Client Relationship Management Specialist

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

Job summary

AIA Philippines is seeking a CS Client Relationship Specialist to partner with Broker and Direct sales teams to deliver seamless after-sales servicing, including policy renewal negotiations, collections recon, and claims management. You will enhance engagement with clients and brokers by ensuring timely, high-quality support.

This role involves coordinating with underwriting, billing, and claims teams, maintaining accurate client records, and preparing documentation for policy issuances and

Qualifications

• Minimum 2 years in client servicing or relationship management.
• Strong attention to detail and data accuracy.
• Excellent written and verbal communication in English.
• Ability to coordinate with internal teams and brokers.

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.

Skills

Customer service

Relationship management

Data entry

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 CS Client Relationship Specialist partners with Broker & Direct sales teams to deliver seamless after-sales servicing, including policy renewal rates negotiations, collections recon and coordination with Brokers and Accounts, and claims management. The role enhances engagement with clients and brokers by ensuring timely, high-quality support, fostering collaborative relationships, and contributing to a positive and consistent service experience that supports CS business growth.

• 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.

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.