Business Center Specialist for Corporate Accounts

AIA; Philippines; On-site; PHP 300,000 - 480,000; Full time

Job summary

AIA Philippines is seeking a proactive professional to support sales channels with new business and after-sales transactions. You will collaborate with internal teams to drive efficiency, accuracy, and timely processing across end-to-end workflows.

The role emphasizes process governance, reporting, and enablement, with a focus on improving sales productivity and customer outcomes. Strong Excel/PowerPoint skills and 2+ years in insurance ops are essential.

Qualifications

• Bachelor’s degree in Business, Management, or related field.
• Minimum of two years’ experience in insurance operations or similar.
• Strong data interpretation and process-design skills.
• Proficient in Excel and PowerPoint with strong communication.

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.
• Stakeholder Management and Issue Resolution coordinates with internal stakeholders and partner units to resolve escalated sales cases and drive process improvements.
• Communication, Reporting, and Enablement cascades updates and prepares reports to support sales productivity and persistency.
• Process Improvement and Governance assists in improving policies and procedures and creates job aids and FAQs.

Skills

Insurance operations

Stakeholder mgmt

Process design

Data interpretation

Excel

PowerPoint

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Create connections that move people and business forward. At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities. Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.

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.

"Better" starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward. Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like. View our AIA LinkedIn page Bring your difference to AIA