ประเภทงาน:

งานประจำ

• Conduct the classes to follow the training's guideline for products and sales training (training program related to OIC license, Core business, Intermediate and advance level training).
• Able to conduct management and leadership program for responsible sales channels/partners.
• Provide the training program from product and design team and/or external organization that related to trainer competency improvement.
• Communicate to the target audience based on facts/ information / Product knowledge by using the various of training techniques.
• Explain facts / information / product knowledge / selling skills to the target audience in order to develop the capability to be ready for life insurance marketing.
• Manage Training special projects for responsible sales channels/partners.
• Manage Training by sales channels/partners' request.
• Deliver training measurement through report.

ทักษะ:

E-learning, Quality Assurance, Assurance

ประเภทงาน:

งานประจำ

• Collaborate with subject matter experts and stakeholders to analyze learning needs and objectives.
• Design and develop interactive and engaging eLearning courses using various instructional design models, adult learning theories, learning technologies, and techniques to ensure effective learning experiences.
• Conduct quality assurance checks to ensure the accuracy, functionality, and interactivity of eLearning content.
• Incorporate assessment strategies and interactive activities to measure learning outcomes and enhance learner engagement.
• Stay up-to-date with emerging trends and technologies in eLearning and instructional design.
• Collaborate with cross-functional teams, such as eLearning content creators, graphic designers, multimedia specialists, and developers, to seamlessly integrate eLearning content.
• Provide guidance and support to internal stakeholders on best practices for eLearning design and development.
• Evaluate eLearning solutions through user feedback and data analysis.
• Maintain documentation and records of eLearning projects, including timelines and version control.

ทักษะ:

Project Management

ประเภทงาน:

งานประจำ

• Full accountability to develop key strategic distribution initiatives to deliver all business plan KPI - APE, VNB, Manpower, Active Ratio and Case size and rate.
• Develop strategies to increase insurance penetration across SCB from Wealth/ Branch/ SME/ Direct Sales and help Head of Sales with the roll out of these strategies to the field.
• Analyze sales trends and momentum to recommend and develop sales tactical campaigns to drive maximum Insurance sales across Wealth/ Branch/ SME/ Direct Sales of SCB.
• Represent Bancassurance to engage with SCB senior executives to chair strategic development meetings to formulate and execute distribution strategies with effective field execution plan whilst aligning with company directions.
• Lead the full project development and implementation of the FWD flagship digital program FWD Affiliate to SCB .
• Lead the channel s support function initiatives and discussions including Underwriting, Operations, IT, Distribution Strategy Support to help improve turnaround times, policy issuance, create synergy and enhance efficiency and effectiveness.
• Bachelor's degree in any field, MBA preferable.
• Certification / License Project Management certification is preferred.
• Working Experience Minimum 7 Years experience in distribution strategy, project management and process improvement in life insurance industry especially related to Agency and Bancassurance. Management consulting experience is an added advantage.

ทักษะ:

Accounting, Accounts Payable, Accounts Receivable

ประเภทงาน:

งานประจำ

• Review accounts payable transactions, accounts receivable transactions, other related expense, and tax to ensure the payment transactions are accurate, timely deliver and compliance with accounting policy, Thai GAAP and IFRS.
• Support fast month-end closing with timely, accuracy and completeness of all recordings.
• Review and manage Fixed Asset transactions, Depreciation and Asset Clearing.
• Review, manage, and accrue intercompany transactions, prepare the reclassify non-operating transactions for support fast month-end close.
• Review, manage, and reconcile Deferred Tax transactions, non-taxable expenses.
• Create, maintain, and enhance customized OTBI reports/dashboards and support on ad hoc information requests.
• Review and manage Right-of-Use (ROU) asset transactions and Lease Liability transactions.
• Review and manage Prepayment transactions and Amortization in PTP.
• Review, manage, maintain, and reconcile I-inventory transactions on a timely basis.
• Prepare relevant account reconciliation on a timely basis.
• Support on accounting related issues where required.
• Support auditors and provide supporting information.
• Support company s initiatives, projects, and enhancing system which related to payment.
• Support ac-hoc assignment where required.

ทักษะ:

Accounting, Compliance

ประเภทงาน:

งานประจำ

• Review vendor payment included withhold tax deduction and approve the accounting booking to ensure the transactions are accuracy on timely basis and compliance with accounting policy and Thai GAAP and IFRS.
• Review and handle manual workaround accounts payable, other relates expense and WHT processes in PTP to align with company s policies and ensure control is in place.
• Perform accounts payable, accounts payable accrual transaction and analysis.
• Support Gemini and IPO and ICFR per group office requirement.
• Review OPEX/CAPEX, account payable and accrual for support month-end fast closing within timeline.
• Review the control of payment in PTP to ensure the operations are smoothly.
• Manage relevant account reconciliations on a timely basis.
• Review and support customized OTBI reports/dashboards and
• support on ad hoc information requests.
• Prepare report required by management and support auditors.
• Coordinate with Revenue department for any tax to audit.
• Involve company s initiatives, projects, and enhancing system which related to payment.
• Proactively engage with internal and external teams and address their needs and queries.
• Take full managerial role in managing own team by building people engagement through communication, recognition, learning, and development.
• Play a leading role in team meetings, team building activities and knowledge sharing sessions.
• Support ac-hoc assignment where required.

ประเภทงาน:

งานประจำ

• Provide guidance of Omne application to customer.
• Provide guidance of insurance policy, CUBE, Smartplus to customer.
• Provide support to FWD Agents regarding Underwriting, Claims and Policy Services, handle call center escalation when required.
• Any service required at branch location to maintain productivity and quality service.
• Receive and process all requests such as record application information, scan documents, register documents submission etc. Control Temporary receipt s usage of agents to comply with company guideline.
• Responsible to handle premium payment and coordinate with related departments to deliver service requests within SLA.
• Create financial reports such as Daily Collection Report, Daily Money Report, DCR Report etc.
• Ensure safety and security by taking care all facilities at branch to operate safely and efficiently including maintenance office equipment and furniture t.
• Keeping records of customer interactions, transactions, comments, and complaints, handle customer complaints or difficult situations provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution.

ประเภทงาน:

งานประจำ

• Make an underwriting decision to the new business applications; approve the coverages applied for, modify or rated-up coverages or deny the coverage.
• Make decision by analyzing the minimum required information as necessary to reach a sound decision.
• Escalate over authority cases to authorized person promptly by summarizing the details with recommended action or decision.
• Provide advice for the case related to underwriting referred from staff from other functions e.g. policy services, call center, branch staff, etc.
• Prepare complicated cases to consult with doctor for proper decision.
• Deal with distribution support function or third-party investigator to clear the concern points in some applicants.
• Deliver top-quality customer service i.e., be able to provide the appropriate underwriting decision for customers timely.

ทักษะ:

Risk Management

ประเภทงาน:

งานประจำ

• Support process in IT audits. Prepare audit reports for review by Senior and Head of Internal Audit. Communicate findings and areas for improvement to the Executive Committee in weekly status update meetings and exit meetings.
• Plan and execute IT audit projects in accordance with audit methodology and departmental standards to ensure quality of work completed.
• Conduct follow up reviews to ensure effective remediation of audit findings and positive improvement and impact to the control environment.
• Manage/ assist in IT projects within time budgets, target dates and escalate any timing problems or budget over.
• Understand and agree with management the risks being managed by business unit.
• Prepared IT audit reports, including executive summary and rating of adequacy of risk management, making practical and value-added recommendations to improve risk management practices and the efficiency and effectiveness of operations, audit reports are to be clear, concise and well-organized, and issued within departmental service standards.
• Assist the development of the three- year audit plan and the annual plan by performing IT risk assessments with 2nd line, 1st line Executive Management and other key stakeholders.
• Utilize technology to improve effectiveness and efficiency of audit process.
• Assist business unit management by providing risk management consulting and risk management education and training.
• Actively participates in departmental initiatives.
• Perform integrated audits to add more value on business audit emphasizing on IT areas such as digital processes, digital distribution, technology risks.
• People Management.
• Support the team of IT audit professionals or technical specialists to ensure that audit activities are conducted to high standards of accuracy, rigor, and credibility and according to relevant regulations and industry standards.

ประเภทงาน:

งานประจำ

• Perform daily and monthly insurance transactions both manual booking and text file from related under responsible areas system within timeline and reach 100% accuracy.
• Detect the error on GL booking transactions for all monthly closing transactions in part of all insurance transactions both STAT and IFRS which related under responsible areas.
• Supervise and response back on coming from Operations team, Sales channel and related functions to the service providing to policyholder, sales compensation within agre ...
• Solving issue/problem that occurs under responsible areas by getting a bit advise from direct manager.
• Account reconciliation.
• Perform reconciliations on major accounts that need to be prepared, finding the root cause of the un-reconciliation item including clear long outstanding according to the company policy and procedure related under responsible areas Analysis and control long outstanding balance by gathering reasons including advise some control need to related functions.
• Initiative.
• Contribution for assigned any projects that company or function initiate to support the completion of assigned within action plan and timeline.
• Advise and recommend in order to improve the existing procedures.
• Be a key information to submit data to external Auditor and providing / clarify information for external Auditor.
• Participate and initiate in the automate work flow for supporting the new company initiate.
• Team management.
• Self motivation and productive team payer.

ทักษะ:

Salesforce

ประเภทงาน:

งานประจำ

• Organize resources to do quality check of NB process such as Counteroffer for CL, money remaining remaining from settlement, source of payment, assignee for CL etc.
• Evaluate the new business process with effected with Underwriting SLA such as AFI, changing the application information.
• Reconcile information to ensure correctness and accuracy.
• Monitor and Handle NB Process inquiry service from call center, sale support team, sale distributors via Salesforce, e-mail and MS team.
• Be able to promptly address the issue in new business process and make quick decision to resolve problem effectively.
• Negotiate to fully enable the solution that create best practice and supports specific business requirement with IT and related functions.
• Build relationship and develops partnership with sales team/sales support to drive the collaborative achievement of production targets.
• Manage all cancellation process payment transactions of new business premium refund to customers within SLA and be accurate.

ทักษะ:

SQL, SPSS, SAS, English

ประเภทงาน:

งานประจำ

• Create team action plans regarding data analytics in alignment with the department and company s direction.
• Work collaboratively with departmental heads to analyze business initiatives and requirements as well as deliver value through data analytics tools.
• Manage the team to design and develop data analytics outcomes including analysis results in terms of trends anomalies or patterns, insights and reporting dashboards.
• Present findings, guidance or summary of the analysis results pertaining to data-driven decision-making using business intelligence tools.
• Convince and advise business users, leads together with committees to convert insights into business action, such as sales campaign execution and interaction with customers.
• Identify and measure benefits of the company s investment, activities or action brought about by data analytics.
• Master's degree or higher in Computer Science, MIS or related fields.Computer Science / IT and / or Digital certifications preferred.
• Data management and business intelligence professional.
• At least 8-10 years of experience in data-driven analytics using tools such as SQL, SPSS, SAS, Alteryx, QlikView, Tableau and Power BI.
• Excellence Communication in Thai and English.

ทักษะ:

Project Management, English

ประเภทงาน:

งานประจำ

• Define requirements for the Group Office and Thailand team to ensure business needs are clearly documented and understood, focusing on business process improvements and alignment for Omne application.
• Analyze business processes to identify areas for improvement and implement effective solutions, particularly in workflow optimization and efficiency.
• Collaborate with cross-functional teams to align solutions with organizational goals and drive successful project delivery, covering project management and stakeholder ...
• Develop and execute test plans to verify that solutions meet quality standards and business objectives, emphasizing system functionality and user acceptance.
• Monitor and measure performance to ensure continuous improvement and maintain high standards of quality and performance, focusing on VoC and NPS metrics.
• Communicate effectively with stakeholders from the Group Office and Thailand team to ensure clear understanding and alignment throughout the project lifecycle, including regular refinement sessions.
• Bachelor s Degree in Computer Science, IT, Insurance / Financial Services management (customer service, operations, technology) Business Administration or related field or equivalent combination education and experience.
• Computer Science / IT and / or Digital certifications preferred.
• At least 1-3 years of experience in related field.
• Excellence communication in Thai and English.

ประเภทงาน:

งานประจำ

• Assess and approves with respect to both new and referred claim cases include special request regarding the given authority.
• Facilitate the recommendation to higher authority assessor.
• Capture the claim information and benefit payment into the system as required to ensure the accurate payment to the claimant.
• Monitors and take action on self pending of claim every 15 days.
• Participate into system & process improvement or other assignments from managers to deliver results as expected within the timeline.
• Contributes to update the claim assessment guideline.
• Update the business continuity plan per assignment.
• Make commitment of personal development plan and deliver as promised.
• Engage with the company activities and contributes as a good team player to deliver the highest team performance.