Associate, Corporate Client Service

Associate, Corporate Client Service

AIA Group
2-5 years
Not Specified

Job Description

Bring your career aspirations to life with AIA!Meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards
Roles and Responsibilities:
Provide satisfactory customer service and administration services to the assigned group pension and insurance portfolio (60%)

  • Responsible for the overall customer services and daily operations for assigned portfolio/distribution channel

  • Prepare presentation materials and member communication materials and conduct client visits, presentations and members briefings, if required for retention or sales-to-sales purposes

  • Provide one-stop administration service to clients including enrolment, contribution / billing, termination, policy / record maintenance, regulatory filing, issuing of client reports etc and responding to client/intermediary's enquiries and complaints in a timely manner

  • Provide servicing support to assigned distribution channel e.g. brokers/agents/bank alliances on client related issues

Client Retention and Service-to-sales (30%)

  • Perform client retention and service-to-sales activities such as up-selling retail products/promoting our client retention programs etc

Administrative Procedures Review (5%)

  • Assist to review and update administration procedures

Other Responsibilities (5%)

  • Perform any other duties and projects as assigned

Minimum Job Requirements:

  • University graduate is preferred with minimum 2 years customer services/operations experience

  • Good knowledge on MPF/ORSO retirement schemes, group insurance and investment products

  • Self-motivated and customer orientated

  • Detail oriented

  • Must be a team player

  • Good communication and interpersonal skills

  • Outgoing personality with good presentation skills

  • Good time management and organization skills

  • Good staff coaching skills

  • Good PC skills

  • Proficient in both spoken and written Chinese and English

  • Required to obtain relevant license if your job involves in regulated activities

Job Details

Employment Types:


About AIA Group

The roots of today's AIA Group can be traced to 1919 when entrepreneur Cornelius Vander Starr established his first insurance business in Shanghai, China. What followed was pioneering growth, securing AIA's position as the largest independent publicly listed pan-Asian life insurance group-spanning 18 markets and serving the holders of more than 38 million individual policies and more than 16 million group scheme members. AIA is based in Hong Kong and is listed on The Stock Exchange of Hong Kong under the stock code '1299' (ticker symbol: 'AAGIY'). AIA's contributions have supported social and economic progress across Asia, while also advancing the reach and impact of life insurance across the region. In 2020, we paid more than US$16 billion in benefits and claims, providing essential financial protection when it was needed the most. We also take pride in the long-term relationships we have developed with our customers and agents that in many cases have continued for generations. The insurance industry plays an important role in addressing the sustainability challenges our communities face. With this in mind, AIA's ambition is to be a global industry leader in Environmental, Social, Governance (ESG), shaping a sustainable future for the communities we serve and creating long-term value for our stakeholders. For more than a century, AIA has strived to make a significant, positive impact for our customers and communities across Asia. As we look to the future, this commitment is reinforced by our Purpose: to help millions of people live Healthier, Longer, Better Lives. Our Purpose guides the decisions we make and the actions we take as an organisation-empowering and enabling people to understand and manage their health, while meeting their long-term savings and protection needs. Helping create a healthier Asia is one of the most important and valuable things we can do for our communities, today and tomorrow.

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