Agency Services Officer - Reporting at Liberty Life

The role holder will be responsible for delivering accurate, timely and automated agency performance reports while driving digital enablement and system improvements that support sales effectiveness, compliance and agent self-service adoption.

Key Responsibilities

• Prepare, automate, and deliver weekly, monthly, and ad hoc Agency performance reports and dashboards.
• Develop and maintain Power BI dashboards integrated with PAS to provide real-time sales performance and persistency insights.
• Prepare and submit accurate and timely regulatory and compliance reports, IRA and AKI requirements - including agent registry updates.
• Lead User Acceptance Testing and requirements validation for Agency Operations system enhancements and digital sales tools.
• Work with ICT to enhance digital platforms, including the Intermediary Portal, Green Forms to improve agent and intermediary self-service.
• Support agents and intermediaries on reporting, commissions, benefits, and use of digital platforms.
• Perform commission reconciliation, identify anomalies, and support timely resolution of commission related issues.
• Support continuous improvement through automation, data quality management, and process optimisation within Agency Operations.

Qualifications

• Bachelor’s Degree in a business-related field.
• Professional insurance qualification such as LOMA or IIK certificate.
• Certification in Power BI, Data Analytics, Agile, or Business Analysis (added advantage).

Experience

• At least 2 years’ experience in insurance, preferably within Agency Operations, Policy administration or Sales Support.