Partnership Admin Support Specialist

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

To serve as a key support partner to the Partnership by providing end-to-end administrative, operational, and governance support. The role ensures seamless execution of salesforce operations, business planning, logistics, compliance requirements, financial controls, and management reporting, enabling leaders and frontline teams to effectively drive business growth and deliver superior customer outcomes.

1. Vendor, Logistics, and Operational Coordination

• Manage the preparation and processing of Contract Approval Requests (CARs) and vendor contracts, ensuring compliance with company policies, procurement requirements, governance standards, and approval processes.
• Coordinate and manage the logistics requirements of assigned regions, including travel arrangements, accommodations, meeting venues, and other operational needs. Liaise with accredited travel agencies and relevant stakeholders to ensure timely and cost-effective.

2. Partnership Support and Administration

• Serve as the primary point of contact for Banca salesforce administrative inquiries, providing timely resolution and support through email and phone channels.
• Escalate unresolved concerns to the appropriate process owners or support teams to ensure prompt and effective resolution.
• Promote and reinforce the proper use of sales tools while ensuring adherence to MCG guidelines, company policies, and established processes.
• Monitor the deployment, operational readiness, and utilization of Orange Zones across branches, ensuring compliance with service standards and minimizing disruptions to sales activities.
• Prepare, consolidate, and maintain presentation decks and management reports for Banca Leaders Meetings, ensuring the accuracy, completeness, and timely submission of business updates, key metrics, and action items.

3. Financial and Compliance Administration

• Review and validate reimbursement and liquidation claims filed in Oracle by sales leaders against submitted Official Receipts (ORs) and supporting documents to ensure completeness, accuracy, policy compliance, and proper documentation prior to submission to Finance.

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• Participate in special projects, process improvements and automation, UATs and product launches

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• Participate in special projects, process improvements and automation, UATs and product launches

4. Process Improvement, Handling New Projects/Initiatives and Manage Compliance/Risk Related requirements for Helpdesk and Admin

• Monitor and coordinate with Banca salesforce on complaints and/or concerns received by Customer Connect and provide relevant information needed to address the complaints/concerns

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.