Job Details
Experience Needed:
Career Level:
Education Level:
Salary:
Job Categories:
Skills And Tools:
Job Description
- Reporting the agents who will attend the training to training dept.
- Receiving the hiring documents and making sure they are completed to issue the contracts for sales agents.
- Prepare Training report, graduation report for training.
- Responsible for the branch application control
- Validating and sending the internal code forms to sales ops team
- Issue the renewal contracts for sales.
- Receiving the deposit amount received by agents and issuing the receipts and depositing the amounts in the bank and booking them on eBao.(renewals and new business).
- Building the application on eBao after screening and verifying the needed documents and scanning all application and documents.
- Receiving the UWD requirements from agents and sending them to UWD.
- Book medical reservations needed by UWD after receiving the medical form reservation from agents.
- Enter medical on eBao and scanning it.
- Receiving the policies clearance from the agents and scan them on eBao.
- Send to sales ops the policies recoding, promotion , demotion , recoding teams after receiving the needed approvals.
- Prepare police record report for all the lost application by the agents in the branch.
- Maintain the collections compliance in the branch.
- Sending the finance manual, receipts and bank deposits to the finance receivable.
- Responsible for credit card machine transaction in the branch for AAIB .
- Prepare weekly reports for branch manager for changes in his agent list, and weekly submission production of his team.
- Responsible for branch petty cash , maintenance needed and buying the branch stock.
- Sending the branch invoices and petty cash report to Administration Dept.
- Sending the stationary request for the branch to Administration Dept.
- Sending the FRA registration documents submitted by agents to Training Dept.
- Receiving the resignation from the agents and prepare the decoding forms to be sent to Sales Ops.
- Giving the clear agents their hiring papers and signing the final clearance forms from the agents.
- Helping the walk-in clients with their inquiries and delivering the clients their checks.
- Receiving the agents checks from the finance and delivering them to the agents.
- Performing a monthly application audit with all agents.
- Register the agents in the branch in the finger print machine for their attendance.
Job Requirements
- Education: University graduate with finance/business background
- English: Very Good
- Microsoft Office Very Good, Specially Excel
- Working Experience in similar positions is preferable.