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Operation Associate (Bancassurance)

Operation Associate (Bancassurance)

Job Description

  • Assist in coordinating with bank staff and internal teams to support the processing of new insurance applications.
  • Support timely and accurate issuance of policies, endorsements, and renewals under supervision.
  • Assist with premium collection of follow-ups, basic reconciliations, and banking-related documentation.
  • Help monitor daily operational activities and report any discrepancies in documents, data, or payments to seniors.
  • Provide operational support to bancassurance sales teams by preparing and checking required documents.
  • Respond to basic customer and bank partner inquiries related to policy status, payments, or claims, with guidance from supervisors.
  • Maintain and update simple records, trackers, and databases for operational purposes.
  • Assist in claim submission documentation and coordinate with internal departments for follow-up.

Job Requirements

  • Bachelor’s degree (or final-year student) in Business Administration, Finance, Insurance, or a related field.
  • Fresh graduates or candidates with up to 1 year of experience in insurance, banking, or financial services are welcome.
  • Basic understanding or strong interest in insurance products and bancassurance operations.
  • Good organizational skills with attention to detail and willingness to learn.
  • Basic proficiency in MS Office (Excel, Word, PowerPoint).
  • Good communication skills and a positive, cooperative attitude.