Associate, Operations Planning (CIF-Customer Information File)

• Review and perform approvals in CIF to merge customer records for Pending Queue Management & Merging Request, ensuring accuracy and consistency.
• Perform data correction in CIF, FPMS and Life Asia systems based on valid supporting documents or proof provided.
• Promptly attend to enquiries and ensure proper follow-up for cases escalated to other teams or users until resolution.
• Ensure SLAs are met within the stipulated turnaround time for all CIF incoming cases.

• Collaborate with IT and relevant stakeholders to identify risk gaps and propose solutions for system and production issues related to inconsistent incoming customer information.
• Attend to ad-hoc system enhancement requests, provide User Acceptance Testing (UAT) support, and participate in data cleansing activities.
• Prepare, manage, and track UAT progress and defect resolution to ensure timely delivery.
• Proactively highlight any potential concerns /risks and share best risk practices in risk management to ensure compliance with internal policies and regulatory requirements.

• Support Assistant Manager in ensuring timely and accurate submission of regular reports related to CIF incoming cases.
• Prepare and maintain daily SLA monitoring reports to track performance and ensure SLAs are consistently achieved within the stipulated turnaround time.

• Perform timely reviews of processing errors to ensure data quality is within tolerable threshold and analyze the operational impact and identify appropriate control measures.
• Conduct regular quality checks to ensure the team's data accuracy meets agreed standards and thresholds.

• To perform AML screening in FPMS system within the stipulated timeline agreed by
• Compliance.
• To support Assistant Manager to review Standard Operating Procedure annually.
• To develop and implement process improvement plans to optimize CIF processes.
• To support other departmental activities where required.

• Possess tertiary education in Business Administrative or any related field.
• Preferably 1 to 2 years working experience in life insurance industry.
• Experience in processing and operations, or customer administration.
• Independent & strong interpersonal skills.
• Good communication and negotiation skills.
• Ability to produce high quality work under pressure.
• Proficient in Microsoft Office - Excel, Words and PowerPoint.
• High level of integrity, takes accountability of work and good attitude over teamwork.
• Takes initiative to improve current state of things and adaptable to embrace new changes.

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

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