Description
Prudential is seeking an Officer, Agent Onboarding Support to manage the end-to-end onboarding and support process for agency recruits. The successful candidate will ensure timely system setup and compliance requirements to enable agents to become sales ready.
The Officer, Agent Onboarding Support will:
- Prepare agency agreements and onboarding documents.
- Manage the end-to-end contract stamping process, including cover letter preparation and document handling.
- Maintain witness records and onboarding documentation.
- Perform onboarding data entry and ensure data accuracy.
- Manage end-to-end email creation and communication requests.
- Support system setup and activation for new agents.
- Maintain onboarding databases, trackers, and filing records.
- Prepare onboarding reports.
- Monitor onboarding progress and follow up on outstanding requirements.
- Ensure compliance with internal policies and regulatory requirements.
- Coordinate onboarding completion and agent activation.
The ideal candidate will have:
- Minimum 2+ years of experience in customer service and operations.
- Relevant experience in the insurance industry is strongly preferred.
- Strong command of spoken and written English with good presentation skills.
- Good coordination, decision-making, and process management skills.
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://prudential.wd3.myworkdayjobs.com/en-US/prudential/job/Myanmar/Officer--Agent-Onboarding-Support_26080030