Business Quality Specialist

MediCard Phils., Inc.; Philippines; On-site; PHP 300,000 - 540,000; Full time

Job summary

AIA Philippines is seeking a detail‑oriented Risk and Compliance professional to act as the first line of defense within the Agency Distribution channel, upholding Business Quality and driving continuous improvements to SOPs.

The role requires a university degree and at least two years in the insurance industry, plus proficiency in Word, Excel and PowerPoint. You must be independent, reliable, and able to work with diverse teams.

Qualifications

• University/College graduate with relevant insurance experience.
• Minimum 2 years in the insurance industry.
• Able to improve processes and maintain compliance.

Responsibilities

• Act as the first line of defense in Agency Distribution and uphold Business Quality.
• Monitor, communicate with stakeholders, and drive continuous SOP improvements.
• Identify risk trends in PMT data and coordinate with Business Units.
• Notify agents and leaders about PM findings and requirements.
• Review policy replacement cases and monitor misconduct with appropriate teams.
• Escalate violations to superiors and compliance department as needed.
• Assist Risk and Compliance with ad-hoc analysis and investigations.
• Perform additional duties as assigned by the department head.

Skills

Risk & Compliance

Analytical skills

Communication skills

Teamwork

Education

University/College Graduate

Tools

Microsoft Word

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

To act as the first line of defense within the Agency Distribution channel and to uphold the Business Quality in the Agency Force, through constant monitoring and communication with stakeholders, and initiates continuous improvement with reference to the Standard Operating Procedure (SOP) of BQ.

• Ensure that Business Quality is a core component of Agency Distribution strategy and also aligned to AIA's operating Philosophy of “Doing the right thing, in the right way, with the right people and the right results will come”.
• Help strengthen the first line of defense in mitigating risk and process gaps for the Agency Distribution channel.
• Enhance existing processes and recommending new procedures that will shorten BQ’s TAT.
• Monitor, detect, assess/validate and report abnormal trends found in the Predictive Modelling Tool such as agent and product profiling, policy status, lapsed, terminations, duplicate addresses/contact numbers, etc.
• Coordinate with the Business Units (BUs) to verify findings generated from the PMT.
• Send out reminders and correspondences to the agents and leaders in relation to the PM findings, pending requirements, UPC and other agency-related concerns.
• Review, process and monitor the Policy Replacement cases and requests based on the set guidelines.
• Checks and provide updates on misconduct cases in relation to the issuance of the agents’ clearances, ARAP/APP withdrawals.
• Reports/escalates any violations and noncompliance of the Company’s policies and procedures to the immediate superiors and to compliance department.
• Assist Risk and Compliance with ad-hoc analysis, assessment & investigation, whenever required.
• Perform other responsibilities and duties periodically assigned by the department head/immediate superior in order to meet operational and/or other requirements.

MINIMUM JOB REQUIREMENTS

• University/College Graduate
• At least a minimum of 2 years working experience in the insurance industry.
• Knowledgeable in various insurance distribution or insurance business environment
• Good work ethics, able to work independently with minimum supervision, resourceful and reliable in following up and completing tasks
• Result-oriented and takes pride in the quality of work, continuously driveprocess improvements to achieve results.
• Proficient in Microsoft Words, Excel, and PowerPoint.
• People oriented, with good interpersonal skills.
• With initiative and self-motivated but a good team player.

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.