Job Description

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

What are we looking for?

To provide effective administrative and operational support to the Bancassurance sales team through coordination of policy delivery, marketing materials, event administration, and basic data monitoring. The role ensures smooth daily operations between the insurance company and bank partners to support sales productivity and customer service excellence.

What are we expecting from this role?

• Provide day-to-day administrative assistance to the Bancassurance sales team.

• Support Key Account Manager (KAM) and sales channels with operational requirements.

• Prepare and distribute sales-related documents and communications.

• Arrange and coordinate policy document delivery to respective bank branches and customers.

• Track policy delivery status and maintain proper records.

• Liaise with operations and underwriting teams to ensure timely processing.

• Manage brochures, application forms, and marketing collaterals.

• Coordinate printing and distribution of materials to branches.

• Ensure updated versions of product materials are always available at the Bank Branches.

• Monitor inventory levels of brochures, forms, and promotional materials.

• Coordinate with respective KAM and departments for timely stock replenishment.

• Maintain proper records of material usage and distribution.

• Support in organizing bancassurance events, roadshows, and sales activities.

• Handle logistics, venue arrangements, and administrative coordination.

• Track event expenses and support post-event documentation.

• Maintain and update daily sales reports accurately and on a timely basis.

• Prepare and consolidate monthly sales performance reports for management review.

• Generate ad hoc reports as required by management, KAMs, or sales teams.

• Update tracking sheets for sales activities, applications, and policy status.

• Assist in compiling data for sales monitoring, campaign tracking, and performance analysis.

• Ensure accuracy and completeness of all sales-related data and records.

• Coordinate with relevant departments to collect required information for reporting.

• Act as a coordination point between internal departments and bank partners.

• Support communication flow between sales team, operations, and marketing

Who are we looking for?

• Bachelor’s degree in Business Administration or a related field.

• Minimum 1–2 years of experience in administrative support, sales support, or operations.

• Prior experience in the insurance, bancassurance, or financial services industry will be an advantage.

• Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.

• Basic knowledge of Power BI is preferred.

• Strong organizational skills, attention to detail, and the ability to manage multiple tasks effectively.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.