Pension and Sales Administration Officer

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Employer: NN România
Domain:
  • Insurances - Financial Intermediaries
  • Sales
  • Job type: full-time
    Job level: 1 - 5 years of experience
    Location:
  • BUCHAREST
  • Updated at: 30.08.2018
    Remote work: On-site
    Short company description

    NN este prima companie internațională de asigurări de viață care a intrat pe piața locală, în 1997, iar de 14 ani activează și pe segmentul pensiilor private, fiind lider pe piețele de profil. Totodată, NN s-a extins în ultimii ani în România și pe segmentele asigurărilor de sănătate și de locuință. În prezent, NN are aproximativ 500 de angajați și 1.600 de consultanți financiari și manageri în forța de vânzări și susține peste 2,2 milioane de clienți de asigurări și pensii, un sfert din populația activă a României, să protejeze tot ceea ce contează mai mult pentru ei.

    NN România în cifre:
    25 de ani de prezență pe piața locală
    500 de angajați și 1.600 de consultanți financiari și manageri în forța de vânzări
    2,2 milioane de clienți de asigurări și pensii private

    Cote de piață
    34,95% în segmentul asigurărilor de viață
    11,1% în segmentul asigurărilor de sănătate
    55,29% în segmentul pensiilor private facultative (Pilonul III) la nivel de active
    34,31% în segmentul pensiilor private obligatorii (Pilonul II) la nivel de active

    Conform rapoartelor Autorității de Supraveghere Financiară la 30.09.2022.

    Requirements

    Job requirements:

    University degree, Economic background, preferably
    Minimum one year experience in NN (even in Data-entry)
    English skills (speaking and writing)

    Competencies requirements:

    Customer orientation
    Technical abilities (good knowledge on Microsoft Access, Excel)
    Team work
    Attention to detaill
    Learning and investigation capacity
    Written communication abilities

    Responsibilities

    Job responsibilities:

    Process the subscription forms on P2 continuous subscription process and transfer between pension funds in the IT system according to specific P2 bylaws;

    Updates the participants' personal data based on the customers' requests and the procedures in place;
    If the documents received cannot be processed or other documents are needed stays in touch with the marketing agent in order to solve accordantly the participants' request;

    Prepares and checks specific reports performed within the division (eg: daily reports for obtaining the participants' confirmation regarding the signature from the subscription forms received; monthly reports that are sent to ASF and sectorial pension houses in order to validate the continuous subscription forms, the transfers or the participants' personal data changes; prepare specific reports for the sales force);

    Process the contributions received from the National Pension Houses and sectorial pension houses;

    Confirms the sums that have to be transferred between the Fund's accounts on transfer IN, transfer Out and collection process;

    Upload in the IT system the participants received from the Pensions Houses on lottery process;

    Draws up specific letters for participants/agents when is needed;

    Manages the authorization and reauthorization process for P2 marketing agents;

    Plans and organize the training activities for marketing agents;

    Performs all the agents' data changes received from the sales force;

    Performs all the activities related to termination of the agent contract;

    Manage the payment process for marketing agents' commissions;

    Draws up specific letters for the marketing agents according with the marketing agents' request;

    Sends and receives specific reports to the ASF in order to get the agents authorization;

    Changes in the IT system the structure of the sales force based on the Sales Force management request;

    Executes double check activities in order to assure the correctness of the transactions' performed;

    Comes up with recommendations in order to streamline the divisions activities;

    Participates in the company's projects;

    Performs UAT activities.

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