Business Center Specialist

AIA Philippines; Makati; On-site; PHP 400,000 - 700,000; Full time

Job summary

AIA Philippines is seeking a diligent sales support professional to provide end-to-end assistance for new business and after-sales transactions, screen applications, assess requirements, and endorse to relevant units.

You will coordinate with internal stakeholders to resolve escalated sales cases, support process documentation, system enhancements, and project execution, and cascade updates to Sales, Operations, and related teams.

Qualifications

• Bachelor's degree in Business, Management, or a related field.
• Minimum of two (2) years' experience in insurance operations or a comparable role.
• Strong understanding of process design, controls, and data interpretation.
• Proficient in Microsoft Office tools, especially Excel and PowerPoint.
• Strong interpersonal and communication skills.

Responsibilities

• Provides end-to-end support for new business and after-sales transactions, including application screening, requirements assessment, and endorsement to relevant units.
• Ensures timely processing of prioritized cases, especially during month-end cut-off periods.
• Clearly communicates pending and outstanding requirements to sales to enable faster case resolution.
• Coordinates with internal stakeholders and partner units to resolve escalated sales cases.
• Works cross-functionally on business initiatives such as process documentation, system enhancements, and project execution.
• Cascades operational updates, policy reminders, and sales support communications to sales, Operations, and related teams.
• Prepares and presents key updates and reports during general assemblies for assigned divisions.
• Develops and distributes reports and insights to support sales productivity, performance tracking, and persistency.
• Assists the Business Center Manager in improving, documenting, and implementing sales support policies and procedures.
• Ensures compliance with company standards, policies, and regulatory requirements.
• Creates job aids, quick guides, and FAQs to enhance sales capability and reduce operational friction.

Skills

Process design

Data interpretation

Analytical thinking

Interpersonal skills

Communication

MS Office (Excel, PowerPoint)

Education

Bachelor's degree in Business/Management or related field

Tools

Excel

PowerPoint

Job description

• Provides end-to-end support for new business and after-sales transactions, including application screening, requirements assessment, and endorsement to relevant units.
• Ensures timely processing of prioritized cases, especially during month-end cut-off periods.
• Clearly communicates pending and outstanding requirements to sales to enable faster case resolution.

Stakeholder Management and Issue Resolution

• Coordinates with internal stakeholders and partner units to resolve escalated sales cases.
• Works cross-functionally on business initiatives such as process documentation, system enhancements, and project execution.

Communication, Reporting, and Enablement

• Cascades operational updates, policy reminders, and sales support communications to sales, Operations, and related teams.
• Prepares and presents key updates and reports during general assemblies for assigned divisions.
• Develops and distributes reports and insights to support sales productivity, performance tracking, and persistency.

Process Improvement and Governance

• Assists the Business Center Manager in improving, documenting, and implementing sales support policies and procedures.
• Ensures compliance with company standards, policies, and regulatory requirements.
• Creates job aids, quick guides, and FAQs to enhance sales capability and reduce operational friction.
• Bachelor's degree in Business, Management, or a related field.
• Minimum of two (2) years' experience in insurance operations or a comparable role.
• Strong understanding of process design, controls, and data interpretation.
• Proven analytical, problem-solving, and initiative-taking capabilities.
• Proficient in Microsoft Office tools, especially Excel and PowerPoint.
• Strong interpersonal and communication skills.