reporting & Tracking Support Assistant Manager in ensuring timely and accurate submission of regular reports related to CIF incoming cases. Prepare and maintain daily SLA monitoring reports to track performance and ensure SLAs are consistently achieved within the stipulated turnaround time. Data Quality Management Perform timely reviews of processing errors to ensure data quality is within tolerable threshold and analyze the operational impact and identify appropriate control measures. Conduct regular quality checks to ensure the team's data accuracy meets agreed standards and thresholds. Others To perform AML screening in FPMS system within the stipulated timeline agreed by Compliance. To support Assistant Manager to review Standard Operating Procedure annually. To develop and implement process improvement plans to optimize CIF processes. To support other departmental activities where required. We are looking for people who Possess tertiary education in Business Administrative or any related field. Preferably 1 to 2 years working experience in life insurance industry. Experience in processing and operations, or customer administration. Independent & strong interpersonal skills. Good communication and negotiation skills. Ability to produce high quality work under pressure. Proficient in Microsoft Office - Excel, Words and PowerPoint. High level of integrity, takes accountability of work and good attitude over teamwork. Takes initiative to improve current state of things and adaptable to embrace new changes. How you succeed Champion and embody our Core Values in everyday tasks and interactions. Demonstrate high level of integrity and accountability. Take initiative to drive improvements and embrace change. Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively. Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively. Who we are Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels - a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of "AA-" by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern&aposs asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. To all recruitment agencies: Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes. Location: Menara Great Eastern Employment Type: Permanent Show more Show less