- Makati, Cagayan Valley, Philippines
- 3+ years
Lead orphan management operations and support policy owner administration within AIA Philippines.
Responsibilities
- Ensure support to the organization's orphan policy portfolio to ensure effective servicing and customer retention.
- Collaborate with partners to monitor agent terminations and ensure orphan customers are appropriately assigned or transitioned to Head Office servicing.
- Partner with Agency Governance, Distribution, Marketing, and Customer Service teams to improve policy persistency and advisor reassignment rates.
- Participate in developing and implementing initiatives that promote customer retention, re-engagement, and cross-selling opportunities for orphan customers.
- Collaborate with internal and external stakeholders to improve servicing models, customer journeys, and resolution processes.
Requirements
- Bachelor's/College Degree any field
- Nice to have: Background in insurance and banking/financial industry