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 assist the Supervisor to manage the overall operations of the Management Support/Agency Operations Team so as to provide efficient and quality support to agency, Agency Business Development Department, management & internal departments.
Routine Operations (60%)
Management Support Team
- Lead the team to ensure smooth and timely operations with accuracy and efficiency on agency leader challenges/appointment, external awards application, external/agency sponsorship, Agency Share Purchase Plan, Agency Enhancement Program, DD Growth Bonus etc.
- Analyze the trend of the above program to provide insight for further improvement on program efficiency and operation efficiency to management
- Oversee appeal management for agent appointment/external awards, recommend appeal decision for management endorsement as well as to prepare & review related statistics for management review
- Monitor the operation of Agency sponsorship to ensure proper approval is sought and overall expenses is within annual budget
- Support DD meeting in control of the communication materials to ensure management direction has been communicated in an efficient and professional manner
- In charge of the annual review exercise for agency manuals to liaise with all relevant departments to ensure timely update and communication with agency
- Ensure agency enquiries via email to the agency enquiry mailbox are responded timely
- Deal with business partners to support agency communication and smooth operation
Agency Operations Team
- Lead the team to provide timely, accurate and quality administrative support to agency, including but not limited to agency administrative staff code maintenance, AIG Protector Enrollment, MDRT registration etc. as assigned by management.
- Lead the team to take up appeal management for agent benefits, conventions & contests; recommend appeal decision for management endorsement as well as to prepare & review related statistics for management review
- Oversee the handling of agent’s related complaints as well as HKFI/ 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
- Supervise the team to provide office administration support to the department
For both Management Support Team and Agency Operations Team
- Participate in company/agency events/ special task force/projects/committees as assigned with regards to agency business development’s initiatives and business/agents activities, etc.
- Manage and coordinate the projects assigned by immediate manager
- Perform job rotation when and as required
- Perform other responsibilities and duties as assigned by immediate manager in order to meet business requirements
Agency Admin Transformation (20%)
- Actively take part in departmental transformation project, review and provide recommendations to streamline and eliminate non-value added workflows/ procedures to improve efficiency and accuracy as well as assist to establish documented workflows/procedures
Staff Management (20%)
- Manage and supervise subordinates’ job performance, provide guidance, coaching & training to them; skill transfer to uplift their skills and to groom them to ensure business continuity
Others:
- You are required to obtain relevant license if your job involves in regulated activities
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
Education & Experience
- University graduated in any discipline
- Minimum 8 years working experience in insurance industry, preferably in areas of agency administration and/ or sales support, with at least 2 years’ relevant experience in managerial position
- Previous exposure in project management or other functions in an insurance company is definitely an asset.
Specific Skills
- Proficient in MS Office
- Highly motivated with high degree of flexibility and adaptability
- Good analytical, time management skills and attentive to details
- Good problem solving, organizing, time management as well as interpersonal and communication skills
- A good team player, enthusiastic and pursue for excellence
- Good command of both spoken and written English and Chinese
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.