Job Description
Roles & Responsibilities
The Bancassurance Operations Administrator is responsible for handling newly submitted applications for Life and A&H business, ensuring accuracy, completeness, and timely processing. This role plays a key part in supporting policy issuance and maintaining operational efficiency within the Bancassurance line of business in Egypt. This is an exciting opportunity to work in a fast-paced environment where attention to detail and collaboration directly impact customer experience and business outcomes. You will gain exposure to multiple stakeholders and contribute to improving service delivery and operational workflows. Success in this role requires strong attention to detail and the ability to manage multiple tasks under pressure. The role is responsible for ensuring accurate documentation and supporting reporting activities. You ll collaborate closely with internal departments such as POS, Accounting, Billing & Remittance, Sales Support, and Group EB, as well as external stakeholders including Sales teams and Relationship Managers, in a collaborative and supportive environment.
How You ll Help Us Build a Confident Future (Key Responsibilities)
- Review new applications submitted by Insurance Specialists (IS) from banks to ensure completeness and accuracy of data.
- Prepare and type policy documents, including policy specification schedules, riders, receipts, UND6 forms, and exclusions.
- Perform accurate data entry on internal systems and maintain data integrity.
- Check daily transmittals and ensure compliance with supporting documentation.
- Manage incoming and outgoing mail related to Bancassurance operations.
- Prepare status and quarterly reports to support operational tracking.
- Share ACC9 reports with banks in a timely and accurate manner.
- Register and track medical documents received from hospitals and ensure proper distribution.
- Process clearance reconciliation activities in coordination with relevant stakeholders.
Desired Candidate Profile
- Bachelor's degree or equivalent educational background.
- 1-3 years of experience in the Life Insurance or Bancassurance field.
- Proficiency in Microsoft Office (Word & Excel), with the ability to perform data entry and reporting tasks efficiently.
- Good command of English (written and spoken) to support communication and documentation.
- Strong attention to detail to ensure accuracy in application review and documentation.
- Ability to work under pressure while maintaining a customer-centric approach.
- Strong organizational and time management skills to handle multiple tasks effectively.
- Good communication skills and ability to collaborate with cross-functional teams.
- High level of accuracy and commitment to quality in operational tasks.