Client Relationship Manager

Posted 5 Days Ago
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Singapore, SGP
In-Office
Mid level
Insurance • Financial Services
The Role
Manage and grow corporate insurance accounts through brokers and intermediaries. Responsibilities include achieving renewal targets, maintaining client relationships, preparing renewal terms and sales proposals, supporting presentations and employee communication sessions, coordinating policy documentation and billing, collecting premiums, reporting renewal data, and resolving operational matters. The role also involves sales training, professional development, market analysis, and product enhancement initiatives.
Summary Generated by Built In

Create connections that move people and business forward.


At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.


Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.


About the Role


In this role, you will be responsible for maximising the sales of AIA products and services through brokers to meet individual / team quotas and AIA business objectives

Responsibilities:

  • Ability to achieve the renewal growth targets set for the Broking Channel and other key performance indicators as prescribed by the company;
  • To establish and maintain a strong business relationship with assigned intermediaries to service and grow existing accounts for corporate insurance;
  • Pro-actively sets appointments and personally meets with the assigned intermediaries with regular meetings and engagement activities;
  • Have the discipline to provide timely and accurate renewal status information and renewal growth data for the purposes of management reporting and sales forecasting is a must;
  • Provide timely renewal terms or sales proposal for new lines of cover on their existing accounts in accordance to the guidelines on business acceptance, risk management and underwriting profitability;
  • Ensure timely and accurate submission of renewal employee data, including placement documentation for billing, and liaising with internal operation team to resolve servicing and operational matters;
  • Follow up on outstanding policy premium collection promptly to ensure compliance to internal credit control;
  • Ability to pitch and deliver corporate sales presentations jointly with intermediaries, as well as able to support and jointly conduct Employee Communication Sessions to the members of existing corporate customers
  • Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper;
  • Undertake any other projects assigned from time to time such as products/services enhancements and market analysis;
  • This position will be based at the AIA Tower in Robinson Road

Requirements

  • Bachelor’s Degree
  • At least 2-5 years related industry experience
  • Certifications/licenses – HI, M5 and M9
  • Excellent communications and interpersonal skills
  • Strong Customer focus and relationship-building ability
  • Good organizational and project management skills
  • Strong Problem Solving and Stakeholder Management Skills

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.

Skills Required

  • Bachelor's Degree
  • At least 2-5 years of related industry experience
  • HI certification or license
  • M5 certification or license
  • M9 certification or license
  • Excellent communication and interpersonal skills
  • Strong customer focus and relationship-building ability
  • Good organizational and project management skills
  • Strong problem-solving and stakeholder management skills
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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