ตำแหน่งงานว่าง

Agency

Responsibilities:

  • Support the company’s goals through a arrange of business development, consulting and analytic sales functions
  • Have knowledge of the agency business, plus expertise in digital marketing and current trends
  • Motivate and drive sales though organic growth of current agents roaster and actively sourcing new sales through new agents
  • Able to effectively respond to ant online or telephone queries in a calm and friendly manner

 

Qualifications:

  • Bachelor Degree
  • A minimum of two years experience about life assurance
  • Agency Director job experience would be advantageous

Responsibilities:

  • Support the company’s goals through a arrange of business development, consulting and analytic sales functions
  • Have knowledge of the agency business, plus expertise in digital marketing and current trends
  • Motivate and drive sales though organic growth of current agents roaster and actively sourcing new sales through new agents
  • Able to effectively respond to ant online or telephone queries in a calm and friendly manner

 

Qualifications:

  • Bachelor Degree
  • A minimum of two years experience about life assurance
  • Agency Director job experience would be advantageous

Marketing

Responsibilities:

  • Translate high level experience design into actionable treatments for each customer segment across channels and throughout their relationship
  • Design customer experiences that reflect customer strategy and enhance satisfaction, and maximize value of the customers
  • Implement business processes and tools to improve overall customer experience in all touchpoints
  • Create insights from customer researches and customer feedback to optimize the customer experience while ensure quality of product and services at all touchpoints
  • Execute CX initiatives implementation with supporting & insightful information from data analysis & segment
  • Coordinate across functions to inspire others with insights and good CX story
  • Produce the CX Life Cycle and touch-point Maps and Interaction Occasions
  • Collaborate with cross-functional stakeholders to initiate customer experience action plans into other department initiatives
  • Responsible for CX assessments, gap analyses and EFM platform as well as articulate feedback to strategic actions to ensure better satisfaction level
  • Be a project manager to manage project related to CX initiatives to ensure project execution successfully on time
  • Work closely with regional team to align overall strategy and plan

 

Qualifications:

  • Must have at least 5 years+ experience and proven success in field of marketing, customer experience, customer research and analysis
  • Proven records of success in marketing initiative management and detail-oriented
  • Strong analytical and project management skill
  • Demonstrate ability to translate customer needs into business requirements
  • Practical experience in customer and/or user satisfaction or feedback management in connection with analytics tool
  • Ability to use hard data and metrics to back up assumptions

Finance & Actuarial

Responsibilities:

  • Oversee the teams that perform European Embedded Value (EEV), local regulatory, economic capital, Solvency II, and IFRS valuation. This includes Year‐End, Half‐Year, quarterly and monthly reporting, as well as business planning and forecasting.
  • Oversee the team that develop and lead the Financial Risk Management function as a result of the increasing requirement on FRM.
  • Oversee the team that perform reinsurance functions.
  • Oversee the team the perform Prophet modeling.
  • Support the Chief Actuary in the review of regular experience monitoring reports, and drilling into the underlying reasons for movements in the results, to aid annual assumptions review.
  • Support the Chief Actuary in addressing specific business issues such as model changes, introduction of new regulation, new/re‐negotiation of existing reinsurance treaties, etc

 

Qualifications:

  • 8‐15 years of actuarial work experience
  • Preferably fully qualified actuary of international actuarial body or nearly qualified.
  • Life insurance valuation experience, preferably in EEV, IFRS, Solvency II, Thailand RBC experience.
  • Prior actuarial management experience.

Expense Study

Responsibilities:

  • Support on expense study process
  • Understand nature of expense, expense assumption and deeply analysis between actual Vs. loading in details such as by channel and by product,etc.
  • Identify the overspending area, and raise to management for further consideration, to ensure the expense overrun is reasonable.

 

Expense Management - SIR

Responsibilities:

  • Review and analysis on Sales Incentive Campaign Request for management approval
  • Prepare and update cost control sheet report
  • Prepare the accrued expenses for sales incentives by coordinating with Sale, to ensure accurate accruals and spending and timely recording at month-end
  • Prepare and deliver the monthly sale incentive dashboard, Ad-hoc report request from RHO

 

Qualifications:

  • Minimum degree in Accounting
  • 1-3 years experiences in accounting or auditing, insurance experience is an advantage
  • Good command of English
  • CPA is an advantage

Responsibilities:

  • Manage and review all tax filing to Revenue department to ensure efficiently tax management, timely and accurately submission, both direct and indirect tax such as PND50,51,1,3,53,54, PP30,36, stamp duty, PT40 and other if any.
  • Liaise and work with tax advisory, PCA and UK tax personnel, tax authority for all tax matters and come up with solution for implementation to all related parties (users) in PLT.
  • Strategic planning for Company efficiently tax management and minimizing company tax exposure.
  • Proactively follow up and update on any new tax/regulatory changes / development such as transfer pricing, new tax requirements, allowance, etc. Then, take these to update to related team, timely implementation with smooth transition with less impact to company and operation process. Ensure PLT compliance to all tax requirements and regulation.
  • Conduct company tax health check on a regular basis to ensure zero penalty and plan ahead for upcoming ruling/new regulatory.

 

Qualifications:

  • Minimum degree in Accounting
  • 7- 10 years experiences in taxation, insurance experience is an advantage
  • Good command of English

Responsibilities:

  • Take lead for company budgeting process, expense study, expense control process for company and business plan preparation.
  • Prepare expense study to deeply understand expenses in all aspects such as acquisition, maintenance, per policy, per premium, etc and be able to provide recommendation, coach team, monitor and analyze result between actual and loadings.
  • Deliver the monthly expense review with valid commentary for expense performance of the company and provide recommendations on expense efficiency management.
  • Prepare reports for management such as profit and loss by channel, by group product
  • Deliver the expense report- (VS budget and prior year) with the commentary to head of departments
  • Prepare the ad-hoc reports on management, PCA and expense tracking on user request
  • Review the budget transfer request and raise the issue or any concern to management.
  • Provide the analysis on Sale incentive campaign and commissions. This includes but not limit to Management related expense (MRE), Sale distribution cost (SDC), sales related

 

Qualifications:

  • Bachelor’s Degree in Accounting, information System, MIS or related
  • CPA qualification or auditing background (preferable)
  • At least 5 year-experience in expense management, budgeting, finance reporting or related position.
  • Good analytical skills with problem solving, decision making, and project management skills
  • Be able to work under pressure with limited resource and time.
  • Strong MS office and proficient in MS excel and power point
  • Strong communication & interpersonal skills

Responsibilities:

  • Support team in investment operation and reporting related to fund investment;
    • investment operation activities e.g. transfer money among company’s accounts, submit order to custodian
    • investment reporting e.g. prepare investment committee presentation, prepare investment portfolio valuation report and accounting report on fund investment
  • Perform UAT testing for fund implementation either new AMC and existing AMC;
  • Apply fund knowledge on investment operation and reporting as per local/ regional office requirement and local regulator requirement;
  • Responsible for update and monitor the compliance – investment unit linked related regulations;

 

Qualifications:

  • At least Bachelors degree required, preferably in Business Administration, Accounting or Finance
  • Experience: 3-4 years related experience
  • Proficient in Excel
  • Fund related or Unit linked experience is preferred

Responsibilities:

  • Generate production reports on a daily, weekly, monthly, quarterly and annual basis.
  • Prepare sales incentive reports to support campaign tracking for each channel
  • Prepare ad-hoc reports and presentations to support management information
  • Proceed data reconciliation between download data and source
  • Develop and improve MIS report preparation process
  • Coordinate with channel and submit production data to channel

 

Qualifications:

  • Bachelor’s Degree or higher in Computer Science, Information System, MIS, AIS or related
  • Proficient in Microsoft office (Excel, Access, PowerPoint, Word)
  • At least 2 years’ experience in Business/ System Analyst or related position
  • Knowledge of system preferable AS400.

Risk

Responsibilities:

  • Implement and ensure compliance with the local Risk Management Framework, Risk Policies and standards, consistent with local regulatory requirement / Group, PCA Risk Frameworks and Risk Policies
  • Identify, assess and monitor the financial risk (i.e. credit, market, liquidity and insurance) exposures against local / PCA’s financial risk appetite and limits and challenge action(s) taken in case of breach
  • Oversee the methodology and assessment of key Solvency ratios and sensitivities / risk drivers
  • Provide oversight of risk-based decision making on
    • product development and pricing. This includes liaising with the key stakeholders to ensure the products (e.g. features, the pricing elements and other conditions) create value within the risk appetite, support the product development team in the product risk management during the product development phase, review the product risks and articulate the risks to the local stakeholders as well as giving guidance to local risk pricing team regarding to the product risk identification, assessment and management policies
    • reinsurance arrangements and any other risk transfer / hedging arrangements
  • strategic asset allocation, investment strategy, M&A
  • Set up and implement local risk appetite framework to ensure operating within the risk appetite
  • Lead and liaise with the relevant stakeholders on the annual risk identification exercise to identify and assess the key risks
  • Develop effective working relationships with all key stakeholders e.g. Finance & Actuarial, Investment managers and Regional colleagues.
  • Lead and support any other risk management initiatives

 

Qualifications:

  • A master’s degree in Finance, Economics, Financial Engineering, Actuarial, Mathematics or other related fields
  • Qualified actuary is preferable
  • Minimum of 7 years experiences of life insurance involving in product development / pricing, experience studies, reinsurance or financial reporting.
  • Experience and knowledge in Solvency II, EEV, IFRS and risk management will be an asset
  • Requires excellent communication, influencing, negotiating and broad organizational skills
  • Must be able to effectively work independently as well as in a team
  • Excellent Communication skill and ability to articulate complex technical issues in clear and concise manner

Responsibilities:

  • Support Head of Department (HoD) in implementing and ensuring compliance with the local Risk Management Framework, Risk Policies and standards, consistent with local regulatory requirement / Group, PCA Risk Frameworks and Risk Policies
  • Support HoD in identifying, assessing and monitoring the financial risk (i.e. credit, market, liquidity and insurance) exposures against local / PCA’s financial risk appetite and limits
  • Oversee the methodology and assessment of key Solvency ratios and sensitivities / risk drivers
  • Provide oversight of risk-based decision making on
    • product development and pricing. This includes liaising with the key stakeholders to ensure the products (e.g. features, the pricing elements and other conditions) create value within the risk appetite, support the product development team in the product risk management during the product development phase, review the product risks and articulate the risks to the local stakeholders as well as giving guidance to local risk pricing team regarding to the product risk identification, assessment and management policies
    • reinsurance arrangements and any other risk transfer / hedging arrangements
    • strategic asset allocation, investment strategy
    • strategic and business planning
  • capital management and any other material business decisions
  • Provide support on the annual risk identification exercise to identify and assess the key risks
  • Develop effective working relationships with all key stakeholders e.g. Finance & Actuarial, Investment managers and Regional colleagues.

 

Qualifications:

  • A master’s degree in Finance, Economics, Financial Engineering, Actuarial, Mathematics or other related fields
  • Qualified actuary is preferable
  • Minimum of 4 years experiences of life insurance involving in product development / pricing, experience studies, reinsurance or financial reporting.
  • Experience and knowledge in EEV, IFRS and risk management will be an asset
  • Must be able to effectively work independently as well as in a team
  • Excellent Communication skill and ability to articulate complex technical issues in clear and concise manner
  • Excellent command in both written and spoken English

Partnership Distribution

Responsibilities:

  • Set standard routine report
  • Reduce manual process, shorten TAT
  • Prepare analysis pack
  • Reduce error and control process
  • Monitor and control partner license

 

Qualifications:

  • Experience working in insurance business
  • Analytical thinking
  • New initiate idea
  • Set standard routine report
  • Reduce manual process, shorten TAT
  • Prepare analysis pack
  • Reduce error and control process

Responsibilities:

  • To provide services to SCBT customers for policy inquiry, claim, changing address and others.
  • Support sales team for application processing, pending memo, follow up customer documents.
  • Support Sales Managers on all expenses reimbursement, follow up cases and helping on doing quotation.
  • Assist Account Relationship team to deliver customer gift

 

Qualifications:

  • Bachelor degree in MBA or Business Administration
  • over 5 years experiences working in marketing and/ or sales preferable in life or non-life insurance
  • Need very carefully of customer complaint handling
  • Banca experience 2-3 years

Responsibilities:

  • ปฎิบัติงานร่วมกับพันธมิตรธุรกิจ ตามพื้นที่ที่รับผิดชอบให้เกิดประสิทธิภาพสูงสุด
  • แจ้งให้พื้นที่ที่รับผิดชอบให้ทราบถึงยอดขายในผลิตภัณฑ์และจัดทำรายงาน(Sale Report) ทุกเดือนและทุกไตรมาศให้กับพันธมิตรธุรกิจและบริษัท
  • เป็นผู้ให้คำแนะนำและให้ความรู้ แก่พันธมิตรธุรกิจ ที่ทำงานในตำแหน่ง Relationship Manager และ Seller ในเรื่องผลิตภัณฑ์ประกันชีวิตและการจัดระดับความเสี่ยง
  • พัฒนาความสัมพันธ์ระหว่างผู้บริหารฝ่ายพันธมิตรธุรกิจ, Relationship Managerและ Seller ของพันธมิตรธุรกิจ
  • ติดตามยอดขายและวิเคราะห์ผลการปฏิบัติงาน การจัดกิจกรรมส่งเสริมการขายตามพื้นที่ที่รับผิดชอบพร้อมทั้งให้คำแนะนำในเรื่องต่างๆที่เกี่ยวกับผลิตภัณฑ์ประกันชีวิตควบการลงทุน (Unit Link)
  • ติดต่อประสานงานกับผู้เกี่ยวข้องภายในบริษัท เช่น แผนกพิจารณากรมธรรม์ แผนกสนับสนุนการขาย ฯลฯ เพื่อให้งานขายที่ได้ส่งมอบให้ดำเนินการตามขั้นตอนเป็นไปด้วยความเรียบร้อย

Responsibilities:

  • Responsible in training financial knowledge and wealth management skills
  • Responsible in conducting motivation course and motivation course related to unit link and saving products
  • Responsible in conducting customer forum session to educate potential customers and to stimulate Unit Link sales
  • Responsible in co-developing training course curriculum and materials especially in the area of financial and investment knowledge, together with curriculum development team
  • Support ordinary life insurance training and motivation

 

Qualifications:

  • Respectable qualification/certification in financial management, financial advisory, or financial planning (i.e SIC license, CFP, CISA, AFPT, etc.) is a must.
  • Have training experience
  • Experience in insurance business and banc assurance is preferable

Responsibilities:

  • Manage partner and plan for sales & marketing materials
  • Monitor and track key driver performance to achieve target (%active seller, APE, NBP, product mix, FA sales performance)
  • Monitor and measure the incentive campaign
  • Manage team to support administration work; sales activities, FA activities
  • Coordinate with partner for regular management meetings & activities

 

Qualifications:

  • At least 8-year experiences of banking business / consumer business / insurance business.
  • Good at logical and analytical thinking as well as negotiation skill.
  • Good communication in English.
  • Good at Power point presentation

Responsibilities:

  • Develop training roadmap and curriculum for sellers of compliacated products and OIC UL licnese tutorial
  • Evaluate, review and revamp course and curriculum to increase effectiveness and outcomes
  • Work with trainers and related parties in planning and developing training course and sales tools of UL and PAR products
  • Coordinate with product marketing and compliance to ensure training materials are accurate and complied with requirements from related regulators

 

Qualifications:

  • Knowledgeable in insurance products and insurance selling techniques
  • Background in insurance business in preferable
  • Experience in lecturing topics relating to securities and fund management
  • Holding an eligible investing analyst qualification eg CISA, CFA etc.

ข้อมูลติดต่อ

มนัสรา สกุลมงคลนาม

[email protected]

Tel: +66-2352 8117

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