7 Insurance jobs in Thailand
Investment and Insurance Sales Surveillance Analyst
Bangkok, Bangkok
Citi
Posted today
Job Viewed
Job Description
The Investment and Insurance Sales Surveillance Senior Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures, or practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
**Key Responsibilities**:
- Perform maker role to review and disposition of alert triggers based on investigation results; investigations could involve document/ call reviews, analyze client behaviors based on client KYC, account info, customer surveys etc.
- Work closely with Investment and Insurance Product Manager, Sales and Sales Supervisor to complete surveillance alert response within timely.
- Document exception findings, tracking of corrective actions and its completion at individual alert level and at review level
- Provide trend analysis and surveillance reports for management reporting
- Provide consultations to other internal departments on sales process and branch operational matters
- Report and document the Quality of Work / Exception / Observation report of Sales Representatives
- Continuously seek process improvement to enhance efficiency of the surveillance monitoring process, and to address process/ compliance gaps
- Implementation of processes and procedures on compliance matters
- Updates documentation, and communicating / training new process and procedures to business partners.
- Monitor work progression ensuring completion of assignments by requested due date**Qualifications**:
- At least 2 years of relevant experience
- Demonstrated organizational and follow-up skills; ability to multi-task and maintain composure in a high-volume environment
- Excellent time management skills, effective communication skills (written and verbal) and proven analytical/problem solving abilities
- Proficient in Microsoft Office
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Self-motivated and details oriented
- Prior experience in sales or compliance would be an advantage
**Education**:
- Education level: Bachelor’s degree or equivalent
- Preferred: Excellent domain knowledge in retail banking Investment and Insurance products
- **Job Family Group**:
Compliance and Control
- **Job Family**:
Business Control
- **Time Type**:
Full timeCiti is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
**Key Responsibilities**:
- Perform maker role to review and disposition of alert triggers based on investigation results; investigations could involve document/ call reviews, analyze client behaviors based on client KYC, account info, customer surveys etc.
- Work closely with Investment and Insurance Product Manager, Sales and Sales Supervisor to complete surveillance alert response within timely.
- Document exception findings, tracking of corrective actions and its completion at individual alert level and at review level
- Provide trend analysis and surveillance reports for management reporting
- Provide consultations to other internal departments on sales process and branch operational matters
- Report and document the Quality of Work / Exception / Observation report of Sales Representatives
- Continuously seek process improvement to enhance efficiency of the surveillance monitoring process, and to address process/ compliance gaps
- Implementation of processes and procedures on compliance matters
- Updates documentation, and communicating / training new process and procedures to business partners.
- Monitor work progression ensuring completion of assignments by requested due date**Qualifications**:
- At least 2 years of relevant experience
- Demonstrated organizational and follow-up skills; ability to multi-task and maintain composure in a high-volume environment
- Excellent time management skills, effective communication skills (written and verbal) and proven analytical/problem solving abilities
- Proficient in Microsoft Office
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Self-motivated and details oriented
- Prior experience in sales or compliance would be an advantage
**Education**:
- Education level: Bachelor’s degree or equivalent
- Preferred: Excellent domain knowledge in retail banking Investment and Insurance products
- **Job Family Group**:
Compliance and Control
- **Job Family**:
Business Control
- **Time Type**:
Full timeCiti is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
This advertiser has chosen not to accept applicants from your region.
0
Accounting Officer (Insurance) - Mrt Thailand
Bangkok, Bangkok
PRTR
Posted today
Job Viewed
Job Description
Our client is receiving a personal services from one of their 40 countries. They are now looking for an Accounting Officer to join their team.
**Responsibilities**:
- Handling financial records in compliance with accepted policies and procedures.
- Being responsible for the accounting reports for use by client’s management.
- Handling the VAT and withholding tax returns and Corporate income tax returns.
- Analyzing and providing value-added and business-oriented comment to clients on their financial results.
- Performing one-off assignments such as establishing accounting process and control procedures.
- Being responsible for the financial statements for statutory purposes.
**Qualifications**:
- 25-28 years old, Thai only.
- Bachelor Degree in Accounting is a must.
- At least experience in 1 years from GL Accounting from ant industry is a must.
- Has experience in Insurance company is would be advantage.
- Has experience in Accounting and operational such as AP, AR, GL.
- Has background from International company is prefer.
- Good command of English both written and spoken.
- Strong in MS Office especially in Excel.
- Quick learner, patient, and works well under pressure.
**Responsibilities**:
- Handling financial records in compliance with accepted policies and procedures.
- Being responsible for the accounting reports for use by client’s management.
- Handling the VAT and withholding tax returns and Corporate income tax returns.
- Analyzing and providing value-added and business-oriented comment to clients on their financial results.
- Performing one-off assignments such as establishing accounting process and control procedures.
- Being responsible for the financial statements for statutory purposes.
**Qualifications**:
- 25-28 years old, Thai only.
- Bachelor Degree in Accounting is a must.
- At least experience in 1 years from GL Accounting from ant industry is a must.
- Has experience in Insurance company is would be advantage.
- Has experience in Accounting and operational such as AP, AR, GL.
- Has background from International company is prefer.
- Good command of English both written and spoken.
- Strong in MS Office especially in Excel.
- Quick learner, patient, and works well under pressure.
This advertiser has chosen not to accept applicants from your region.
1
Insurance Learning Development and Strategic
Bangkok, Bangkok
ธนาคารไทยพาณิชย์
Posted today
Job Viewed
Job Description
สมัครโปรดคลิกที่ปุ่ม "Apply"
**Job Description**:
- Lead the development and continuous improvement plan and execution to ensure the strategic alignment between training and development and business goals
- Be an active and productive liaison or partner with Business Unit Academy and consistently seek for positive impacts on key business, quality, productivity, and customer experience metrics
- Identify training needs, recommend & implement solutions, and evaluate & measure the effectiveness of the programs
- Actively seek opportunities to improve the efficiency and effectiveness of learning. Handle end-to-end program to ensure all aspects are running smoothly and according to plan. Ensure the work of the team and individuals is continually aligned to business goals
- Ensure that the designed strategic training programs are efficient for all diverse audiences and different distribution channels
Qualification:
- Bachelor’s degree or higher in Business Administrations, Human Resource Development, or related fields
- Minimum of 5 years of experiences in developing, implementing, and delivering training. Direct experience in insurance or banking business is advantageous
- Direct experience in learning management or instructional training program design is preferable
- High agility and passionate for people development, open mind with growth mindset, enthusiasm, excellent organizational and time-management skills
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
**Job Description**:
- Lead the development and continuous improvement plan and execution to ensure the strategic alignment between training and development and business goals
- Be an active and productive liaison or partner with Business Unit Academy and consistently seek for positive impacts on key business, quality, productivity, and customer experience metrics
- Identify training needs, recommend & implement solutions, and evaluate & measure the effectiveness of the programs
- Actively seek opportunities to improve the efficiency and effectiveness of learning. Handle end-to-end program to ensure all aspects are running smoothly and according to plan. Ensure the work of the team and individuals is continually aligned to business goals
- Ensure that the designed strategic training programs are efficient for all diverse audiences and different distribution channels
Qualification:
- Bachelor’s degree or higher in Business Administrations, Human Resource Development, or related fields
- Minimum of 5 years of experiences in developing, implementing, and delivering training. Direct experience in insurance or banking business is advantageous
- Direct experience in learning management or instructional training program design is preferable
- High agility and passionate for people development, open mind with growth mindset, enthusiasm, excellent organizational and time-management skills
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
This advertiser has chosen not to accept applicants from your region.
2
Digital Insurance Solution Design & Development
Bangkok, Bangkok
ธนาคารไทยพาณิชย์
Posted today
Job Viewed
Job Description
สมัครโปรดคลิกที่ปุ่ม "Apply"
**Job Description**:
- Establish digital insurance product roadmaps in order to accomplish SCB’s goals: i.e. develop products, pricing strategies to meet customers' needs
- Concentrate on building long term relationship with insurance companies
- Responsible for negotiation on terms and conditions of insurance products in order to reach the customer’s needs and SCB revenue target
- Manage digital insurance platform, set sales targets, implement sales strategies and monitor sales performance
- Provide directions, solutions through design and lead digital insurance projects between SCB units and insurance companies to meet SCB’s goals
Qualification:
- Bachelor’s degree or higher in Finance and Banking, Economics, Accounting, Business Administrations, or related fields
- Minimum of 10 years of experiences in marketing and sales management field
- Good command of English and Computer skills (Microsoft excel, word, power point)
- Strong project management with analytical skills
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
**Job Description**:
- Establish digital insurance product roadmaps in order to accomplish SCB’s goals: i.e. develop products, pricing strategies to meet customers' needs
- Concentrate on building long term relationship with insurance companies
- Responsible for negotiation on terms and conditions of insurance products in order to reach the customer’s needs and SCB revenue target
- Manage digital insurance platform, set sales targets, implement sales strategies and monitor sales performance
- Provide directions, solutions through design and lead digital insurance projects between SCB units and insurance companies to meet SCB’s goals
Qualification:
- Bachelor’s degree or higher in Finance and Banking, Economics, Accounting, Business Administrations, or related fields
- Minimum of 10 years of experiences in marketing and sales management field
- Good command of English and Computer skills (Microsoft excel, word, power point)
- Strong project management with analytical skills
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
This advertiser has chosen not to accept applicants from your region.
3
Senior Insurance Operations Coordinator
Mercer
Posted today
Job Viewed
Job Description
**Job Purpose**: The Senior Insurance Operations Coordinator is responsible for managing all aspects of Insurance Member Management. This role involves optimizing internal operations, managing workflow across stakeholders, and ensuring the smooth and efficient functioning of the business. The Insurance Operations Coordinator will work closely with brokers and insurance providers to verify and ensure that all documentations and requests are completed in a timely manner without any errors. Also, to provide excellent service and response to client’s enquiries without complaints.
**Key Responsibilities**:
- Maintain accurate records of policyholders and member listings associated with the policies.
- Maintain an up-to-date list of members according to clients' information and ensure that all documentation is complete and stored in the system.
- Verify the accuracy of documents such as policies, member lists, care cards, and FCL letters.
- Monitor and track pending items from insurers, such as care cards and FCL letters, using JIRA system.
- Provide excellent customer service by responding to inquiries, addressing customer concerns, and resolving complaints.
- Offer advice and guidance to policyholders and their employees, assisting them in understanding their insurance coverage.
- Manage and prioritize own workload to meet individual SLA, KPI, and Quality targets.
- Lead and/or participate in stakeholder engagement sessions, working in partnership with brokers to improve the client experience and understand the needs and expectations of both internal and external clients.
- Manage escalated calls, complaints, questions, and queries as necessary, overseeing the complaints management system and the quality of communications with client-facing colleagues.
- Ensure quality control and resolve any errors detected.
- Prepare Operations analysis reports and performance reports.
**Experience, Knowledge, and Skills**:
- Bachelor's degree in Business Administration or related fields.
- At least 5 years of work experience in Life Insurance Operations.
- Good knowledge and skill in Microsoft Office tools (Outlook, Word, Excel, PowerPoint).
- Good knowledge of Life, Health, and PA insurance coverage and business operations.
- Excellent communication skills, both written and verbal, and presentation skills.
- Proficiency in English, both writing and speaking.
- Having a growth mindset, creativity & initiative, critical thinking, and decision-making skills.
- High responsibility and ability to work under pressure.
- Good time management with job prioritization.
- Strong sense of urgency with an excellent service mind.
- Experience in the Broking industry is a plus.
**Key Responsibilities**:
- Maintain accurate records of policyholders and member listings associated with the policies.
- Maintain an up-to-date list of members according to clients' information and ensure that all documentation is complete and stored in the system.
- Verify the accuracy of documents such as policies, member lists, care cards, and FCL letters.
- Monitor and track pending items from insurers, such as care cards and FCL letters, using JIRA system.
- Provide excellent customer service by responding to inquiries, addressing customer concerns, and resolving complaints.
- Offer advice and guidance to policyholders and their employees, assisting them in understanding their insurance coverage.
- Manage and prioritize own workload to meet individual SLA, KPI, and Quality targets.
- Lead and/or participate in stakeholder engagement sessions, working in partnership with brokers to improve the client experience and understand the needs and expectations of both internal and external clients.
- Manage escalated calls, complaints, questions, and queries as necessary, overseeing the complaints management system and the quality of communications with client-facing colleagues.
- Ensure quality control and resolve any errors detected.
- Prepare Operations analysis reports and performance reports.
**Experience, Knowledge, and Skills**:
- Bachelor's degree in Business Administration or related fields.
- At least 5 years of work experience in Life Insurance Operations.
- Good knowledge and skill in Microsoft Office tools (Outlook, Word, Excel, PowerPoint).
- Good knowledge of Life, Health, and PA insurance coverage and business operations.
- Excellent communication skills, both written and verbal, and presentation skills.
- Proficiency in English, both writing and speaking.
- Having a growth mindset, creativity & initiative, critical thinking, and decision-making skills.
- High responsibility and ability to work under pressure.
- Good time management with job prioritization.
- Strong sense of urgency with an excellent service mind.
- Experience in the Broking industry is a plus.
This advertiser has chosen not to accept applicants from your region.
4
Insurance Product Marketing Specilaist
Bangkok, Bangkok
AIS
Posted today
Job Viewed
Job Description
Become a part of Thailand’s no.1 Digital Service Provider, Who strives to provide best services that help people fulfil their dreams.
Job Posting Location
Bangkok
Job Summary
Responsible for a wide range of responsibilities including market research, product strategy, product development, product marketing planning, pricing, distribution, selling and after sales service to meet organizational objectives.
**Job Description**:
- Product Development-
- Determines customers’ needs and desires by specifying the research needed and target group to obtain market information.-
- Assesses market competition by comparing the company’s product to competitors’ products.-
- Define product positioning for the suite and underlying platform capabilities, including clear differentiation, crisp value propositions and requirement that can be understood both internally and externally-
- Brings new products to market by analyzing proposed product requirements, product development programs and product implementation-
- Provides information for management by preparing short-term and long-term product sales forecasts, reports, analyses and recommendations, answering questions and requests.-
- Performs other duties as required.- Product Communication-
- Develop product campaign and content hitting all stages of the marketing and sales funnel-
- Produce product and materials that enable sales teams with the training they need to be successful, and the tools to drive action (pitch decks, customer stories, call scripts, etc.).-
- Lead and collaborate closely with insurer and sales teams to ensure value propositions align with customer needs- Product Innovation:- Analyze a wide variety of data, market trend, competitor’s analysis to make data driven recommendations for concepts and lead innovation and product pipeline that directly respond to consumer desires/needs.-
- Partner cross functionally and external to gain alignment on product strategic direction- Project Manager for product development-
- Lead project and create a project structure for stakeholders including timeline, project plans, tasks and team responsibilities, and status reporting on new product development-
- Collaborates with UX team and digital media team to research and envision solutions on digital channel, testing and evaluate feasibility and assist with design optimization and digital marketing optimization-
- Provide product analysis, consumer insights, and data-driven recommendations to create customer persona and provide recommendation to data team for creating data model, targeted marketing, and segmentationQualifications:- In-depth knowledge focusing on Life / non-life insurance and demonstrable experience in product marketing and innovation-
- Insurance broker license is highly preferred-
- Bachelor's degree or higher in a related field-
- Good in Thai & English both written & spoken-
- Well understanding on an insurance or banking business. Background in insurance product marketing is highly preferred-
- Teamwork spirit with creative mind and willing to learn / can-do attitude-
- Good interpersonal skills, service-minded, drive for excellence, ability to work effectively and ability to prioritizing and planning works to meet the timelines-
- Proactive, innovative, and results-drivenRecruiter
Atitaya Dechpan (อทิตยา เดชปาน)
Job Posting Location
Bangkok
Job Summary
Responsible for a wide range of responsibilities including market research, product strategy, product development, product marketing planning, pricing, distribution, selling and after sales service to meet organizational objectives.
**Job Description**:
- Product Development-
- Determines customers’ needs and desires by specifying the research needed and target group to obtain market information.-
- Assesses market competition by comparing the company’s product to competitors’ products.-
- Define product positioning for the suite and underlying platform capabilities, including clear differentiation, crisp value propositions and requirement that can be understood both internally and externally-
- Brings new products to market by analyzing proposed product requirements, product development programs and product implementation-
- Provides information for management by preparing short-term and long-term product sales forecasts, reports, analyses and recommendations, answering questions and requests.-
- Performs other duties as required.- Product Communication-
- Develop product campaign and content hitting all stages of the marketing and sales funnel-
- Produce product and materials that enable sales teams with the training they need to be successful, and the tools to drive action (pitch decks, customer stories, call scripts, etc.).-
- Lead and collaborate closely with insurer and sales teams to ensure value propositions align with customer needs- Product Innovation:- Analyze a wide variety of data, market trend, competitor’s analysis to make data driven recommendations for concepts and lead innovation and product pipeline that directly respond to consumer desires/needs.-
- Partner cross functionally and external to gain alignment on product strategic direction- Project Manager for product development-
- Lead project and create a project structure for stakeholders including timeline, project plans, tasks and team responsibilities, and status reporting on new product development-
- Collaborates with UX team and digital media team to research and envision solutions on digital channel, testing and evaluate feasibility and assist with design optimization and digital marketing optimization-
- Provide product analysis, consumer insights, and data-driven recommendations to create customer persona and provide recommendation to data team for creating data model, targeted marketing, and segmentationQualifications:- In-depth knowledge focusing on Life / non-life insurance and demonstrable experience in product marketing and innovation-
- Insurance broker license is highly preferred-
- Bachelor's degree or higher in a related field-
- Good in Thai & English both written & spoken-
- Well understanding on an insurance or banking business. Background in insurance product marketing is highly preferred-
- Teamwork spirit with creative mind and willing to learn / can-do attitude-
- Good interpersonal skills, service-minded, drive for excellence, ability to work effectively and ability to prioritizing and planning works to meet the timelines-
- Proactive, innovative, and results-drivenRecruiter
Atitaya Dechpan (อทิตยา เดชปาน)
This advertiser has chosen not to accept applicants from your region.
5
Administrator - Insurance Operations
Bangkok, Bangkok
Marsh
Posted today
Job Viewed
Job Description
**What can you expect?**
**We will count on you to**:
- Ensures timely and accurate production/processing of relevant documents/information (includes report preparation) with good quality of work.
- Quality control and ensure errors are detected and resolved.
- Contributes to achievement of Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives.
- Adheres to company policies and performance standards
- Updates reports based on predefined templates on a regular basis to ensure accurate data entry
- Maintains a basic understanding of the core aspects of relevant Insurance and related legislation.
- Responsible and accountable for the task assigned.
**What you need to have**:
- Bachelor’s degree in any related discipline.
- 2-3 years of experience as an administrative in insurance business would be advantageous.
- Ability to manage internal and external correspondence.
- Good in English & Thai both written and verbal communication skills.
- Proactive, self-driven and ability to work independently with mínimal supervision in a fast-paced matrix environment.
- Creative, innovative, and always think outside the box.
- Good skill on MS Office i.e. MS Words, MS Excel, MS Outlook.
- Good time management with job prioritization.
- Strong sense of urgency with good service mind.
- Good mindset with high responsibility
- Able to concentrate and work under pressure.
Marsh PB Co,. Ltd.| The PARQ Building | 6th Fl. West Wing | 88 Ratchadaphisek Road. Klongtoey | Bangkok 10110, Thailand
**We will count on you to**:
- Ensures timely and accurate production/processing of relevant documents/information (includes report preparation) with good quality of work.
- Quality control and ensure errors are detected and resolved.
- Contributes to achievement of Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives.
- Adheres to company policies and performance standards
- Updates reports based on predefined templates on a regular basis to ensure accurate data entry
- Maintains a basic understanding of the core aspects of relevant Insurance and related legislation.
- Responsible and accountable for the task assigned.
**What you need to have**:
- Bachelor’s degree in any related discipline.
- 2-3 years of experience as an administrative in insurance business would be advantageous.
- Ability to manage internal and external correspondence.
- Good in English & Thai both written and verbal communication skills.
- Proactive, self-driven and ability to work independently with mínimal supervision in a fast-paced matrix environment.
- Creative, innovative, and always think outside the box.
- Good skill on MS Office i.e. MS Words, MS Excel, MS Outlook.
- Good time management with job prioritization.
- Strong sense of urgency with good service mind.
- Good mindset with high responsibility
- Able to concentrate and work under pressure.
Marsh PB Co,. Ltd.| The PARQ Building | 6th Fl. West Wing | 88 Ratchadaphisek Road. Klongtoey | Bangkok 10110, Thailand
This advertiser has chosen not to accept applicants from your region.
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