This position will be responsible for risk assessment and providing prompt and fair claims review while following the policies and guidelines of Daiichi Life Insurance Myanmar (DLMM). Underwriting responsibilities To conduct risk assessments on applications for insurance, as well as establishing the appropriate coverage and premium to be charged, while keeping the company financially sound. To communicate with related stakeholders (including customers, distribution/sales team, hospitals, co-workers, supervisors and other stakeholders as required) via email, phone and other methods. To enquire and follow-up with accredited/contracted hospitals on cases with medical underwriting in conducting the various medical examinations and tests and the interpretation of certain medical reports. To provide information (including data and statistics) regarding the local health care industry, which is needed for product development, to relevant company personnel. To help uphold DLMM’s firm commitment to professional excellence by applying best practices when performing underwriting on our customers, and to give fair risk assessment results. To attend Underwriting and Claims Committee meetings and any other meetings internally or externally, as needed. To give presentations or other training related to underwriting to colleagues (e.g., distribution/sales, officers from other divisions/departments, etc.) To report the status of applications/policies on a weekly or monthly basis, as needed. To perform monthly quality checking or audit of policies that went through Jet Underwriting. To have a mindset of Kaizen - continuous improvement, and willing to sit for exams such as LOMA, ALU, ICA, etc. To perform additional duties as may be assigned from time to time. Claims responsibilities To perform underwriting evaluations for post-issuance changes, such as Travelling Abroad, Reinstatements, and Group Business New Entrants/Renewal cases. To carry out claims assessments for all products sold by DLMM and daily communication/reporting with Third Party Administrator for Health insurance claims. To fully understand the customers’ requirements and align with respective Operations and Distribution teams for Underwriting, Reinstatements and Claims requests. To ensure timely response and satisfactory resolution of matters requiring support of Claims function, particularly from Operations, Distribution/Sales, Hospitals, or other stakeholders. To continually improve customer experience by gathering feedback from partners and customers and gauge their satisfaction level. Strive for ‘Omotenashi’ service standards. To understand the company’s Policy Provisions and products and be able to explain to customers. To perform UAT for new products, functions and system bugs. To conduct AML checks and when the result is positive, report to the manager for further process. To have a mindset of Kaizen - continuous improvement, and willing to sit for exams such as LOMA, ALU, ICA, etc. To perform additional duties as may be assigned from time to time.
Taninthayi Division
လွန်ခဲ့သော 3ရက်
This position will be responsible for the delivery of training in technical and non-technical skills for existing and new insurance product sales and claims processing. To display creativity and ability to utilize and develop the available resources to meet changing needs and goals. To develop the course content and tools to improve the job performance of trainees. Conducting the effective training programs. Designing and developing training curriculum and courses as required. Utilizing and supporting various forms of training approaches including traditional classroom and e-learning. Facilitate training classes and providing necessary support. Provide feedback on training materials for update/revision. Work with internal teams and external stakeholders to ensure consistency of procedures. Performing duties other than those set out above depending on the circumstances as required.
Role Overview The Product Manager is a hands-on individual contributor responsible for shaping and delivering AI-assisted digital products across DLMM. The role translates business requirements into practical product concepts, themes, user journeys, prototypes, and delivery backlogs. The Product Manager works closely with UI/UX designers, business stakeholders, architects, developers, AI/Data engineers, and vendors to move ideas quickly from discovery to showcase, proof-of-concept, pilot, and hand-off. The role also owns the AI Delivery Playbook so AI-assisted product delivery becomes a repeatable capability across DLMM. Business Requirements & Product Framing Partner with Sales, Operations, HR, Finance, IT, and other business functions to understand business needs, user pain points, product goals, and expected outcomes. Translate business requirements into product concepts, personas, user journeys, user stories, acceptance criteria, success metrics, and prioritized backlogs. Prioritize product features based on business value, customer impact, feasibility, risk, compliance requirements, and time-to-value. Facilitate discovery workshops, requirement clarification sessions, product walkthroughs, and feedback reviews with business and technology stakeholders. AI-Assisted Product Design & Rapid Delivery Use AI tools such as Microsoft Copilot, ChatGPT, Gemini, Claude, Cursor, GitHub Copilot, Figma AI, v0, Napkin, n8n, and Microsoft Power Platform to accelerate ideation, research, documentation, wireframes, mockups, prototype logic, demo scripts, and product showcase materials. Create rapid prototypes, MVP concepts, AI-assisted product demos, and proof-of-concept outputs to validate product direction before full engineering investment. Prepare clear product showcases for management, business owners, internal users, and customer-facing stakeholders using polished narratives, visuals, screen flows, and demo scenarios. Continuously evaluate how AI tools can reduce product cycle time while maintaining quality, governance, and business relevance. UI/UX Collaboration & Design Theme Ownership Work closely with UI/UX designers to define product design themes, interaction patterns, style direction, tone of voice, layout priorities, and design consistency for each product. Ensure products align with DLMM branding, usability principles, accessibility expectations, and agreed design system or visual theme. Review wireframes, prototypes, screen flows, and user experience concepts to ensure they reflect business intent and user needs. · Champion user-centric design for both internal staff experiences and external customer journeys. AI Delivery Pipeline, R&D and POC Ownership · Own the end-to-end AI product delivery pipeline covering discovery, use-case selection, concept design, POC, prototype, evaluation, showcase, pilot, production hand-off, and post-launch improvement. · Lead AI R&D and POC activities to assess emerging AI tools, models, automation platforms, and product opportunities relevant to DLMM business needs. · Coordinate with architects, developers, AI/Data engineers, security, governance teams, and vendors to transition validated prototypes into production-ready delivery plans. · Track product delivery indicators such as cycle time, stakeholder adoption, POC-to-pilot movement, product value, usability feedback, and delivery readiness. AI Delivery Playbook, Governance & Change Enablement · Build and maintain a reusable AI Delivery Playbook covering product intake, prompt patterns, ideation templates, prototype standards, review gates, demo preparation, human-in-the-loop checks, and hand-off templates. · Create reusable prompt libraries, product one-page templates, wireframe patterns, product showcase scripts, and lessons learned to speed up future product cycles. · Apply responsible AI practices, data protection principles, information security expectations, output verification, and human review when using AI tools. · Communicate product direction, progress, risks, decisions, and outcomes clearly in English and Myanmar (Burmese), and support business adoption through demos, workshops, and change communication.
We are seeking a proactive and detail-oriented Operations Executive – Claims to support the efficient administration of claims, reinstatement, payment, and operational reporting processes. The role contributes to enhancing operational efficiency and driving strategic initiatives across Operations through effective process coordination, automation support, data management, reporting, and stakeholder engagement. This position is responsible for maintaining accurate operational records, coordinating payment and reinstatement activities, supporting financial administration processes, and ensuring timely, compliant, and high-quality service delivery across Operations function. Manage reinstatement cases, including medical cases processing, tele-underwriting coordination, and tracker maintenance. Administer reinstatement workflows and automated communications through Power Automate. Perform daily claims data entry, records maintenance, and claims document archiving. Prepare claim summaries, health claim calculations, and support documentation. Coordinate claims payments, refunds, and customer/agent payment notifications. Conduct AML screening and compliance checks for claims-related payments and refunds. Support cash float administration and coordinate with Finance and TPA stakeholders. Identify process improvement opportunities, enhance operational efficiency, and support strategic initiatives across Operations. Prepare and maintain operational reports, KPIs, TPA fee reports, and management reports. Manage travel-related processes and maintain relevant trackers and records. Provide administrative support for claims assessments, document management, and overseas cashless claim operations, including other duties assigned by Line Manager. Support Operations functions and BAU activities, including ad-hoc tasks and other duties assigned by Line Manager
This position will be responsible for overseeing end-to-end New Business operations for Individual and Group Business, ensuring operational excellence, compliance, and customer satisfaction. The role serves as a key liaison among Distribution, Underwriting, Finance, Compliance, and other stakeholders, taking ownership of complex cases, process improvements, and operational performance to support business growth and service excellence. Manage end-to-end New Business operations for both Individual and Group Business, ensuring timely and accurate policy issuance. Review and process applications in compliance with company policies, regulatory requirements, and service standards. Coordinate with Distribution, Underwriting, Finance, Compliance, Customer Service, and IT teams to resolve operational matters and pending cases. Oversee Group Business onboarding, member enrollment, policy setup, endorsements, and renewal activities. Handle complex and escalated cases, ensuring timely resolution and a positive customer and distributor experience. Monitor operational KPIs, prepare reports, and identify opportunities to improve efficiency, productivity, and service quality. Support process enhancement, automation, system development, and other business transformation initiatives. Provide operational guidance to team members, act as a subject matter expert, and support management in departmental projects and initiatives. Any other duties as assigned from time to time
This role is responsible for supporting customer service operational excellence through performance reporting, data analysis, service quality monitoring, and process improvement. The position provides insights and coordination support to help management enhance customer experience, operational efficiency, and service delivery across Operations. Prepare, maintain, and improve management reports, dashboards, and performance analyses for customer service operations to support management decisions. Track and analyze key operational metrics, service performance, and quality indicators to highlight trends, risks, and improvement opportunities. Consolidate and analyze customer inquiries, complaints, feedback, and service request data to provide practical insights for service and operational improvements. Prepare timely reports on customer service activities, operational performance, and project progress for management review and follow-up. Coordinate with internal stakeholders to collect, validate, and interpret data, ensuring accurate and timely reporting. Review service processes, identify gaps, and recommend improvement initiatives to strengthen customer experience, operational efficiency, and service quality. Support process changes, system enhancements, and service improvement projects through data analysis, coordination, and performance tracking. Maintain reporting standards, data accuracy, and reporting timelines to support effective performance monitoring and decision-making. Guide and share knowledge with team members on reporting processes, data analysis, and operational improvement practices. Perform other duties as assigned by management.
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
This position will be responsible for providing leadership and direction to the team and be responsible for achieving the expected sales target on a consistent basis through own team of advisors. • To manage and develop the Financial Advisors (FAs) assigned to ensure that Key Result Areas (KRAs) are met or exceeded • Establishes, maintains and grows relationships with the bank’s Branch Managers and Regional Managers and other key bank employees and ensures regular contact and communications through the conduct of regular meetings and other means to support the achievement of the area production target • Motivates, trains and coaches assigned FAs • Disciplines staff in matters that relate to compliance, code of conduct and market conduct • Provides feedback to the training department with regard to the training needs of the Financial Advisors (FAs) and Bank Staff in his / her assigned area • Manages the calendar of activities of his / her assigned division, which includes new FA assessment, FA revalidation, teambuilding, and related bank activities • Prepares required consolidated reports for management, both internal and external (bank partner) • Receives, collates and endorses FA reports specifically on leads received and status of lead contacts • Makes daily reports to the Bancassurance Head on leads and sales productivity of the branches managed • Supports DLMM and Bank on any tactical programs, events etc. • Develops sales strategies and tactical programs to improve productivity and conversion • Assures delivery of quality service at all client contact points, including managing complaints • Attends meetings facilitated by the Bancassurance Head, CDO etc. and all other meetings requested by the bank • Identify, nurture, and develop financial advisors for creating high-potential sales talent to prepare them for future leadership roles, ensuring a sustainable pipeline of Bancassurance Sales Leaders - BSS
Job Purpose The Business Development Manager is responsible for driving new business acquisition, developing strategic relationships with corporate clients, and achieving sales targets for Corporate Insurance Solutions. The role focuses on Business-to-Business sales by engaging with business owners, CEOs, CFOs, HR leaders, and key decision-makers to provide customized employee benefit programs that support talent retention, employee wellbeing, and business sustainability. This aligns with the company's focus on corporate customers and group insurance growth initiatives. Key Responsibilities Prospect, identify, and acquire new corporate clients for Group Life Insurance and Employee Benefit Solutions. Build and maintain a healthy sales pipeline through networking, referrals, associations, business events, and direct corporate engagement. Conduct needs analysis and consultative sales discussions with CEOs, CFOs, HR Directors, and business owners. Develop and deliver persuasive presentations, proposals, and employee benefit recommendations. Achieve individual and team sales targets, premium income, and profitability objectives. Identify cross-selling opportunities Build long-term relationships with corporate clients and key stakeholders. Act as the primary contact point throughout the customer journey. Support annual policy renewals and ensure high customer retention. Conduct regular client reviews to identify opportunities for benefit enhancements and portfolio growth. Manage the end-to-end sales process from lead generation, quotation, underwriting coordination, policy issuance, and renewal. Gather employee census data and required documentation for quotation preparation. Coordinate with Operations, Underwriting, Policy Service, Claims, and Sales Administration teams to ensure smooth onboarding and service delivery. Monitor turnaround times and proactively resolve customer issues. Participate in corporate seminars, trade associations, networking events, and business forums. Prepare weekly sales pipeline reports and monthly business performance updates.