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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