Client Development Support

6 months ago

Sydney, Australia AIA Full time

Responsible for providing operational support to distribution channel(s) to ensure smooth execution of the sales processes

Be the difference

At AIA we don’t simply believe in being ‘the best’. We believe in better - because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The opportunity:
We have an opportunity available for a Client Development Support to work as part of our Retail Distribution team in Melbourne. Within this position you will provide sales and service support to the Client Development team and aligned Financial Advisers by providing a superior level of sales and administrative support. You will take ownership of all enquiries and ensure that they are actioned in a professional and efficient manner and in accordance with our business operating protocols.

To be successful within this role you will:

- Provide an exceptional level of service to our top tier Advisers as per our segmentation model and by being the point of contact of any enquiries that they may have
- Manage administration issues received from Advisers and Client Development Managers (CDMs) through to resolution and communicate back to Advisers and CDMs accordingly
- Maintain and uphold service standards on CDS phone queue
- Attend and contribute to regular CDS meetings and link up to discuss various issues and initiatives to assist with state functionality, productivity and efficiency
- Proactively follow up cases in suspense to increase completions
- Active review and follow up of cases as part of our retention case management process
- Training and development work with Advisers and their staff i.e. Adviser website, eApp & self service
- Assist in the coordination and distribution of marketing, sales and campaign materials to advisers
- Forward customer requests (ensure completion and follow up) to relevant department and follow up where appropriate
- Assist in the coordination of internal and external adviser events i.e. Adviser functions & PD days
- Previous experience working within a similar role, or within insurance or financial services will be highly regarded
- Completion of RG146 qualification would be advantageous to this position
- Exceptional client service skills
- Strong attention to detail
- High level verbal and written communication skills
- Proven organisational skills and the ability to manage multiple priorities

Why choose AIA:
At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.
- Access our training and development to build on your current skills
- Career development through internal mobility opportunities
- Work for a business helping millions of Australians and make a difference to someone’s life everyday
- Access additional leave days a year to recharge and refresh yourself
- Enjoy wonderful Health and Wellbeing initiatives that support you
- Work with supportive and inclusive managers
- Flexible working arrangement

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. Through life and health insurance, financial wellbeing and our total wellbeing ecosystem that includes AIA Vitality - the world’s leading science-backed wellbeing program - we’ve started a movement to make Australia the healthiest, best protected nation in the world. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets in Asia-Pacific - it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. Lots of companies like to say they’re different. What makes us truly different at AIA, is the difference we make in people’s lives.

AIA is different. Are you?

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