CS Strategy & Portfolio Management, Specialist

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

Responsible for conveying front-office commercial intent as clear, executable instructions to the back office, ensuring operational accuracy and efficiency, risk control, and effective coordination across teams

Responsibilities:

• Prepare and support employee benefits checklist preparation for Account Executives by translating the sales offers into accurate, complete operational inputs on checklists
• Support the ongoing review of the end-to-end employee benefits checklist process with key stakeholders by providing operational feedback, documenting user requirements and change requests for IT on workflow enhancements.
• Review supplementary documents to identify gaps, discrepancies, and missing information and follow up with Intermediaries/Account Executives/ Underwriters/Middle Office
• Coordinate with cross-functional teams, e.g. Account Executives, Underwriters, Middle Office, Corporate Client Services, etc. to clarify requirements and resolve issues to eliminate ambiguity and inconsistencies
• Maintain and update a sign-off governance framework with log, including maintaining appropriate approval records of each checklist from all required parties (e.g. Underwriters & Account Executives)
• Act as a key go-to-person to address enquiries related to the checklists
• Liaise with Account Executives and the Middle Office to keep the benefit version of the proposal current, accurately reflecting all agreed commercial and operational changes
• Ensure the checklist is kept current in the administration system with a detailed change log
• Inform and align the key changes on checklists to the impacted stakeholders in a timely manner
• Support pre-checklist activities e.g. AML pre-screening
• Support the Middle Office team for BAU operations, particularly during peak seasons and when necessary
• Participate in ad-hoc projects and other duties as assigned to support Middle Office objectives.

Requirements:

• Bachelor's degree with over 5 years of relevant experience in Corporate Solutions/Employee Benefits/Operations, or related field
• Prior experience in Middle Office or Sales Support roles in insurance or financial services industry preferred
• Prior experience as a people manager in Insurance Operations or Middle Office preferred
• Operational mindset: Able to translate front-end sales languages into executable operational instructions; Proactively anticipate and address potential blockers to operations caused by incorrect or missing input
• Sales familiarity: Understand the Employee Benefits products, sales offers and requirements
• Stakeholder management: Coordinate cross-functionally, resolve conflicts, and follow up proactively with key stakeholders
• Detail orientation: Quickly identify gaps, discrepancies, and inconsistencies of input across different sources
• Problem-solving ability: Proactively address challenges and propose solutions
• Strong communication skills: Able to articulate issues clearly and collaborate across teams
• Quality-driven: Commit to delivering accurate, complete, and high-quality outputs
• Time management:Handle multiple priorities and meet deadlines in a fast-paced environment

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.