This role serves as the First Line of Defense within the Agency Distribution channel to uphold business quality and minimize intermediary fraud risks
Job Summary
This role serves as the First Line of Defense within the Agency Distribution channel to uphold business quality and minimize intermediary fraud risks.
The incumbent is responsible for investigating escalated complaints, analyzing abnormal trends in agent performance, and implementing remedial actions based on root causes.
The position requires collaborating with senior leadership to prepare periodic management reports for committees including the Market Conduct Committee and CEO's office.
Matching Summary
This role serves as the First Line of Defense within the Agency Distribution channel to uphold business quality and minimize intermediary fraud risks.
Skills & Requirements
Must-have
3+ years insurance industry experience
Life Insurance product knowledge
Intermediary investigation skills
Sales compliance and regulatory understanding
Root cause analysis for complaints
Nice-to-have
PowerBI data visualization proficiency
Strong stakeholder communication skills
Process improvement mindset
Independent work ethic
Fraud detection awareness
Key Requirements
Tertiary qualification in Actuarial Science, Insurance, or Accounting
Minimum 3 years working experience in the insurance industry
Proven experience in intermediary investigation or audit
Proficiency in Microsoft Word, Excel, and PowerPoint