Strategic Planning Lead and develop strategic goals for the digital distribution channel. Lead the implementation of annual strategic business plans in alignment with broader company goals and objectives. Conduct market analysis, customer analytics, and competitor analysis to ensure strategies are effective and on track. Collaborate closely with the Product team to ensure the development of products that align with the digital distribution channel. Develop a pipeline of new digital distribution . Analyze partner customers and provide recommendations on action plans and expected outcomes (sales opportunities). Prepare business cases for new partnership opportunities. Delivering the Right Products and Achieving Sales Targets Monitor and control the progress of sales, providing timely insights and adjustments required for optimal success. Drive product innovation and growth within the digital distribution channel to meet broader business objectives. Develop and manage the product roadmap in association with the Products department, ensuring alignment with overall business strategies. Partnership Management Analyze partner customers and provide recommendations on action plans and expected outcomes (sales opportunities). Prepare business cases for new partnership opportunities. Delivering the Right Products and Achieving Sales Targets Monitor and control the progress of sales, providing timely insights and adjustments required for optimal success. Drive product innovation and growth within the digital distributions channel to meet broader business objectives. Develop and manage the product roadmap in association with the Products department, ensuring alignment with overall business strategies.
Job Summary KBZMS is seeking an Entry Level Operations Assistant in Yangon (Pabedan) to support daily operational tasks, ensure smooth coordination across teams, and help maintain efficient service delivery in a fast-paced banking and insurance environment. Key Responsibilities Support daily operations by preparing documents, updating records, and ensuring accurate data entry. Coordinate with internal teams to follow up on tasks, resolve routine issues, and meet service deadlines. Assist in handling customer or branch-related operational requests with professionalism and care. Monitor work processes and report discrepancies, delays, or operational risks to the supervisor. Maintain proper filing, document control, and confidentiality of company and client information. Help prepare basic reports, summaries, and other operational documents as assigned. Perform other administrative and operational duties to support the team and business goals.
Job Summary Join KBZMS in Mandalay as a customer-focused professional supporting insurance sales, client service, and business growth. This entry-level role is a great opportunity for someone eager to learn, build relationships, and develop a successful career in insurance. Key Responsibilities Promote and sell general insurance products through assigned bank branches Achieve monthly, quarterly, and annual sales targets Conduct regular visits and maintain strong relationships with bank staff (tellers, relationship managers, branch managers) Provide product training and updates to bank partners to improve sales effectiveness Support customers in completing insurance applications and documentation Ensure proper follow-up on leads generated from bank channels Handle customer inquiries and provide suitable insurance solutions based on customer needs Ensure compliance with company policies, regulatory requirements, and bancassurance agreements Participate in marketing campaigns, roadshows, and promotional activities within bank branches
Manage daily workshop operations to ensure efficient, timely, and compliant claims handling Oversee inspections, assessments, and repair processes while optimizing resources and workflow Lead accurate technical evaluations, approve estimates, and handle complex or high-value claims Collaborate with claims adjusters and stakeholders to ensure smooth claim resolution Oversee customer service and ensuring prompt response and high service standards Monitor customer satisfaction, improve first-call resolution, and handle escalated complaints Lead, coach, and develop technicians, assessors, and customer service teams Drive a performance-focused and customer-centric culture Ensure compliance with policies, regulations, and quality standards Control costs, manage budgets, and track KPIs Collaborate across departments and with external partners
Provide ongoing support, policy updates, and renewal reminders. Handle customer inquiries and resolve issues. Identify new business opportunities and partnerships. Explain policy coverage, benefits, exclusions, and pricing clearly. Coordinate with underwriting and operations teams. Identify and approach potential clients (individuals, Agent, corporate).
Managing and supporting 3 to 5 bank branches, depending on the geographic area. Working closely with the sales team and reporting directly to the Business Sales Manager (BSM). Building strong relationships with bank partners and their customers. Actively identifying and developing new business opportunities beyond branch referrals. Achieve assigned sales targets and business KPIs Conduct regular follow-ups with clients for renewals and cross-selling opportunities
1. Strategy & Business Growth · Develop and execute the bancassurance strategy in alignment with overall company goals · Drive premium growth, profitability, and market share through bank partnerships · Identify new bancassurance opportunities and expand distribution footprint 2. Partnership Management · Build and maintain strong relationships with partner banks at senior leadership level · Negotiate commercial agreements, service level agreements (SLAs), and performance targets · Act as the key liaison between KBZMS and partner banks 3. Sales & Performance Management · Set sales targets and KPIs for bancassurance channel · Monitor performance and drive initiatives to achieve targets · Design and implement sales campaigns and incentive programs 4. Product & Process Development · Collaborate with Product and Underwriting teams to develop bancassurance-specific products · Ensure products are simple, competitive, and suitable for bank customers · Optimize sales processes and customer journey 5. Training & Capability Building · Develop training programs for bank staff on insurance products and sales techniques · Build a strong sales culture within partner banks · Provide ongoing coaching and support 6. Risk & Compliance · Ensure compliance with regulatory requirements and internal policies · Manage operational and reputational risks within bancassurance channel 7. Team Leadership · Lead and develop the bancassurance team · Set clear goals, provide coaching, and drive high performance culture.
Customer Support & Issue Resolution: Respond to customer inquiries and resolve issues efficiently on first contact (First Call Resolution). Provide accurate information on products and services. Follow company guidelines for handling complaints, issues, and escalation procedures. Service Level Adherence: Answer calls within the service level goal (within 10 seconds). Ensure minimal call abandonment and handle calls in an efficient manner. Quality Assurance Compliance: Adhere to the scripts, guidelines, and compliance protocols provided by the company. Maintain a professional tone and demeanor during calls. Meet or exceed QA scores and compliance metrics. Sales (Cross-sell & upsell): Identify sales opportunities for cross-sell and upsell based on customer needs. Promote complementary insurance products and services during customer interactions. Meet sales targets for cross-sell and upsell. Follow-up claims call: Ensure timely follow-up on insurance claims, providing status updates within the agreed TAT (72 hours). Update customer records with accurate and timely claims information. Net Promoter Score (NPS): Strive to maintain high customer satisfaction through effective communication and issue resolution. Participate in post-call surveys to gather feedback and identify areas for improvement. Productivity: Maintain a high level of productivity by handling a significant volume of calls (Inbound, Outbound and Social Media Chat and Comment) while maintaining quality. Ensure that calls are efficiently managed, balancing talk time and after-call work