EB Package Servicing & Control, Specialist
at AIA Company (Trustee) LimitedCE AAO197
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Job description
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.
Sound like you? Then read on.
About the Role
Customer Centricity - This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.
Lead and manage team(s) under EB insurance (Package) to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards
Responsibilities
Provide satisfactory customer service and administration services to the assigned portfolio
Oversee, customer services and daily operations for the assigned portfolio/distribution channel
Conduct client visits, presentations and members’ briefings and handle clients’ enquires and complaints
Review all form of clients communication materials including but not limiting to letters, reports, statements and presentation materials
Client Retention and Service-to-sales
Monitor client retention and service-to-sales activities such as operation support on up-selling retail products/promoting our client retention programs etc
Ensure achievement of client retention and service-to-sales targets
Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
Administrative Procedures Review
Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within service timeline.
Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members
On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and /or preventive measures
Work as a change agent and take the initiative to introduce or facilitate changes in policies and procedures
People Management
Assist team members (both onshore and offshore teams) in prioritizing tasks and provide clear direction to team members when they meet problems
Provide support to superior in coaching and supervising staff towards client-focused and seeks continuous improvement
Manage and motivate staff to enhance competencies and performance
Coach and mentor team members for staff development
Other responsibilities
Coordinate and monitor the team’s initiatives/activities
Act as a module owner to lead projects
Perform any other duties and projects as assigned
Job Requirements:
University graduate is preferred with minimum 6 – 7 years customer services/operations experience of which 1 – 2 years in supervisory positions
Good knowledge on group insurance operation flow and group insurance products
Self-motivated and customer orientated
Good communication and interpersonal skills
Outgoing personality with good presentation skills
Good time management and organization skills
Good staff coaching and supervisory skills
Good PC skills
Proficient in both spoken and written Chinese and English
Others
Required to obtain relevant licenses if your job involves in regulated activities
Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
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AIA Company (Trustee) LimitedCE AAO19714 licensed staffLicence types 13
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