Corporate Client Service, Consultant at AIA

, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

21 Feb, 26

Salary

0.0

Posted On

24 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Leadership, Problem Solving, Decision Making, Planning, Organizing, Coaching, Mentoring, Communication, Interpersonal Skills, Presentation Skills, Time Management, Project Management, MPF Knowledge, ORSO Knowledge

Industry

Insurance

Description

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 and manage the Customer Service Sub-Teams to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards Responsibilities: Organizational management Develop a long-term plan to strive for the service excellence and develop an effective service discipline Lead and train up a professional service team to deliver a consistent and responsive service to AIA Corporate Clients Provide Customer Service and Administration Services to the assigned portfolio Oversee customer services and daily operations for the assigned portfolio/distribution channel Conduct client visits, presentations and members’ briefings Perform review & sign-off on communication to clients e.g. letters/deeds/reports/statements/presentation materials Client Retention and Service-to-sales Monitor client retention and service-to-sales activities such as up-selling retail products/promoting our client retention programs etc Ensure achievement of client retention and service-to-sales targets Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio Administrative Procedures Review Closely monitor the database/reports/queues/system that are used for measuring the benchmarks and ensure they are properly updated and completed within the regulatory and service timeline Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members and work effectively with Business Support Team to fine-tune and standardize procedures and workflow On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and/or preventive measures Work as a change agent and has the initiative to introduce or facilitate changes in policies and procedures People Management Assist team leaders and members in prioritizing tasks and provide clear direction to team members when they meet problems Manage and motivate staff to enhance competencies and performance Coach and mentor team members for staff development Identify potential staff to build pool of future leaders Other responsibilities Lead and coordinate on projects / assignments Effectively allocate resources among the sub-teams Perform any other duties and projects and prepare management reports as assigned Requirements: University graduate or equivalent with minimum 10 years operations or customer services experience of which 5 years in managerial positions. Comprehensive knowledge on MPF/ORSO retirement schemes. Self-motivated and customer orientated Sound problem solving and decision making skills Planning and organizing skills Strong leadership including staff coaching skills Excellent communication, interpersonal skills and presentation skills Good time/project management skills Proficient in both spoken and written Chinese and English. Good PC knowledge Others: Preferably IIQE (paper 1,2,3 & 4) licensed 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. 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. As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life. Believe in better with AIA. View our AIA LinkedIn page Bring your difference to AIA

Responsibilities

Lead and manage the Customer Service Sub-Teams to meet client retention and service-to-sales targets. Oversee customer services and daily operations for the assigned portfolio while ensuring compliance and customer service standards are met.