Analyst, Agency Administration

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

Roles and Responsibilities:

• Perform general administrative tasks related to agency licensing processes, including data entry, filing, documentation preparation, and maintaining records.
• Record departmental meeting minutes, distribute them to the team, and track action items to ensure timely completion.
• Assist insurance agents in preparing and processing license applications, and endorsements.
• Review contract documents in the system and background checking for onboarding process
• Maintain and Manage agent databases, ensuring accurate and up-to-date information.
• Communicate with agents, answer their queries, and provide necessary information about the licensing process.
• Coordinate communications by receiving and forwarding emails and notices.
• Process licensing applications and exam registration accurately and in a timely manner.
• Assist in resolving agent complaints and concerns by providing exceptional customer service.
• Monitor and track pending applications and endorsements to ensure timely follow-up and completion.
• Adhere to insurance industry regulations, policies, and procedures to maintain compliance and confidentiality.
• Maintained and developed Standard Operating Procedures (SOPs) and guidelines to ensure consistency and compliance with regulatory requirements.
• Manage and control the inventory management for campaign rewards and merchandise items.

Minimum Job Requirements:

• Proven experience as an administrative assistant or in a similar role within the insurance industry.
• Proficient in using computer software applications, including MS Office (Word, Excel, Outlook), and comfortable navigating insurance agency management systems.
• Strong organizational skills and attention to detail, with the ability to prioritize tasks effectively and meet deadlines.
• Excellent communication skills, both written and verbal, to interact with clients and cross functional staff
• Ability to organize, plan and manage projects simultaneously, troubleshooting to meet deadlines

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

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.