Corporate Client Service, Senior Advisor

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,

AIA International Limited. - Hong Kong - Full time

Salary: Competitive

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

Supervise sub-team(s) 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 Customer Service and Administration to the assigned portfolio
  • To ensure operating procedures, practices, reporting and controls comply with regulatory requirement per ORSO, MPF and AMCM
  • To review and handle MPFA enquiries with an aim to provide an efficient and consistent reply to regulator
Client Retention and Service-to-sales
  • To ensure meeting or exceeding the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards
  • Identify areas of improvement and streamline the existing procedures and process to enhance customer experience
Administrative Procedures Review
  • Identify areas of improvement and streamline the existing procedures and workflows (amongst others, the handling of MPF enquiries) focusing on EODB and efficiency to enhance customer experience, and to strengthen control
  • Work closely with Team Leader of ERM & MPFA Enquiry Team, BST, MIS and respective module owners to implement the streamlined initiatives aiming to align with AIAPT's strategic goals and industry development
  • Provide regular progress update to Team Leader of ERM & MPFA Enquiry Team on the streamlined initiatives
People Management
  • Provide support to Team Leader in coaching and supervising junior staff towards client-focused and seeks continuous improvement
  • Assist team members in prioritizing tasks and assist Team Leader in arranging resources within the team including arrangement for account hand-over
Other Responsibilities
  • Act as a module owner to lead projects
  • Perform any other duties and projects as assigned
Job Requirements:
  • University graduate is preferred with minimum 5 years customer services/operations experience
  • Good knowledge on MPF/ORSO retirement schemes, group insurance and investment 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 skills
  • Proficient in both spoken and written Chinese and English
Others:
  • You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 2, and 3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
  • 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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