Sr. Manager, Corporate Solutions - Agency Channel VIP Development Expert

Posted 14 Days Ago
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Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Senior level
Insurance • Financial Services
The Role
Lead development and execution of branch-level strategies to grow large and medium group insurance accounts. Coordinate agency/channel sales, operations, underwriting and support teams to acquire, maintain and service key corporate clients. Drive new business, renewals, recovery of lapsed accounts, and deliver training to improve group insurance technical and sales capabilities.
Summary Generated by Built In

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

该岗位负责根据总公司团险发展大中型定制业务的战略规划,制定和实施分公司推进大中型业务高速发展的整体业务举措,并统筹团险前中后台各团队以及Agency,实施重点客户的业务开拓、客户维护和客户服务等,并提供强有力的业务指导和技术支持,确保达成分公司团险大中型业务发展指标。

岗位职责:

  • 负责根据总公司团险发展大中型定制业务的战略规划,制定和实施分公司推进大中型业务高速发展的整体业务规划和业务举措。
  • 负责对分公司营销员渠道团险重点客户(以下简称“重客”)的开拓和维护,统筹营销员团险团队、团险营运、团险核保和营销员共同参与,并进行业务指导和技术支持。
  • 负责对接团险营运、团险核保团队,协调满足重客的服务需求,确保新单和续保业务的顺利落地。
  • 制定和统筹实施重客业务的各项追踪计划,包括但不限于:新单推进、续保推进、失效重客挽回等,并督促、配合营销员和相关团队予以执行,确保计划按时有效完成。
  • 负责分公司团险内勤销售专业技术的培养和提高,包括但不限于制定培训计划、按计划开展对分公司营销员团险、市场、营运服务支持等团队的专业技术培训,编写课件并授课等,从而提升分公司团险定制业务能力。

岗位要求:

  • 本科及以上学历,保险、金融或财经等相关专业背景;
  • 熟悉团险产品和市场情况,熟练掌握团险开拓技巧和流程,具备承保方案设计、竞标材料制作、业务谈判等能力;
  • 原则上需有团险渠道市场规模排名前10位的保险公司,5年及以上团险中介直销、团险销售支持或定价工作经验。个人背景和专业能力优秀者,可放宽条件。
  • 有较强的适应性,学习能力、执行能力强,具有较强的责任心与业务敏锐度,良好的协调组织能力和团队合作精神。
  • 良好的自我修养和职业道德,较强的亲和力和语言表达能力,整洁大方的仪表和自我约束力等。

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 or above in insurance, finance, or related field
  • Familiarity with group insurance products and market; mastery of group business development processes
  • Skills in underwriting plan design, bid document preparation and business negotiation
  • Minimum 5 years' experience in group insurance intermediary/direct sales, group sales support, or pricing (preferably at a top-10 channel insurer)
  • Experience coordinating agency/channel teams and cross-functional groups (operations, underwriting) for key account management
  • Training and coaching capability: develop training plans, create courseware and deliver technical training
  • Strong adaptability, learning ability, execution, responsibility, coordination and teamwork; good communication and professional demeanor
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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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