PR/160219 | Business & Product Operation Analyst (Insurance)

JOB RESPONSIBILITIES:

• Assist in manage the onboarding of new vendors and conduct regular reviews. 

• Perform basic due diligence checks and review required documents. 

• Maintain organized records of onboarding and review documentation

• Track vendors’ creditworthiness and financial stability based on ratings from key rating agencies.

• Monitor and alert on any negative news, regulatory changes, or significant developments that may impact them.

• Maintain and update CRM entries for new product launches, commission structure changes, and product training records.

• Ensure all internal databases are kept accurate and up to date.

• Manage provider portal access, including onboarding/offboarding updates, maintaining accurate access records, and keeping complete audit trails for all changes.

• Organize and manage provider agreements and product materials, ensuring proper filing, naming, and version control in SharePoint while supporting efficient document retrieval and governance.

• Identify process gaps and recommend practical improvements, support the development of automated workflows using Power Automate and related tools

JOB REQUIREMENTS:

• Bachelor degree in Business Administration, finance and banking or any relevant field 

• Minimum 2–3 years of relevant experience in an administrative, operations, or support function. 

• Prior exposure to life insurance, financial services, or regulated industries is added advantage

• Strong working proficiency in the Microsoft 365 / Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

• Experience with SharePoint Online for document management, collaboration, and information governance.

• Ability to work independently with minimal supervision. 

• Self-driven, resourceful, and solutions-oriented mindset.

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