This position will be responsible for the smooth running of all the processes in and associated with New Business operations. And to provide excellent services to distribution partners, underwriters, and external customers. Perform end-to-end support tasks for new business operations, including system updates, sanction screening, and refunds. Handle administrative tasks such as medical expense processing, stamp duty, and preparation of hardcopy policy kits. Maintain accurate and updated records in all systems and archives. Collaborate with internal stakeholders (Finance, Underwriting, Compliance) to resolve operational issues. Support process optimization and digitization initiatives. Act as backup for team functions when required. Generate operational reports and assist in KPI tracking. Support project tasks as assigned by the Senior Executive.
The role is responsible for leading the Talent Development function for the Partnership Sales Distribution channel, driving the design, implementation, and continuous enhancement of training and capability-building strategies. The incumbent will focus on strengthening the performance of Financial Advisors, Sales Leaders, and partner bank channels by improving sales productivity, advisory capability, and customer engagement. The role ensures that training initiatives are closely aligned with business objectives and contribute directly to sales growth and partnership success. Role & Responsibilities Lead the development and execution of training strategies to support Partnership Sales Distribution growth and business targets Design and implement structured learning journeys for Financial Advisors, Sales Leaders, and Regional Managers across bancassurance channels Drive capability-building initiatives to improve key sales metrics such as productivity, conversion rates, case size, and overall sales performance Develop and deliver training programs on financial needs analysis (FNA), needs-based selling, insurance advisory, and customer engagement Align training programs with sales campaigns, product launches, and partnership initiatives with partner banks (e.g., KBZ, MOB) Conduct training needs analysis in collaboration with business stakeholders to identify capability gaps and prioritize development initiatives Establish and drive a strong coaching culture, including structured field coaching frameworks for Sales Leaders and Advisors Monitor and evaluate training effectiveness, linking outcomes to business performance, and continuously enhance programs based on insights Collaborate with partner bank stakeholders to strengthen referral quality, customer engagement, and bancassurance sales effectiveness Partner with Regional/HQ teams to localize and implement global training frameworks and best practices Establish governance, tracking, and reporting mechanisms for all training initiatives to ensure accountability and impact Lead, develop, and manage the training team to deliver high-quality and consistent programs Manage and oversee team budget and resource allocation effectively
The Premium Collection Team Member is responsible for ensuring the timely and accurate collection of premiums from policyholders. This role supports the financial health of the organization by managing receivables, resolving payment issues, and maintaining strong relationships with internal and external stakeholders. Monitor and track premium payments across various channels (e.g., bank transfers, online payments, cash). Reconcile premium receipts with policy records and financial systems; support automation and digitization efforts. Maintain accurate and up-to-date records of collections, outstanding balances, and refunds. Review bank statements daily to verify premium payments and ensure correct system data entry. Collaborate with Operations and Distribution teams to fulfill customer policy servicing requests. Ensure timely response and resolution of issues requiring cross-functional support. Understand policy provisions and products to effectively explain them to customers. Participate in User Acceptance Testing (UAT) for new products, system enhancements, and bug fixes. Identify and resolve system issues; handle customer complaints with professionalism. Gather feedback from partners and customers to improve service quality and strive for “Omotenashi” standards.
Manages a team and more complex training activities including the development, implementation and evaluation of training plans and programs which meet the business objectives, goals or organizational readiness for distribution department. Manages the development of more complex training materials, procedures, manuals and/or visual aids which meet the training objectives Develops and conducts more complex training needs assessments and determines training requirements for new program development Identifies and prioritizes training needs and requirements in collaboration with business stakeholders and management Manages ongoing assessments of training effectiveness with the key focus on accelerating/enhancing productivity, engagement and quality and develops/recommends more complex training modifications as needed Consults and partners with business stakeholders and/or management to support the successful application of skills learned from training curriculum for on the job effectiveness and recommend appropriate training and/or coaching reinforcement support Manage, conduct and/or participate in training projects for Distribution Department.
Recruit agents, who will sell the Insurance Products for the company. Achieve business targets set by the company, to be achieved through the team of agents. Lead in the sales of company products and services by working with stakeholders to develop sales strategies, generate customer leads, calls on customers to establish influential relationships to achieve sales objectives and KPIs. Facilitate the pursuit of new business leads by using all resources available including personal network, seminars, trade shows, networking, etc. to penetrate and secure new business resulting in expanding the customer base and potential sale. Maintains market awareness on competitor activities, industrial trends, and new concepts. Guide and lead participation of the team of Agents, in all training programs. Have an in-depth knowledge of business products and value proposition. Develop competencies to be able to conduct training sessions as required to agents and presentations at sales events. Responsible to perform the assign duties independently in the area and report to the Line Manager stationed in Yangon Office. Additional duties as assigned.
The Project Manager will be responsible for overseeing all IT projects, managing Change Requests (CRs), and ensuring meticulous planning and tracking of budgets and project timelines. This role requires collaboration with cross-functional teams, vendors, and stakeholders to ensure projects are delivered successfully, aligning with business objectives and within scope, schedule, and budget. This position will be responsible for the following: Project & Change Request Management Define project scope, objectives, and deliverables in collaboration with stakeholders, ensuring alignment with organizational goals. Create detailed project plans, including scope, timeline, resource allocation. Monitor project progress, ensuring milestones are met and deliverables are on time. Prepare regular project status reports for stakeholders and management. Coordinate and prioritize Change Requests (CRs) across various IT systems. Track CRs from initiation to closure, ensuring proper documentation and timely resolution. Budget Planning and Tracking Develop and manage budgets for IT projects and CRs. Track actuals spend against approved budgets, highlighting variances and proposing corrective actions. Assist in forecasting future budgets based on ongoing and upcoming projects. Risk & Issue Management Identify, assess, and mitigate project risks. Develop contingency plans to address potential issues. Monitor project dependencies and resolve conflicts effectively. Collaboration and Communication Work closely with IT teams, business units, and external vendors to ensure smooth project execution. Facilitate project meetings, issue resolution, and escalation of critical risks to senior management. Maintain strong relationships with stakeholders to understand and address business needs effectively. Process Improvement Identify opportunities to enhance project management and tracking processes. Implement best practices and tools to improve efficiency in IT project delivery and CR management. Compliance & Reporting Ensure adherence to IT governance and compliance standards. Maintain project documentation and prepare regular status reports. Evaluate project performance and provide post-implementation reviews.
Serves as the liaison and the reference point between the business and the IT technical analyst in making sure the business requirements are clearly understood Creating, analyzing, validating detailed Functional Specifications. Creating flow charts, activity diagrams, and workflow analysis Support delivery manager closely in areas requiring systems and business domain knowledge Review test plan and test scenario to ensure comprehensive coverage Stakeholder management and coordination Conducting System tests (ST), support User Acceptance tests (UAT) Performing day-to-day BAU applications and IT operations support Implementing and managing major activities: Product Setup, Product Backlog (Enhancement), Production Issues Utilizes knowledge of life insurance industry and system functionality by writing business specifications and performs various validity testing Consult with Users to define needs or problem areas and determines scope of investigation required to recommend possible solutions Analyzes data to determine solutions to system processing according to the user’s business requirements Additional duties as assigned
Partner heavily with technology partners, including business analysts, infrastructure, and other developers, at all levels Analyze and develop deep expertise of business processes, requirements, data, and technology products Perform development on the required enhancements for the application as needed Perform trouble-shooting for any issues that may arise in any of the environments Support production rollouts of the functionality on-site Provide production support as needed Additional duties as assigned.
Recruit agents, who will sell the Insurance Products for the company. Achieve business targets set by the company, to be achieved through the team of agents. Lead in the sales of company products and services by working with stakeholders to develop sales strategies, generate customer leads, calls on customers to establish influential relationships to achieve sales objectives and KPIs. Facilitate the pursuit of new business leads by using all resources available including personal network, seminars, trade shows, networking, etc. to penetrate and secure new business resulting in expanding the customer base and potential sale. Maintains market awareness on competitor activities, industrial trends, and new concepts. Guide and lead participation of the team of Agents, in all training programs. Have an in-depth knowledge of business products and value proposition. Develop competencies to be able to conduct training sessions as required to agents and presentations at sales events. Responsible to perform the assign duties independently in the area and report to the Line Manager stationed in Yangon Office. Additional duties as assigned.