The role holder will be responsible for delivering accurate, timely and automated agency performance reports while driving digital enablement and system improvements that support sales effectiveness, compliance and agent self-service adoption.

Key Responsibilities

• Prepare, automate, and deliver weekly, monthly, and ad hoc Agency performance reports and dashboards.
• Develop and maintain Power BI dashboards integrated with PAS to provide real-time sales performance and persistency insights.
• Prepare and submit accurate and timely regulatory and compliance reports, IRA and AKI requirements - including agent registry updates.
• Lead User Acceptance Testing and requirements validation for Agency Operations system enhancements and digital sales tools.
• Work with ICT to enhance digital platforms, including the Intermediary Portal, Green Forms to improve agent and intermediary self-service.
• Support agents and intermediaries on reporting, commissions, benefits, and use of digital platforms.
• Perform commission reconciliation, identify anomalies, and support timely resolution of commission related issues.
• Support continuous improvement through automation, data quality management, and process optimisation within Agency Operations.

Qualifications

• Bachelor’s Degree in a business-related field.
• Professional insurance qualification such as LOMA or IIK certificate.
• Certification in Power BI, Data Analytics, Agile, or Business Analysis (added advantage).

Experience

• At least 2 years’ experience in insurance, preferably within Agency Operations, Policy administration or Sales Support.

Check how your CV aligns with this job

• Prepare, automate, and deliver weekly, monthly, and ad hoc Agency performance reports and dashboards.
• Develop and maintain Power BI dashboards integrated with PAS to provide real-time sales performance and persistency insights.
• Prepare and submit accurate and timely regulatory and compliance reports, IRA and AKI requirements - including agent registry updates.
• Lead User Acceptance Testing and requirements validation for Agency Operations system enhancements and digital sales tools.
• Work with ICT to enhance digital platforms, including the Intermediary Portal, Green Forms to improve agent and intermediary self-service.
• Support agents and intermediaries on reporting, commissions, benefits, and use of digital platforms.
• Perform commission reconciliation, identify anomalies, and support timely resolution of commission related issues.
• Support continuous improvement through automation, data quality management, and process optimisation within Agency Operations.

• Power BI
• Data Analytics
• Agile
• Business Analysis
• Reporting
• Automation
• Data Quality Management
• Process Optimization
• Commission Reconciliation
• System Enhancements
• Digital Platforms
• Agent Self-Service

• Bachelor’s Degree in a business-related field.
• Professional insurance qualification such as LOMA or IIK certificate.
• Certification in Power BI, Data Analytics, Agile, or Business Analysis (added advantage).