EB Package Servicing & Control, Specialist
Quick Summary
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,
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.
About the Role
~1 min readLead and manage team(s) under EB insurance (Package) to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards
Responsibilities
~1 min read- →Coordinate and monitor the team’s initiatives/activities
- →Act as a module owner to lead projects
- →Perform any other duties and projects as assigned
- Oversee, customer services and daily operations for the assigned portfolio/distribution channel
- Conduct client visits, presentations and members’ briefings and handle clients’ enquires and complaints
- Review all form of clients communication materials including but not limiting to letters, reports, statements and presentation materials
- Monitor client retention and service-to-sales activities such as operation support on 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
- Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within service timeline.
- Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members
- 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 take the initiative to introduce or facilitate changes in policies and procedures
- Assist team members (both onshore and offshore teams) in prioritizing tasks and provide clear direction to team members when they meet problems
- Provide support to superior in coaching and supervising staff towards client-focused and seeks continuous improvement
- Manage and motivate staff to enhance competencies and performance
- Coach and mentor team members for staff development
Requirements
~1 min read- University graduate is preferred with minimum 6 – 7 years customer services/operations experience of which 1 – 2 years in supervisory positions
- Good knowledge on group insurance operation flow and group insurance products
- Self-motivated and customer orientated
- Good communication and interpersonal skills
- Outgoing personality with good presentation skills
- Good time management and organization skills
- Good staff coaching and supervisory skills
- Good PC skills
- Proficient in both spoken and written Chinese and English
- Required to obtain relevant licenses if your job involves in regulated activities
- 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.
Location & Eligibility
Listing Details
- Posted
- July 17, 2026
- First seen
- July 17, 2026
- Last seen
- July 17, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- July 17, 2026
Signal breakdown
Please let aia know you found this job on Jobera.
3 other jobs at aia
View all →Explore open roles at aia.
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
No spam. Unsubscribe at any time.