Credit Life Sales, Analyst
AIA Malaysia
Date: 4 hours ago
City: Kuching
Contract type: Full time
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 as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About The Role
The position is responsible for helping develop and drive their region’s credit life business with bank partners by providing sales, servicing support, coaching, training of SME and Branch Credit Staff.
Roles & Responsibilities
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.
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 as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About The Role
The position is responsible for helping develop and drive their region’s credit life business with bank partners by providing sales, servicing support, coaching, training of SME and Branch Credit Staff.
Roles & Responsibilities
- Sales
- To achieve the credit life ANP, take up rate and case size target by working with the closely with RMs, SMEs, Branch Managers, Business Manager and Branch Credit Staff by ensuring attachment of Credit Life products for all loans eligible and coverage amount equalling to the loan amount
- To have continuous close engagement with the Regional Manager, SMEs, Branch Managers, Business Managers and Branch Credit Staff to help monitor 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 their performance of the Credit Life business lines
- Based on the reports and engagement with the Regional Manager, Branch Managers and Business Managers and their RH to work out an action plan and execute the plan to help the Branches and Region achieve the 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
- To build and maintain strong relationship with the Regional Manager, Branch Managers, Business Managers, SMEs and Branch Credit Staff to ensure they avail their assistance and support to achieve Region’s Credit Life business line targets
- Sales Support
- To monitor closely all deferment cases (non-medical and medical) for all the branches under the region and ensure it is cleared within the TAT set
- To continuously engage the SMEs and Branch Credit Staff to update and seek assistance on cases requiring their assistance
- To monitor closely all medical cases and continuously engage and liaise with the medical providers to clear the pending cases
- To work with the New Business team on pending underwriting cases and urgent underwriting cases to ensure cases are accepted in timely manner
- To monitor closely all application form pending and incomplete cases and ensure is cleared with the TAT set. To continuously engage the SMEs and Credit Staff to clear these cases. Mostly importantly educate and reinforce the incomplete issues does not keep reoccurring for the particular SMEs for the Branch
- To provide periodic reports to branches on the pending forms, non-medical and medical pending cases and incomplete cases with the assistance of the operations team
- 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 monitor closely all pending claims cases and continuously engage and liaise with claims team to clear the claims cases. To assist the claims team by liaising with the branches on the follow 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 Banca to clear Standard Operating Policies that requires enhancement 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 branch’s matters relating to the credit life business lines
- Education - Degree holder in any discipline and/or non-degree holders with strong related working experience
- Experience - Preferably 2-3 years’ relevant experience. Added advantage for those working in banking and/or insurance industry
- Certifications/Licensing – PCE
- Skills – Good interpersonal and relationship management skills.
- Communication Requirements - Good verbal, written and presentation skills in English. Ability to converse in Mandarin will be an added advantage.
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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