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Agency Operations, Senior Analyst / Specialist

Support agency business development through administrative and operational tasks
Hong Kong
Senior
1 week ago
Aia

Aia

A leading insurance and financial services provider in the Asia-Pacific region, offering life insurance, pensions, and asset management.

Administrative Support Role

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 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. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. So if you believe in inspiring a better future, read on.

About the Role

To provide efficient and quality administrative support to agency, Agency Business Development Department, management & internal departments

Roles and Responsibilities

Routine Operations

  • Coordinate and prepare management and business review reports periodically
  • Perform agents' benefits appeals (e.g., FYC adjustment, extra 10%, Year-End appeal, etc.), including investigation with recommendations for management review and approval
  • Address inquiries from agencies received via email, written communication, and internal sources
  • Arrange meetings for GABDD and coordinate with internal departments on the required logistics
  • Handle agent's related complaints as well as IA/ MPFA correspondence, etc. and liaise with Agency Business Development Teams and related departments on agency compliance related tasks/case investigation and to maintain case record and report
  • Participate in company agency events and special task force projects as assigned, related to agency business development initiatives and business/agency-related events
  • Perform job rotation when and as required
  • Perform other responsibilities and duties assigned by the immediate manager in order to meet business requirements

Departmental Transformation

  • You are required to obtain relevant license if your job involves in regulated activities
  • Actively take part in departmental transformation project, review and provide recommendations to streamline and eliminate non-value-added workflows/ procedures as well as assist to establish documented workflows/procedures

Requirements

  • Diploma or above graduated in any discipline
  • Minimum 5 years working experience (3 years working experience for university graduates) in financial industries preferably in insurance field with at least 2 years' relevant experience in agency administration and/or sales support

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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Agency Operations, Senior Analyst / Specialist
Hong Kong
Operations
About Aia
A leading insurance and financial services provider in the Asia-Pacific region, offering life insurance, pensions, and asset management.