At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. So if you believe in inspiring a better future, read on. About the Role
To help develop and drive their region's credit life business with the bank partners by providing sales, servicing support, coaching, training of SME and Branch Credit Staff. Sales: To achieve the Credit Life ANP, take up rate and case size target by working closely with the Regional Managers, Subject Matter Experts (SMEs), Branch Managers, Business Manager, and Branch Credit Staff by ensuring attachment of Credit Life products for all loans eligible and coverage amount equaling to the loan amount; to help supervise the progress of the Region's and the Branches performance on the ANP, take-up rate and case size. To provide periodic reports to the Regional Manager, Branch Managers and Business Managers to monitor performance of the Credit Life business; produce action plans and execution to support the Branches and Region achieve its Credit Life ANP, take-up rate and case size target. To ensure regular scheduled Regional and branch visitation for engagement with SMEs and Branch Managers, Business Managers and Branch Credit Staff. Sales Support: To supervise all deferment cases (non-medical and medical) for all the branches under the region and ensure it is cleared within the agreed timeline. To work with the New Business team on pending underwriting cases and urgent underwriting cases to ensure cases are accepted in timely manner. To periodic reports and monitor all application forms pending and incomplete cases and ensure is cleared with the agreed timeline. To continuously engage the SMEs and Credit Staff to clear these cases; educate and reinforce the incomplete issues does not reoccur for the same branch. To flag out to the SMEs and Branches who are high on the incomplete list so that we can seek the assistance of Regional Manager, Branch Manager and Business Manager help on this matter. To supervise all pending claims cases and continuously engage and liaise with claims team to clear the claims cases by following up on the pending claims documents. To assist the branches on surrender cases by liaising with the policy servicing team. To work closely with the customer onboarding team on the pending application, documents and incomplete forms are cleared timely and work on the action plan to minimize the above issues from the branches. To highlight the issues requiring the intervention of the Sales Support Head from Bancassurance to clear Standard Operating Policies that requires improvement and flexibility to smoothen the efficiency of the new business and policy servicing matters relating the Credit Life business products. To continuously update the branches on changes on Standard Operating Procedures, work processes, changes in forms and documentation to ensure the smooth working relationship between the branches matters relating to the credit life business. Job Requirements: You ideally have a tertiary qualification with at least 2-3 years of related working experience. Added advantage if you have worked in banking and insurance industry. Certifications/ licensing in PCE is optional. You must have good communication and presentation skills with strong interpersonal and relationship management skills.
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