Client Relationship & Renewal 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

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