CS Strategy & Portfolio Management, Specialist

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 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.Sound like you? Then read on.About The RoleResponsible for conveying front-office commercial intent as clear, executable instructions to the back office, ensuring operational accuracy and efficiency, risk control, and effective coordination across teamsResponsibilitiesPrepare and support employee benefits checklist preparation for Account Executives by translating the sales offers into accurate, complete operational inputs on checklistsSupport the ongoing review of the end-to-end employee benefits checklist process with key stakeholders by providing operational feedback, documenting user requirements and change requests for IT on workflow enhancements.Review supplementary documents to identify gaps, discrepancies, and missing information and follow up with Intermediaries/Account Executives/ Underwriters/Middle OfficeCoordinate 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 inconsistenciesMaintain and update 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 a key go-to-person to address enquiries related to the checklistsLiaise with Account Executives and the Middle Office to keep the benefit version of the proposal current, accurately reflecting all agreed commercial and operational changesEnsure the checklist is kept current in the administration system with a detailed change logInform and align the key changes on checklists to the impacted stakeholders in a timely mannerSupport pre-checklist activities e.g. AML pre-screeningSupport the Middle Office team for BAU operations, particularly during peak seasons and when necessaryParticipate in ad-hoc projects and other duties as assigned to support Middle Office objectives.RequirementsBachelor’s degree with over 5 years of relevant experience in Corporate Solutions/Employee Benefits/Operations, or related fieldPrior experience in Middle Office or Sales Support roles in insurance or financial services industry preferredPrior experience as a people manager in Insurance Operations or Middle Office preferredOperational 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 inputSales familiarity: Understand the Employee Benefits products, sales offers and requirementsStakeholder management: Coordinate cross-functionally, resolve conflicts, and follow up proactively with key stakeholdersDetail orientation: Quickly identify gaps, discrepancies, and inconsistencies of input across different sourcesProblem-solving ability: Proactively address challenges and propose solutionsStrong communication skills: Able to articulate issues clearly and collaborate across teamsQuality-driven: Commit to delivering accurate, complete, and high-quality outputsTime management: Handle multiple priorities and meet deadlines in a fast-paced environmentOthersYou are required to obtain relevant license if your job involves in regulated activitiesBuild 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.