Senior Executive, P-Lines Distribution
Senior Executive, P-Lines Distribution
Posted on :
21-08-2025
Employer Active
1 Vacancy
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Job Description
Description
This role reports to the Senior Business Development Manager for Personal Lines and supports its growth by managing advisor relationships driving sales performance ensuring data security and collaborating across teams.
Key Responsibilities:
- Enforce data protection: review external communications encrypt reports and ensure emails are sent to the correct recipients.
- Uphold the clean-desk policy to avoid exposing sensitive information.
- Drive sales KPIS by monitoring firm performance and engaging advisors.
- Strengthen relationships with GI reps and FA channels to increase penetration and support.
- Handle daily advisor and customer queries including claims appeals and escalationsconduct product system and induction training; host clinic sessions to enhance advisor knowledge.
- Manage FA customer complaints and address objections with in-depth product knowledge.
- Track competitor offerings to position Incomes advantages.
- Launch advisor engagement initiatives to meet sales targets.
- Please prepare meeting minutes track action items and ensure follow-ups.
- Collaborate with partners and internal teams to meet service standards and support marketing activities (e.g. roadshows seminars).
- Support process improvements and SLA adherence across teams.
- Work with Legal and Compliance on contracts new processes and partnerships.
- Handle ad-hoc tasks and cover for absent account managers.
Requirements:
- Proven experience in account management and stakeholder engagement.
- Minimum 2 years managing FA channels with an existing advisor network.
- Strong presentation written and verbal communication skills.
- Proficient in Excel (lookups pivots basic formulas).
- Independent analytical problem-solver with operational process know-how.
- General Insurance knowledge/certification required.
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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