MAIN PURPOSE OF JOB:
• Responsible for daily administration & maintenance of SwP “Portfolio Management System” (PMS)
• Provide support for lead/campaign/orphan management
• As back up for sales support functions
• Prepare manual client “Portfolio Review Report” for policy review
Database maintenance & Management reporting
§ Responsible for daily administration & maintenance of SwP “Portfolio Maintenance System” (PMS)
(i) Ensure smooth running of PMS for daily operation
Ø Regular QC on functions of PMS, and escalate any issues to IT/vender in a timely manner until unresolved
Ø As key contact between sales force/IT for any operational issues
Ø As key contact between SwP/vender for any technical issues
Ø To provide routine administration support and troubleshooting for all users, and to issue internal “incident alert” whenever needed until problem fixed
(ii) To perform Account setup and maintenance in PMS
Ø To manage User Account list for SwP and AXA Users
Ø To create access right for new consultants as well as internal staff according to the authority level.
Ø To terminate the access right whenever there is consultant/staff departure.
Ø To change the access right whenever there is any role change for consultant/staff.
Ø To re-set quota for WM/CR reports
(iii) To perform Client Data maintenance in PMS
Ø To create and maintain client record (SCID) in the system.
Ø To perform deduping and create new records for new clients.
Ø To reconcile and merge client records whenever necessary.
Ø To update opt-in and opt-out request by clients.
Ø To update “Don’t re-assign” flag upon request
(iv) To perform Policy Data maintenance in PMS
Ø To perform client mapping and update AXA CR policies in the system in order to have a full client relationship management record.
Ø To update client information for absolute policy assignment cases.
§ Provide support for lead/campaign/orphan management
(i) To handle Client/Lead management and assignment in PMS
Ø To create new records for new clients in the system.
Ø To update new servicing consultants of respective lead in PMS.
Ø To handle pending lead retrieval and re-assignment including those departed consultants.
Ø Re-direct service lead from Client Relationship Team (CRT) to SwP consultants and update system accordingly.
(ii) To handle Campaign/Event management in PMS
Ø To create new campaign/event records in PMS.
Ø To upload client participation list for marketing campaigns and events to the system in order to have a full client management record.
(iii) To handle orphan re-assignment and Orphan Retrieval program
Ø To generate pending orphan records for policy re-assignment.
Ø To update the new servicing consultant to the assigned orphan policy record in the system according to Orphan Management Guideline.
Ø To issue client letter regarding consultant termination as well as policy re-assignment.
Ø To prepare orphan retrieval list in accordance with established criteria, and work with PCRM Team manager to complete orphan re-assignment process in PMS
§ As back up for sales support functions
Ø To be familiar with daily “SMS” duties and provide back up/relief support whenever needed
§ Prepare manual Client “Portfolio Review Report” for policy review
Ø Timely generation of manual CR reports with focus on data accuracy prior to full automation.
Ø Support generation of manual WM/CR reports in event of system unavailability.
§ Database maintenance & Management reporting
Ø Ensure all updates in PMS with proper documentation/approval on file and for audit trail.
Ø Prepare daily/MTD usage/data export reports for management review.
Ø To extract data from PMS for preparing of various reports for management review.
· University graduate preferable
· Min 3 years working experience with exposure in Insurance industry preferred
· A team player, can work under pressure and tight timeline
· Proficiency in computer operational knowledge
· Working knowledge of AS400 & CRM would be an advantage
· Good interpersonal and communication skills
· Good analytical and problem solving mindset
Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.
AXA Hong Kong, a member of the AXA Group, prides itself of serving over 1 million customers in Hong Kong and Macau. Besides being one of the largest health protection providers in Hong Kong, it is also the number 1 General Insurance provider1 and a market leader in motor insurance.
AXA Hong Kong is committed to helping its customers achieve stability and prosperity through providing a comprehensive range of life, health, property and casualty protection, as well as wealth management and retirement solutions.
We believe it is our inherent responsibility to support the communities we operate in, hence creating a sustainable business via constant and considerable contribution in the dimensions of health, environment and the community.
1Based on 2013 Office of the Commissioner of Insurance market share statistics
We offer excellent career prospects and attractive remuneration package to the right candidates.