Client Success & Renewal Analyst

AIA (Web); Makati; On-site; PHP 360,000 - 540,000; Full time

Job summary

AIA is seeking a CS Client Relationship Analyst in Manila to partner with Broker and Direct sales teams for seamless after-sales servicing, including policy renewals, collections reconciliation, and coordination with Brokers and Accounts. The role supports claims management and fosters strong client relationships across channels.

The position focuses on timely, high-quality support, data accuracy, and compliance to drive CS business growth while aligning with our Healthier, Longer, Better Lives

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 is seeking a CS Client Relationship Analyst in Manila to partner with Broker and Direct sales teams for seamless after-sales servicing, including policy renewals, collections reconciliation, and coordination with Brokers and Accounts. The role supports claims management and fosters strong client relationships across channels.

The position focuses on timely, high-quality support, data accuracy, and compliance to drive CS business growth while aligning with our Healthier, Longer, Better Lives