Client Relationships & Renewals Specialist

AIA Hong Kong and Macau

Manila

On-site

PHP 360,000 - 720,000

Full time

44 hours ago

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Job summary

AIA Hong Kong and Macau is seeking a CS Client Relationship Analyst to partner with Broker & Direct sales teams to deliver seamless after-sales servicing, including policy renewal negotiations, collections reconciliation 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

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.