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Analyst, Finance & Credit Life

icon building Company : Aia Group
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Job Description - Analyst, Finance & Credit Life

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

This role is to contribute effectively to the Finance & Credit Life team by managing the end-to-end administration of Credit Life policies, including policy and system setup, member data maintenance, billing and payment processing, and customer communications - ensuring operational accuracy, compliance, and service excellence.

WHAT YOU’LL BE DOING

  • Administer new and existing policies, including enrolments, renewals, and terminations.
  • Maintain accurate member records and system databases, including changes to personal details and payment information.
  • Configure policy setups with plan details, benefits, premiums, and individual billing.
  • Activate system notifications for new policies and members.
  • Prepare and distribute policy documents such as product summaries, certificates of insurance, and annual statements.
  • Conduct User Acceptance Testing (UAT) for new policies and system enhancements.
  • Process payments for new and existing members, including online transactions, GIRO setups, and recurring payment configurations.
  • Liaise with banks, brokers, and customers on payment and policy-related matters.
  • Respond promptly to enquiries via phone, email, and shared mailboxes.
  • Collaborate with cross-functional teams to ensure operational efficiency.
  • Prepare and submit Monthly Business Reports (MBR) and Daily Business Reports (DBR).
  • Manage premium collections and reconcile payment receipts accurately.
  • Upload and manage policy documents in the imaging system.
  • Ensure data integrity and compliance with standard operating procedures.
  • Handle member feedback and resolve issues professionally across all communication channels.
  • Provide administrative support and manage operational tasks, including billing arrangements.
  • Support ad-hoc duties related to policy administration.
  • Lead the development and management of tailored Term Life plans for Affinity group members to drive revenue growth and enhance customer experience in alignment with strategic goals.

WHAT WE ARE LOOKING FOR

  • Possess a recognized university degree.
  • Possess insurance knowledge is an advantage.
  • Possess knowledge in MS Office (Excel, Words, and PowerPoint).
  • Meticulous, detail-oriented, and good time management skills.
  • Good interpersonal, communication and organizational skills.
  • Willingness to work and learn in a fast-paced environment.
  • Good team player and ability to work independently.
  • Minimum 2 years relevant experience in insurance industry and in similar capacity

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.

Original job Analyst, Finance & Credit Life posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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