Assistant, Distribution-Operations

• Direct (Print Hardcopies)
• Special arrangement agents
• Email Agents/Brokers/FA/Staffs
• To mail merge excel data given by A&H Team (Pei En) into letters.
• 3 Classes (PETCARE, PA SMART, PA SAVVY)
• Print the letters after Mail Merge & mail out to insured.
• Send Staffs RNs directly to their email address (even those unknown) with encryption via PREMIA.

• Send Executive Report for Sign offs in Docusign
• Do Litigation search & MAS Searches for Individuals & Corps
• Perform Sanction Screening checks for individual.
• Send Agency Agreement for Sign offs in Docusign
• Register Agents/Corps in GIA.
• Create Producer Code in PREMIA. (Setup includes particulars & bank details.
• Inform BD, Finance of Producer Code.
• Create Profile in LibertyApps (Producer Master, Personnel Master, Email Directory, Producer Handler Setup
• Create Oneliberty access in OneLiberty
• Inform Finance & BDM of the code creation via email.

• Agents' contact information update: email, phone, address etc
• GIA prompts to update agent/corp matters as in updating secretaries, directors, staffs etc.
• Any ACRM/GIA related matters such as add/delete nominees/Swap Principals.
• FA Sub-code creation/termination

• FA Sub-code creation/Termination : to send list to GIRI & once created to update the master listing & nominee excel list.
• Creation: To create profile in LibertyApps (Personnel Master & Email Directory)
• Termination : To update terminated status in LibertyApps (Personnel Master & Email Directory)
• Update FAs' Particulars be it individually or by firm level.
• Assist FA in onsite CPD Training with Registration

• Retrieved Raw Data after every CPD session.
• Work on the Data & Sort via Channel.
• For FA & Brokers, will have to generate the CPD Certificates manually.
• For Agents, will have to input format to get the GIA number of all individuals to upload their CPD hours in GIA.

• Create the working file of all agents that is registered in Liberty.
• Working file includes the particulars of agents & Finance section to keep track.
• Ensure that agents submission is updated in the working file & the documents received for the renewal is kept in the folder.
• Update BDMs/HOD on progress & the agents' CPD hours.
• Update on who is renewing, who is not & who is not able to renew. (example to non fulfillment of CPD hours)
• Ensure that non renewing agents are terminated in GIA by 31 Dec & Oneliberty & LibertyApps are terminated by 31 Dec.
• Send Listing of agents who cleared to Finance for them to deduct via comm

• Update change of producers' personal details/email address in internal system & update relevant departments
• Assist Steph in ordering wreaths/flowers order during her absence
• Retrieving Tax Invoices requests
• Input Producer Code for Listing of Pending GIA payments provided by GIA to Jo Tan (Finance)
• Cover Broker's admin during her absence.
• Broker's Oneliberty creation, Onboarding (Code creation in PREMIA), Brokers' Particulars update, creation in LibertyApps.

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