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.
As part of our marketing, distribution & partnership team, you'll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels.
About the Role
Accountable for the overall operations of Agency for delivering proactive, timely, effective, accurate and quality supports to agency and internal departments, and to lead/contribute in strategic projects so as to contribute to the achievement of business targets.
Roles and Responsibilities:
BAU Operations and Support (70%)
- Agency Operations (50%)
- Manage daily operations of the team, ensuring efficiency and accuracy according to pre-defined timelines.
- Provide timely, accurate and quality administrative support to agency, including agency administrative staff S-code creation and maintenance, visa renewal reference letters, AIG Protector Enrollment & Renewal, MDRT registration, and agency communication.
- Assist in appeal management for agent benefits, conventions & contests; recommend appeal decisions for management endorsement and prepare related statistics for management review.
- Handle agent-related complaints and regulators' correspondence, and liaise with Agency Business Development Teams and related departments on agency compliance-related tasks.
- Provide timely, accurate and quality agency non-onboarding registration and maintenance support, including license renewal, reference checking, agents' termination & deregistration, leaders' promotion & demotion, policy assignment, and last payment & Pfund withdrawal requests.
- Initiate process simplification & improvement.
- Perform annual tasks such as data deletion, annual recertification, agent termination system enhancement, and reminder automation.
- Management Support (20%)
- Handle LUSEB Exco Meeting and LUSEB ABDD meetings.
- Ensure agency enquiry mailbox is responded to timely and effectively.
- Provide timely operations with accuracy and efficiency on agency leader challenges/appointment, external awards application, external/agency sponsorship, Agency Share Purchase Plan, Agency Enhancement Program, DD Growth Bonus, etc.
- Oversee appeal management for agent appointment/external awards, recommend appeal decisions for management endorsement and prepare related statistics for management review.
- Handle LaiSee sponsorship to ensure proper approval is sought and overall expense is within annual budget.
- Perform annual review exercise for agency manuals to ensure all relevant departments provide timely updates and communication with agency.
Agency Admin Transformation (20%)
- Actively take part in departmental transformation projects, review and provide recommendations to streamline and eliminate non-value-added workflows/procedures to improve efficiency and accuracy.
- Participate in company/agency events/special task force/projects/committees as assigned with regards to agency business development's initiatives and business/agents' activities.
Staff Management (10%)
- If applicable, supervise subordinates' job performance, provide guidance, coaching & training to them; skill transfer to uplift their skills and knowledge so as to equip them to get prepared to move up to a more senior level.
Minimum Job Requirements:
- Education & Experience
- University graduate in any discipline.
- Minimum 5 years working experience in financial industries, preferably in insurance field with relevant experience in agency administration or sales support.
- Specific Skills
- Highly motivated with high degree of flexibility, adaptability and attentive to details.
- Think and act strategically and possess strong planning, organizing, problem-solving, influencing and communication skills.
- A good team player, enthusiastic and pursue excellence.
- Proficient in MS Office with good command of both spoken and written English and Chinese.