CS Product Portfolio Consultant

AIA Digital+; Makati; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

AIA is seeking a Product Portfolio Manager to drive performance of the Corporate Solutions product portfolio using data analytics and cross-functional collaboration. You will help optimize product mix, monitor profitability, and coordinate with actuarial, underwriting and sales to translate insights into actionable portfolio improvements.

The role requires strong Excel and BI skills, along with experience in insurance metrics and portfolio initiatives.

Qualifications

• Bachelor's degree in mathematics, finance or a data-related field.
• 5+ years of experience in insurance or corporate employee benefits.
• Strong knowledge of insurance products and metrics; ownership of portfolio initiatives.
• Advanced data analytics using Excel and BI tools; SQL is a plus.

Responsibilities

• Track, analyze and report on product and portfolio performance to adjust mix and profitability.
• Evaluate cross-channel performance and incentive distributions.
• Coordinate with Actuarial on VONB and GOE factors and margins.
• Partner with Actuarial, Underwriting and Sales to translate data into product updates and actions.
• Support mid-term business plans ensuring alignment with forecasts.
• Develop and review CS Portfolio Management Framework and procedures.
• Establish data collection and auto-report processes with stakeholders.
• Perform ad-hoc data analysis and drive transformation activities.

Skills

Data analytics

MS Excel

Cross-functional collaboration

Education

Bachelor’s degree in Mathematics/Finance or data-related field

Tools

Power BI

SQL

Job description

Create connections that move people and business forward.

At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.

Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.

About the Role

The Product Portfolio Manager is responsible for driving the performance of the Corporate Solutions product portfolio against customer values and set KPIs. The role leverages data analytics to ensure robust commercial and distribution governance and collaborates with cross-functional teams to recommend and implement measures that optimize overall product and channel mix.

Key Responsibilities

• Track, analyze and report on product and total portfolio performance and experience indicators to recommend adjustments to Corporate Solutions’ product mix, identifying opportunities for optimizing portfolio profitability and new business value;
• Evaluate cross-channel performance, audit commission structures and incentive distributions, ensuring continuous alignment with financial baselines and operational compliance;
• Coordinate with Actuarial on factors affecting VONB and VONB margin, GOE allowables, and their correlation to VONB;
• Partner directly with Actuarial, Underwriting and Sales teams to evaluate competitor actions and market trends, helping translate data into agile product updates and channel actions;
• Support the Management and Product team in preparing mid‑term business plans, ensuring that product strategies and portfolio targets align with corporate forecasts;
• Development and regular review of CS Portfolio Management Framework, Policy and Procedures;
• Establish and govern regular data collection and automated report generation procedures, collaborating with stakeholders in validating data sources and baseline assumptions for Corporate Solutions;
• Perform ad-hoc data analysis and report and drive function-related transformation activities, as required.

Minimum Job Requirements

• Bachelor’s Degree preferably in Mathematics, Finance or other data-related field;
• At least 5 years of professional experience in an insurance or corporate employee benefits setting;
• Demonstrated technical knowledge of insurance products and key insurance metrics and has proactively taken ownership of product portfolio-related initiatives;
• Advanced data analytical capabilities using MS Excel and business intelligence software (e.g., Preferably Power BI; SQL is an advantage) for report automation;

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.