Bancassurance Loan Coordinator
Job Purpose
The purpose of this role is to provide essential operational, administrative, and reporting support to ensure smooth and efficient daily operations of the department. The role is responsible for monitoring and maintaining accurate sales data and activity records, preparing daily, weekly, and monthly productivity reports, and supporting the team with any operational needs. Additionally, the role ensures proper handling of administrative tasks, including preparing, organizing, and filing forms and documents, to maintain compliance and operational accuracy.
Job Description
Insurance Processing & Documentation (Daily)
- Process Fire, Motor, IAR, Cash-In-Safe, Cash-In-Transit, CAR, E-Mya-Tha and other insurance cases daily.
- Check and verify necessary documents received from partner banks (KYC, data entry forms, survey documents, underwriting requirements).
- Coordinate with internal departments (Survey, Underwriting, Data Entry, KYC) to facilitate smooth processing.
- Ensure accuracy and completeness of documentation before submitting to internal teams.
Debit Notes & Official Receipts Management (Daily)
- Communicate and follow up with internal teams to obtain debit notes.
- Review debit notes and official receipts for accuracy before sending to partner banks.
- Send debit notes and official receipts to partner banks within required timelines.
- Explain debit note details to partner bank staff or customers via phone when clarification is needed.
Communication & Coordination
- Coordinate with partner banks and customers to facilitate survey appointments and ensure convenient scheduling.
- Maintain effective communication with internal teams (Underwriting, Policy, Cashier, Survey) to resolve issues promptly.
- Request official receipts and policies for Motor (new/renewal), Marine Hull/Cargo, and IAR from Policy and Cashier teams, then forward to banks.
Renewal Follow-up
- Send renewal notices to partner banks within 2–3 working days of receiving them from the Underwriting team.
- Track and monitor renewal cases to ensure timely processing.
Data Entry & Reporting (Daily)
- Enter daily debit note and official receipt data into Power Apps accurately.
- Maintain organized records through Excel files, email follow-ups, and manual notes.
- Support daily reporting tasks as required by the department.
Operational Support
- Provide necessary support to the Bancassurance Loan Team for daily operations.
- Assist the Senior Associate in assigned tasks, follow-ups, and case management.
- Perform other administrative duties as required to ensure smooth department workflow.
Job Requirements
- Any Bachelor Degree.
- Strong attention to detail and organizational skills.
- Good communication and coordination abilities.
- Basic knowledge of Microsoft Excel and email communication.
- Willingness to learn and adapt in a fast-paced environment.
- Interest in insurance or financial services is an advantage.
Job Details
Senior Associate
Bancassurance
