Client Relations & Policy Servicing Analyst

AIA Hong Kong and Macau; Hinoba-an; Hybrid; PHP 300,000 - 540,000; Full time

Job summary

AIA Philippines in Makati invites applications for a Client Relationship Analyst to support Broker & Direct sales teams with post-sale servicing, renewals, and claims coordination.

You will maintain client records, prepare documentation for policy issuances and renewals, and ensure compliance while coordinating with underwriting, billing, and claims. This role helps sustain high-quality service and CS growth.

Responsibilities

• Process policy renewals, endorsements, and servicing requests in a timely and accurate manner.
• Maintain and update client and policy records ensuring completeness and data accuracy.
• Prepare, collate, and file required documentation for policy issuance, renewals, and servicing transactions.
• Monitor and track status of renewals, collections, and claims documentation, and follow up on pending requirements.
• Ensure compliance with corporate policies, documentation standards, and audit requirements.
• Coordinate internally with underwriting, billing, and claims teams to support completion of servicing transactions.
• Assist in preparation of routine reports and documentation for submission to stakeholders.
• Perform data encoding, validation, and reconciliation of account and policy information.
• Support administrative requirements for campaigns, renewals, and internal activities.

Job description

AIA Philippines in Makati invites applications for a Client Relationship Analyst to support Broker & Direct sales teams with post-sale servicing, renewals, and claims coordination.

You will maintain client records, prepare documentation for policy issuances and renewals, and ensure compliance while coordinating with underwriting, billing, and claims. This role helps sustain high-quality service and CS growth.