Specialist

Posted 3 Days Ago
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Cerro Plata, Guayabito, Nürum, Ngäbe-Buglé Comarca, PAN
In-Office
Entry level
Insurance • Financial Services
The Role
Conducts quality assurance and due diligence for corporate solutions brokers, including questionnaire reviews, background checks, license verification, annual reviews, broker registration, and license management. Supports process improvement, audit communication, operational meetings, service standards, staff coaching, delegation, and team coordination across departments.
Summary Generated by Built In
Are you ready to shape a better tomorrow?

AIA Digital+ is a Technology, Digital and Analytics innovation hub dedicated to powering AIA to be more efficient, connected and innovative as it fulfils its Purpose to help millions of people across Asia-Pacific live Healthier, Longer, Better Lives.

If you are hungry and driven to play an active role in shaping a better tomorrow, we want to hear from you. Because the work we do at AIA Digital+ makes a difference in the lives of millions of people, every day. We will equip you with the critical skills, tools and technology, and endless opportunities to learn, contribute and thrive in a dynamic and exciting environment.

If you want to shape a brighter future at AIA Digital+, please read on.

About the Role

To conduct thorough due diligence actions on different functions effectively and timely.

Quality Assurance  

  • Assist the development and implementation of quality assurance programs to ensure operations and services are up-to-standard
  • Review various processes, procedure manuals and complaints to identify potential risk exposures and process improvement areas, and recommend changes and enhancement in processes when vital
  • Assist to supervise the implementation of action items
  • Participate in process improvement projects/tasks to improve operation efficiency and effectiveness and provide recommendations to support business goals
  • Liaise with various customers such as internal parties and auditors to maintain effective communication

Corporate Solutions (CS) Broker on-boarding Routine Operations

  • Review the completed due diligence questionnaire from Brokers
  • Background checks e.g. name screening and IA license checking
  • Annual review for existing CS Brokers
  • Register Broker profile and grant License Codes to Brokers in system
  • Suspend / Terminate Broker Licenses
  • Perform other responsibilities and duties periodically assigned by immediate manager in order to meet business requirements.

Operation Management

  • Assist Team Leader to lead an operational team and ensure the agreed service standard are met.
  • Work with other departments or counterparts to improve the cooperation and understanding among teams.
  • Work closely with colleagues from relevant business units or supporting departments to identify business and service improvement opportunities.
  • Coordinate routine operational meeting and maintain sound relationship with customers.
  • Provides consistent feedback and coaching to enhance staff performance.
  • Selects hard-working people who are likely to succeed in the company culture; creates an atmosphere where staff is motivated to learn and grow
  • Provides feedback and coaching and creates assignments to ensure the professional development of staff
  • Appropriately delegate responsibilities and takes to subordinates

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.

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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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