Licensing Associate

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

About FWD Life Philippines 

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visit fwd.com.ph. 

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

1. Manage the end-to-end and “whole deck” processing from receipt to integration fulfillment

• Review and analyze all applications for new distributor entrants; assess regulatory and business requirements; review hierarchies in view of sequential hiring; review/QA all requirements; communicate with applicant/leader until all requirements are completed.
• Communicate with distributor and SMT for requirements, updates and follow-ups
• Endorse complied documents to hierarchy and tagging team for creation of code to DMS and IC ELS

2. Manage the end-to-end process on conversion and final QA of applications

• Dedicated POC – one stop shop per territory.
• Keep track and monitoring of the following:

a. submission of licensing applications (organic/inorganic recruits)

b. process and downloading of docs from SRT

• Responsible for final QA and ensure completion of requirements.
• Sending of emails to leaders/SMTs on lacking requirements.
• Chasing recruits, leaders and SMTs for the pending requirements.
• Preparation of Agency Matrix for sequential hierarchy.
• Completion handling re-calibration of complied or incomplete requirements.
• Handling of pipeline report per territory.
• Final endorsement to coding team for registration to DMS and ELS
• Regular meetings/updates with partner RecOps to discuss completion of documents
• Communicate with distributor and SMT for requirements, updates, and follow-ups

JOB REQUIREMENTS:

• Preferred with bachelor’s degree from Business/Office Administration, Management, or related courses with curriculum focused on process, logics,
• Communication:  Written communication skills. This person will communicate directly with SMT, Distributors, Recruitment Ops team.
• MS Excel Skills:   Proficient in MS Excel (i.e pivots, look-ups, tables and charts) to support reporting and database management requirements.
• Coordination: Builds collaboration with distributors, SMTs, Recruitment Operations, to ensure straight-through processing.
• Organization:   Detail-oriented, very organized and structured in doing things.

Privacy Notice

Your privacy is a priority for FWD.  The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform.  The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process.  Shortlisted candidates will then be contacted by FWD for the face-to-face interview.