Client Relationship & Policy Servicing Specialist

aia; Philippines; On-site; PHP 350,000 - 550,000; Full time

Job summary

AIA Philippines is seeking a CS Client Relationship Specialist to collaborate with Broker & Direct sales teams, delivering seamless after-sales servicing. You will help negotiate policy renewals, coordinate with Brokers and Accounts, and manage claims processes to enhance client engagement and service quality.

The role emphasizes accurate data handling, documentation preparation for policy issuances and renewals, and close cooperation with underwriting, billing, and claims teams to support

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 is seeking a CS Client Relationship Specialist to collaborate with Broker & Direct sales teams, delivering seamless after-sales servicing. You will help negotiate policy renewals, coordinate with Brokers and Accounts, and manage claims processes to enhance client engagement and service quality.

The role emphasizes accurate data handling, documentation preparation for policy issuances and renewals, and close cooperation with underwriting, billing, and claims teams to support