CS Strategy & Portfolio Management, Principal

Insurance • Full Time • Hong Kong, Hong Kong, HK • 3d ago

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

Lead the conveyance of 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:

Lead and support employee benefits checklist preparation for Account Executives by translating the sales offers into accurate, complete operational inputs on checklists
Continuously review the end-to-end employee benefits checklist process with key stakeholders, driving enhancements on workflow, including defining user requirements and change requests for IT.
Lead and review supplementary documents to identify gaps, discrepancies, and missing information and follow up with Intermediaries/Account Executives/ Underwriters/Middle Office
Lead and 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
Establish and oversee 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 the primary and key go-to-person to address enquiries related to the checklists
Oversee coordination 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
Lead and oversee the work allocation among the team and provide guidance and support to junior team members
Lead and support pre-checklist activities e.g. AML pre-screening
Support the Middle Office team for BAU operations, particularly during peak seasons and when necessary
Support external client communications with Account Executives to clarify and align offer requirements, ensuring accurate input for the checklist completion.
Manage and influence internal and external stakeholders to align on operational requirements, timelines, and deliverables.
Identify solutions and gather requirements to address operational or system limitations and drive changes needed to enable policy configuration with relevant parties.
Lead the ad-hoc projects and other duties as required to support Middle Office objectives.

Requirements:

Bachelor’s degree with over 8 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.

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