Line 1B Officer job opportunity at Sun Life Insurance.



DatePosted 10 Days Ago bot
Sun Life Insurance Line 1B Officer
Experience: 5-years
Pattern: full-time
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loacation Jakarta Selatan, Jakarta Raya, Indonesia
loacation Jakarta Selata..........Indonesia

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Job description (heading) /  Description du poste (titre) Line 1B Officer in Agency Distribution is responsible for supporting the distribution channel in identifying, assessing, monitoring, and controlling risks arising from day-to-day agency operations. The role ensures that the Agency channel operates in compliance with internal policies, regulatory requirements, and risk frameworks while maintaining business performance Preferred skills (heading) / Compétences particulières (titre ) Knowledge of Regulation related to life insurance companies Report writing skill (in English) Verbal and Written English Ability to operate Microsoft excel (Including pivot), Powerpoint presentation Presentation skill Strong understanding of agency distribution processes, sales practices, and customer journey. Good knowledge of operational risk, conduct risk, and compliance requirements. Analytical and detail-oriented; able to identify patterns and risk indicators. Good communication skills for interacting with Agency Leaders and field teams. Ability to balance business needs with compliance and risk management. Understanding internal control and concept of 3 lines of defence Qualifications (heading) / Compétences (titre) Bachelor’s degree in Business, Finance, Risk Management, or related field. 2–5 years of experience in distribution risk, sales governance, compliance, or audit (preferably in insurance or financial services). Familiarity with local insurance regulations (POJK, AAJI/AAUI standards) is an advantage Responsibilities (heading) / Responsabilités (titre) A. Risk Identification & Assessment Conduct regular reviews of agency sales practices, documentation, and operational processes to identify potential risks. Perform risk assessments for new agency initiatives, campaigns, and product launches. Support the business in understanding risk exposures (conduct risk, operational risk, mis-selling risk, AML/CFT risk). B. Risk Monitoring & Control Implement and monitor risk controls for agency operations (e.g., sales quality checks, call-back verification, suitability assessments). Track key risk indicators (KRIs) and prepare periodic risk dashboards for management. Follow up on risk issues, audit findings, and incident reports to ensure timely closure. C. Compliance & Regulatory Support Ensure agency activities comply with company policies, POJK/regulatory rules, and distribution standards. Support distribution in understanding and implementing regulatory changes. Conduct thematic reviews on potential non-compliance areas (e.g., mis-selling, incomplete documentation, privacy breach). D. Training & Awareness Provide training to Agency Leaders and agents regarding conduct risk, sales governance, and compliant selling practices. Develop guidance materials, SOP updates, and risk-related communication. E. Incident & Complaint Handling Support the documentation, escalation, and root-cause analysis of incidents or customer complaints related to agency sales. Coordinate with customer service, compliance, and distribution to ensure resolution and preventive measures. F. Governance, Reporting & Documentation Maintain proper documentation for risk assessments, control testing, and review results. Prepare monthly/quarterly governance reports for senior management and risk committees. Participate in governance forums and contribute risk insights for decision making Job Category: Compliance Posting End Date: 20/03/2026

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