Client Relationship Manager

Create connections that move people and business forward.

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