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 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.
Main Responsibilities:
- Conduct preliminary interviews or meetings with agents to help them understand their High Net Worth (HNW) customers health and financial circumstances and provide preliminary advise on underwriting requirements.
- Assess and evaluate individual clients health and financial circumstances and using the information to research and develop potential solutions for underwriting requirements.
- Act as primary liaison between underwriters and agents to provide premier level services and facilitate/ coordinate the end-to-end new business and underwriting process for complicated/ high-value cases/ prestige medical cases.
- Review applications for accuracy/missing information and identify any medical concerns upon review of their medical records.
- Work closely with agents to gather the necessary medical and financial information to validate customer's insurability and amount of insurance.
- Schedule medical examinations, order attending physician's statements and inspection reports, and communicate with medical service providers to ensure reports are delivered promptly.
- Negotiate and follow-up with underwriters to obtain best possible underwriting.
- Follow-up with agents on any pending requirements and provide regular updates on their customer's application status.
- Close monitoring and tracking of pending cases and develop reports/dashboards providing weekly updates to management.
- Work closely with agents on onboarding processes, including policy document delivery, enrolment to AIA+ application and introduction to AIA Vitality program.
Minimum Job Requirements
- Preferably with at least 8 years working experience in related fields and industry at management level, familiar with New Business, underwriting process.
- Customer Service oriented, positive attitude and good interpersonal skills
- Communication: Both spoken and written English and Bahasa Malaysia
- With self-initiative, ability in critical thinking, resourceful, able to work independently, and willingness to learn.
- Able to generate new insights, conceptualize and implement to achieve results. This includes the ability to think creatively with proven critical thinking capability.
