Agency Business Acquisition, Principal

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

Responsible for maintaining Agency Operation of Business Acquisition and System Enhancement.

Roles and Responsibilities:

Policy Reassignment & Monitoring

• Handle special policy reassignment request from senior agency leaders
• Monitor agent follow-up performance. Facilitate and enforce customer reassignment where agents failed to meet min follow-up %
• Process agent termination and settle payment
• Develop & maintain agency lead management portfolio dashboards
• Generate regular reports to track end-to-end lead management effectiveness

Senior Agent Manageme nt

• Oversee Retirement Buddy Program
• Administrate pre & post-retirement process (e.g., application, payment, annual declaration)

Process & System Enhancement

• Define system & process enhancement requirement to optimize end-to-end leads management cycle
• Continuous enhance operation process to ensure business & compliance needs fulfilled

Governance & Stakeholder Engagement

• Address ad-hoc requests & enquiries from IA, Regional Office and internal compliance
• Monitor IA & Regional Office guidelines / standards
• Facilitate IA visit & Agency engagement
• Perform regular management update

Service Standards Establishment

• Set and refine service standards
• Establish standard procedures and guideline (e.g., user manuals, SOPs)

Minimum Job Requirements:

• University graduate plus 5-8 years relevant experience
• Strong administration and problem-solving skills
• Ability to work and cooperate with different parties
• Team player and good communication skills
• Detailed mind and good at time management
• PC skills in Office Operating software (especially in AI Tools, Microsoft Excel and Power-point)
• Proficient in English and Chinese writing

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.

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.