Purpose

Provide support to the sales and distribution teams in relation to activities for which Partnership Operations is responsible. Ensure the business areas have accurate data on which to monitor and improve sales performance, meet compliance and governance requirements, execute the liaison between field and internal areas in order to deliver high levels of customer service and ensure effective sales performance.

Key Accountabilities

• Actively manage, support, and execute day‑to‑day operations in the partnership teams, handling inquiries from customers/agents, policy processing and endorsement requests, quotations, referral cases, data management, payment, and reconciliation of daily transactions.
• Resolve technical issues within the function or unit.
• Provide support on new projects, including UAT support.
• Support onboarding of new partners/agents.
• Assist in internal housekeeping of documents.
• Assist in ...