FIND YOUR 'BETTER' AT AIA We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you. About the Role Lead the conveyance of front-office commercial intent as clear, executable instructions to the back office, ensuring operational accuracy and efficiency, risk control, and effective coordination across teams
Responsibilities: - Lead and support employee benefits checklist preparation for Account Executives by translating the sales offers into accurate, complete operational inputs on checklists
- Continuously review the end-to-end employee benefits checklist process with key stakeholders, driving enhancements on workflow, including defining user requirements and change requests for IT.
- Lead and review supplementary documents to identify gaps, discrepancies, and missing information and follow up with Intermediaries/Account Executives/ Underwriters/Middle Office
- Lead and coordinate with cross-functional teams, e.g. Account Executives, Underwriters, Middle Office, Corporate Client Services, etc. to clarify requirements and resolve issues to eliminate ambiguity and inconsistencies
- Establish and oversee a sign-off governance framework with log, including maintaining appropriate approval records of each checklist from all required parties (e.g. Underwriters & Account Executives)
- Act as the primary and key go-to-person to address enquiries related to the checklists
- Oversee coordination with Account Executives and the Middle Office to keep the benefit version of the proposal current, accurately reflecting all agreed commercial and operational changes
- Ensure the checklist is kept current in the administration system with a detailed change log
- Inform and align the key changes on checklists to the impacted stakeholders in a timely manner
- Lead and oversee the work allocation among the team and provide guidance and support to junior team members
- Lead and support pre-checklist activities e.g. AML pre-screening
- Support the Middle Office team for BAU operations, particularly during peak seasons and when necessary
- Support external client communications with Account Executives to clarify and align offer requirements, ensuring accurate input for the checklist completion.
- Manage and influence internal and external stakeholders to align on operational requirements, timelines, and deliverables.
- Identify solutions and gather requirements to address operational or system limitations and drive changes needed to enable policy configuration with relevant parties.
- Lead the ad-hoc projects and other duties as required to support Middle Office objectives.
Requirements: - Bachelor's degree with over 8 years of relevant experience in Corporate Solutions/Employee Benefits/Operations, or related field
- Prior experience in Middle Office or Sales Support roles in insurance or financial services industry preferred
- Prior experience as a people manager in Insurance Operations or Middle Office preferred
- Operational mindset: Able to translate front-end sales languages into executable operational instructions; Proactively anticipate and address potential blockers to operations caused by incorrect or missing input
- Sales familiarity: Understand the Employee Benefits products, sales offers and requirements
- Stakeholder management: Coordinate cross-functionally, resolve conflicts, and follow up proactively with key stakeholders
- Detail orientation: Quickly identify gaps, discrepancies, and inconsistencies of input across different sources
- Problem-solving ability: Proactively address challenges and propose solutions
- Strong communication skills: Able to articulate issues clearly and collaborate across teams
- Quality-driven: Commit to delivering accurate, complete, and high-quality outputs
- Time management: Handle multiple priorities and meet deadlines in a fast-paced environment
Others: - You are required to obtain relevant license if your job involves in regulated activities
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
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