Associate, Corporate Client Services
AIA
Hong Kong, HK
5天前

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
  • 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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