Business Center Specialist for Corporate Accounts

aia; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

AIA seeks a dedicated professional to enable the SSM Business Center Specialists to work efficiently with stakeholders and provide timely sales support across new business and after-sales transactions. You will collaborate with partner departments to boost productivity and end-to-end efficiency.

Key duties include end-to-end transaction support, timely case processing, and creating job aids to improve sales capability while ensuring compliance with policies and regulatory requirements.

Qualifications

• Bachelor's degree in Business, Management, or related field.
• Minimum of two years’ experience in insurance operations or similar 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.

Responsibilities

• Provides end-to-end support for new business and after-sales transactions, including application screening and endorsement to relevant units.
• Ensures timely processing of prioritized cases, especially during month-end cut-off periods.
• Coordinates with internal stakeholders and partner units to resolve escalated sales cases.
• Cascades operational updates and prepares reports to support sales productivity and persistency.

Skills

Analytical thinking

Problem solving

Communication skills

Microsoft Office proficiency

Education

Bachelor's degree in Business/Management

Tools

Excel

PowerPoint

Job description

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

The position is primarily responsible for enabling the SSM Business Center Specialists to work effectively with all key stakeholders and to consistently deliver timely and accurate support to sales channels across new business and after-sales transactions. The role also collaborates with partner departments to drive sales productivity, improve operational efficiency, and ensure seamless end-to-end business support.

Roles and Responsibilities:

Sales and Transaction Support

• 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.

Minimum Job Requirements:

• 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.

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.