Assistant Manager, Customer Onboarding

6 months ago


Kuala Lumpur, Malaysia AIA Full time

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. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our financial wellbeing as an organisation, the better we can support and make a difference for our customers when they need us most. By ensuring our products are well designed and priced, analysing business performance and ensuring proper management of insurance policies in-force, you’re not just safeguarding AIA’s financial wellbeing. You’re securing a better future for the people and communities we serve - today, tomorrow and for generations to come._

If that interests you, read on.

About the Role

Handle and manage reviews, appeals, complaints and risk assessment portfolio.

Maintain underwriting qualities, and support to relevant distribution channels.

Provide customer friendly decision.

Handle assigned portfolio efficiently.

Roles and Responsibilities
- To review and underwrite complicated cases and achieve high settlement ratio.
- To evaluate and countersigning cases recommended by the junior underwriter, to make prudent business-focused decisions effectively and timely.
- To ensure Turn-Around-Time and service level is efficiently managed.
- Engage with business peers/partners and act as professional to liaise with Life Planners.
- To provide technical consultation/advice. Provide solution and guide agent to get the case finalized.
- Priority consultation and underwriting services for premier Life Planners.
- Able to prepare and conduct Underwriting workshop/Clinic/roadshow.
- Involved in Compliance screening related tasks and ensure continuous compliance of regulations/ procedures set for New Business Underwriting Department. Provide top priority service to all complaint cases.
- To perform other responsibilities and duties, this may be assigned from time to time by the Supervisors/HOD in order to meet operational and/or other requirements.

Minimum Job Requirements:

- Possess a tertiary qualification preferably in Medical Science or equivalent.
- Preferably with at least 5 years working experience in Life Insurance Industry in medical and financial underwriting, legal aspect of life insurance.
- Strong interpersonal & delegation skills.
- Able to share any ideas, suggestion or guidelines clearly with the team.
- Able to build good relationship & trust at all levels.
- Right demeanor & ability to produce high quality work under pressure.
- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives._



  • Kuala Lumpur, Malaysia BID Operations Full time

    We are seeking an experienced Customer Onboarding Manager responsible for coordinating and managing the onboarding process for new customers, ensuring their smooth and swift integration with our products or services. This role involves close collaboration with sales, customer support, and other relevant teams to deliver an outstanding customer...


  • Kuala Lumpur, Malaysia Abhidi solution SDN BHD Full time

    **Overview**: As a Customer Onboarding Specialist, you'll play a pivotal role in ensuring our customers seamlessly transition into their Enterprise Agreement (EA) and begin their journey with CISCO's products and services. You will engage with customers early in their lifecycle, providing guidance, support, and expertise to facilitate a smooth onboarding...


  • Kuala Lumpur, Malaysia Abhidi Solution Private Limited Full time

    As a Customer Onboarding Specialist, you'll play a pivotal role in ensuring our customers seamlessly transition into their Enterprise Agreement (EA) and begin their journey with CISCO's products and services. You will engage with customers early in their lifecycle, providing guidance, support, and expertise to facilitate a smooth onboarding experience. By...


  • Kuala Lumpur, Malaysia Abhidi Solution Private Limited Full time

    **Role: Customer Onboarding Specialist - Mandarin (CISCO)** **Work Location: Bukit Jalil, Kuala Lumpur** **Job Shift Hours: Normal Business Hours** **Job Type: Permanent** **JD**: As a Customer Onboarding Specialist, you'll play a pivotal role in ensuring our customers seamlessly transition into their Enterprise Agreement (EA) and begin their journey with...

  • Onboarding Specialist

    8 months ago


    Kuala Lumpur, Malaysia Hyppies Full time

    Are you passionate about simplifying financial transactions across borders? Do you thrive in a dynamic environment, fostering seamless experiences for clients? If so, we have an exciting opportunity for you! **About Us**: They are a leading provider of payment and financial services, dedicated to revolutionizing how businesses and individuals manage...

  • Onboarding Specialist

    6 months ago


    Kuala Lumpur, Malaysia menumiz Full time

    **Company Description** menumiz delivers Hospitality Management Solutions on Cloud. Our SaaS platform, which comprises a restaurant management app and electronic Point of Sales (POS) system, harnesses the power of mobile to speed up restaurant services. From digital menu, taking self-service orders, sending kitchen instructions to accepting payments and...


  • Kuala Lumpur, Malaysia menumiz Full time

    **Company Description** menumiz is a cloud-based Hospitality Management Solutions provider located in WP, Kuala Lumpur. Our SaaS platform offers a restaurant management app and electronic Point of Sales (POS) system, utilizing mobile technology to streamline restaurant services, from digital menus to accepting payments. With our solutions, restaurants can...


  • Kuala Lumpur, Malaysia OSOME Full time

    **We’re Osome** - Entrepreneurs are society’s problem solvers. At Osome, we help entrepreneurs focus on solving problems, empowering them to improve the way we work, travel, communicate, shop, and live. The more problems entrepreneurs can solve, the better our world becomes. We are looking for a client-centric individual to join our team as a **Client...


  • Kuala Lumpur, Malaysia Ria Financial Services Full time

    Agent Onboarding Analyst **Responsibilities** **Responsibilities**: Undertaking the CDD process for new and existing clients in accordance with the relevant laws andregulations of the Bank Negara Malaysia and IME's internal guidance, policies, processes & procedures. Perform Due Diligence assessments for corporate customer, merchants, and agents, as well...

  • Onboarding Consultant

    3 months ago


    Kuala Lumpur, Malaysia COINS Full time

    Posted 23 September 2024 - LocationKuala Lumpur - Job type Permanent - Discipline Professional Services - ReferenceJ13072 **Job description**: We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow. Love Work. Love Life. Be You. - is central to our success and how we give...


  • Kuala Lumpur, Malaysia Citi Full time

    At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help...


  • Kuala Lumpur, Malaysia ThinkMarkets Full time

    ThinkMarkets is a global financial technology company, specializing in providing multi-asset trading solutions to thousands of clients around the world. With our flagship ThinkTrader platform, we make it available for our clients to trade the world 24 hours a day. Our mission is to bridge the gap between traders, investors, and platforms by allowing access...


  • Kuala Lumpur, Malaysia Ria Full time

    **Responsibilities**: Undertaking the CDD process for new and existing clients in accordance with the relevant laws andregulations of the Bank Negara Malaysia and IME’s internal guidance, policies, processes & procedures. Perform Due Diligence assessments for corporate customer, merchants, and agents, as well as reviewing all relevant incorporations...


  • Kuala Lumpur, Malaysia SiteMinder Full time

    At SiteMinder we believe the individual contributions of our employees are what drive our success. That’s why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of...


  • Kuala Lumpur, Malaysia Citi Full time

    **MYS CTSM KL Regional Onboarding Manager Cash APAC** The role is part of the TTS Client Onboarding Team, which is responsible for coordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. **Job...


  • Kuala Lumpur, Malaysia Marsh Full time

    **Client Onboarding Specialist** **What can you expect?** - Be a part of a regional operational shared service center - Interact diverse colleagues and stakeholders from various line of business within MMC **What is in it for you?** - Career Development and Training Opportunities - Explore opportunities to work on regional and global projects - Conducive...


  • Kuala Lumpur, Malaysia Airwallex Full time

    If you’re excited to do the most ambitious work of your career and change the way money moves around the world - join us! **Responsibilities**: **KYC Screening**: Conduct Know Your Customer screenings on customers, ensuring compliance with Australian KYC regulations particularly for complex cases. This involves verifying the identity of customers and...

  • Operations Executive

    8 months ago


    Kuala Lumpur, Malaysia Hyppies Full time

    Our client is looking for an Operations Executive - Onboarding Team for their support team! **About Us!** Delve into the world of a leading financial services group, renowned for its expertise in both international transactions and strategic solutions. Our client’s reach extends beyond borders, offering seamless foreign exchange and payment services under...


  • Kuala Lumpur, Malaysia SiteMinder Full time

    At SiteMinder we believe the individual contributions of our employees are what drive our success. That’s why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of...


  • Kuala Lumpur, Malaysia Citi Full time

    Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At **Citi**, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...