Account Manager

AIA Shared Services; Singapore; On-site; SGD 65,000 - 90,000; Full time

Job summary

AIA Shared Services is seeking a results-driven sales and marketing professional to manage renewal growth and build strong relationships with Financial Services Consultants and Agency Leaders in Singapore.

Key responsibilities include proposing renewal terms, supporting corporate client engagements, and driving cross-sales while maintaining accurate renewal data and meeting CPD requirements. Strong communication and negotiation skills are essential to succeed in this role.

Qualifications

• Tertiary degree or diploma or equivalent.
• CMFAS M5, M9, HI, BCP, PGI and ComGI certifications are advantageous.
• 3–5 years in sales/marketing in Employee Benefits or Group Insurance.
• Strong knowledge of Life and Health insurance products.
• Proficient in MS Office, especially Excel and PowerPoint.

Responsibilities

• Achieve renewal growth targets and KPIs for the Agency Channel.
• Maintain strong relationships with AIA FSCs and Agency Leaders to grow accounts.
• Encourage cross-sell to corporate clients for individual policies.
• Provide timely renewal terms or proposals for new lines of cover.

Skills

CMFAS M5

CMFAS M9

HI

BCP

PGI

ComGI

Excel

PowerPoint

Education

Tertiary degree or diploma

Job description

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

• Ability to achieve the renewal growth targets set for the Agency Channel and other key performance indicators as prescribed by the company;
• To establish and maintain a strong business relationship with AIA Financial Services Consultants (FSCs) and their Agency Leaders to conserve and grow existing accounts for corporate insurance;
• Encourage agents to tap into their corporate clients to explore individual policies on top of their company insurance;
• Pro-actively sets appointments and personally meets with the Agency Leaders/FSCS during their monthly agency meetings;
• 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 to FSCs for 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 FSCs, as well as able to support and jointly conduct Employee Communication Sessions to the employees of existing corporate customers with the FSC;
• Conduct and 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;
• Attend corporate events, which may be scheduled outside normal office hours

Job Requirements

• Tertiary degree or diploma or equivalent industry qualifications;
• Candidates with CMFAS M5, M9, HI, BCP, PGI and ComGI certification will have an advantage Minimum 3-5 years working experience in sales and marketing in the Employee Benefits / Group Insurance;
• Strong knowledge of Life and Health insurance products;
• Proficient in Microsoft Office Software, especially in Excel and Powerpoint;
• Highly organized and with excellent attention to detail. Able to work confidently in challenging situations. Proactive, independent and able to work with minimum supervision. Able to manage multiple tasks simultaneously under deadlines and pressure. Able to anticipate potential problems and offer solution. A great communicator - via email, by phone and in-person. An excellent negotiator, and is resourceful and relentless in trying to get to a solution. Professional in appearance and demeanour, comfortable dealing with internal and external stakeholders across the enterprise Meticulous, service oriented and team player. Possess good written and oral communications skills

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

“Better” starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward. Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like.