• Supervise and coordinate daily activities of the sales team. • Set and track sales targets for individuals and the team. • Monitor sales performance and provide regular reports to management. • Develop and implement effective sales strategies to increase policy sales. • Assist team members in closing complex deals or handling difficult client queries. • Ensure compliance with regulatory requirements and company policies. • Maintain updated knowledge of insurance products, underwriting rules, and market trends. • Promote a positive and customer-focused sales culture
1. Operations & Reporting Monitor Guarantee Letters Monitor EC Contracts Monitor Group Life Insurance for CTLI employees Prepare and assist PIT (Personal Income Tax) filing for WANGA (SEO) on a monthly basis Review and verify criteria for intern to sales representative transition (monthly) Prepare Individual Extra Allowance payments (monthly) Prepare and distribute HRM estimated budget reports (monthly) Verify sales commissions (Individual Sales, Corporate Sales, AAD, Bancassurance) Monitor and maintain employee data via Google Forms 2. Global HR Management Review and approve Time Attendance (TA) and late records Approve daily attendance , including leave and overtime requests Manage monthly attendance (Management, Non-Management, Individual Payroll) Support and resolve Global TA system issues Coordinate with Global TA Team for system implementation and improvements Perform monthly leave balance reconciliation Update opening leave balances for employees joining after April Input new employee salary data into the HR system 3. Payroll Management Manage Non-Management payroll calculations Manage Non-Management + Individual payroll processing Calculate Personal Income Tax (PIT) for Non-Management and Individual Sales Process transferred employee data and adjust salaries in the system Update salary adjustments for intern to sales representative transitions Verify CTZ payments in payroll system Reconcile overtime (OT) calculations with payroll and Global HR records Input new employee salary data into payroll system Adjust salary for promoted sales representatives Calculate collector commissions Calculate individual income tax liabilities Verify individual sales incentive calculations 4. Recruitment & HR Administration Supervise and coordinate the full recruitment process (interviews, selection, hiring) Expand and monitor recruitment channels and conduct CV screening Track and control recruitment expenses in line with budget Manage employee documentation lifecycle : Probation Confirmation (Permanent) Transfer Resignation Termination / Dismissal Verify new employee personal data accuracy Recheck documentation for resignations, terminations, and dismissals Update increment and promotion data in HRIS 5. Additional Responsibilities Supervise corporate sales incentive calculations Participate in payroll processing for Non-Management and Individual Sales staff
Review, manage and assess contracts and agreements to ensure compliance and identify potential risks. Collaborate with legal counsel and relevant stakeholders to negotiate contract terms aligned with company policies, government laws, and industry standards. Ensure outsourcing agreements comply with internal policies and regulatory requirements. Monitor contract compliance using checklists and follow up with partners for renewals, amendments, or updates. Maintain a secure and well-organized contract database, including tracking key milestones, deadlines, and obligations. Prepare contract summaries and reports to support management decision-making. Assist in developing and standardizing contract templates, policies, and guidelines. Support compliance initiatives and participate in internal training related to legal and contract procedures. Work closely with the Compliance team to resolve contract-related issues and support internal audits. Coordinate financial transactions related to contracts and resolve payment or documentation issues with stakeholders. Required to visit and coordinate with government offices as necessary to ensure compliance with all legal and regulatory obligations. Manage updates related to systems, agreements, licenses, and third-party integrations. Perform other duties assigned by the Department Head. Develop Business Plan and Business Execution Plan for the fiscal year with monitoring and progress tracking Ensure governance and control through development and amendment of Organization Rules such as Chart of Authority, Operational Scope, Organizational Chart, Operational Rules on Commission Rates etc. Coordinate and facilitate AGM, SHM, and BOD meetings, and prepare and submit the corresponding resolutions. Coordinate and facilitate EC and CCR meetings, and prepare and circulate meeting minutes. Submit DICA applications such as Annual Return, Directors Information Update, Company Extract etc. Maintain efficient communication and strong relationships with Shareholders, BOD members and representatives Coordinate with MIA on activities and tasks related to the Life Committee.
Oversee the end-to-end hiring process, including strategic sourcing, Detailed screening, Fast and efficient offer negotiations. Identify and shortlist top-tier talent by evaluating skills and cultural fit against specific departmental needs. Partner with department heads to provide real-time updates on recruitment milestones and hiring timelines. Represent the company at career fairs and industry events to enhance our online and offline presence. Maintain organized recruitment records and ensure all hiring actions align with labor laws and internal protocols. Assist the Manager with recruitment strategies. Prepare weekly and monthly recruitment reports.