Job ref no.: CT3118290-01#1860

Business Relationship Associate


Position Objective:

Capability of case management from application submission to policy delivery effectiveness, timeliness and accuracy in administrative works between operation units and underwriters.

Job Responsibilities:

  • Deliver pre-screening of application document, policy contract checking and ordering, input EUS for new business, PEP checking, online checking, prepare medical report, administration charges follow up, cases referral to medical doctor as within our agreed turnaround time
  • Make sure all documents submitted should follow to AIA mandatory, guideline and routine requirement before passing to underwriter, all policy contracts passed to PD and Agency Channel are met excellent quality and standard
  • Communicate promptly and effectively with underwriters and operation units to facilitate new case submission to policy delivery
  • Handle phone enquiries from sales channels and operation units
  • Handle emails and do pre-screening of all emails of CMT
  • Prepare daily report and update operational guideline

Job Requirements:

  • University/College graduate plus 2 years working experience in life insurance industry
  • Good team player with excellent communication and presentation skills
  • High sense of job ownership, able to work proactively and independently
  • Possession of IIQE License is preferred
  • Proficient in MS applications, good written and verbal communicaion skills in English, Cantonese and Putonghua

We offer an attractive remuneration package to the successful candidate. Please submit your application by clicking Apply Now for our processing.

All personal information provided by applicant will be treated in strict confidence and used solely for recruitment purposes. The personal information will be used strictly in accordance with AIA’s personal data policies, a copy of which will be provided upon request. It is possible that information about the applicant or the applicant’s application will be shared with AIA and its related companies. AIA will retain all applications for a period of up to 24 months after which the documents will be destroyed.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3118290-01#1860
  • N/A
Job Function
Employment Term
  • Full-time
  • 2 years
Career Level
  • Entry level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree