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Middle Office Specialist

1 hour ago

Makati PHAIA Philippines AIA Group 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 mainly responsible for ensuring that SSM Business Center Specialist is able to work with all stakeholders and effectively provide support to sales channels in handling new business and all after-sales transactions. Business Center also works with other departments that will help improve sales production and operational efficiency.
  • Provides immediate support to sales for new business applications such as NB screening to ensure all requirements are complete, working with all stakeholders for the submission of requirements and making sure that all endorsements for prioritization during month-end cut off will be processed and issued
  • Provides necessary support to sales for aftersales transactions such as assessment of requirements in accordance with process and guidelines and endorsement to the concerned units. Communicates clearly with sales the pending requirements to complete processing of the transaction.
  • Work with other business units to ensure resolution of escalated cases raised by sales.
  • Cascade to sales team, Operations and other sales support related communications that will help them execute their BAU and ensure their compliance with the agreed requirements and handling.
  • Prepare and conduct a presentation to their assigned division during general assembly to cascade important updates, reports, and other items.
  • Develop the required reports and cascade them to sales to help them improve their sales productivity and persistency.
  • Helps the business center manager in developing and implementing policies and procedures to support and improve sales support processes.
  • Works with other stakeholders in other business requirements such as documenting a process, establishing the system requirements, initiating projects when necessary and others.
  • Creates quick guides and FAQs for sales reference in their day-to-day transactions. Ensure that all tasks are handled in accordance with company policy and procedures.
  • Performs other task/s as needed.

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.