Customer Protection Manager

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Makati; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in Makati, Philippines, invites applications for a Customer Protection Manager to assist the Chief Compliance Officer in implementing and monitoring the Customer Protection Program, investigations, and product reviews.

The role focuses on risk indicators, regulatory reporting, and advisory services to ensure compliance with applicable laws and Allianz standards. The position requires at least 3 years in a compliance function within insurance or financial

Qualifications

• At least 3 years of experience in a Compliance Function within Insurance or Financial Institution.
• Experience in conducting investigations.
• Proficiency in Word, PowerPoint, Excel.
• Excellent verbal and written communication.
• Strong analytical and/or innovative skills.
• Sound judgement enabling sound regulatory advice.
• Inquisitive approach to practices and processes.
• Independence and robustness in work.
• Knowledge of Philippine affiliate rules and regulations.
• Familiarity with life insurance and mutual fund products and processes.
• Experience with AI-driven adaptive learning technologies and data analysis for personalized training.
• Proficiency with AI tools for content recommendation, automated assessment, and feedback.

Responsibilities

• Conducts and coordinates investigations involving intermediaries, employees and Customer Protection-related matters and supports the Chief Compliance Officer in ensuring timely resolution of identified issues.
• Supports Customer Protection monitoring, product review, and KRI management; drafts and reviews legal documents to protect the company’s interests.
• Supports Customer Protection governance through advisory, training, awareness, and policy maintenance.
• Supports reporting, monitoring, audit, and assurance activities relating to Customer Protection and Compliance Investigations.

Skills

Compliance experience

Investigations

Communication

Analytical skills

Independent judgment

AI tools proficiency

AI-driven learning

Tools

Word

PowerPoint

Excel

Job description

Customer Protection Manager

Office of the President

Purpose of the Role

You will support the Chief Compliance Officer in the implementation and monitoring of the Customer Protection Program, Compliance Investigations, and Product Review activities. Your role is responsible for conducting and coordinating investigations involving intermediaries, employees, and customer protection-related matters, supporting the review of products from a customer protection perspective, monitoring Customer Protection Key Risk Indicators (KRIs), preparing management and regulatory reports, and assisting in compliance reviews, audits, remediation activities, and advisory services to ensure adherence to applicable laws, regulations, Allianz standards, and internal policies.

Responsibilities of the Role

• Compliance Investigations - Conducts and coordinates investigations involving intermediaries, employees, and Customer Protection-related matters and supports the Chief Compliance Officer in ensuring timely resolution of identified issues.
• Customer Protection Monitoring, Product Review and KRI Management - Supports the implementation of the Customer Protection Program through risk monitoring, Product Review activities, KRI reporting, and second-line oversight activities. Draft and review commercial agreements, insurance policy provisions, riders, customer forms, vendor contracts, confidentiality agreements, and other legal documents to protect the company’s interests.
• Customer Protection Advisory and Governance Support - Supports Customer Protection governance activities through advisory, training, awareness, and policy maintenance.
• Reporting, Reviews and Continuous Improvement - Supports reporting, monitoring, audit, and assurance activities relating to Customer Protection and Compliance Investigations.

Requirements for the Role

• At least 3 years of experience in a Compliance Function (handling Customer Protection / Distribution or Sales compliance) in an Insurance Company or in a Financial Institution
• Experience in conducting investigation
• Proficiency in Word, PowerPoint, Excel
• Good verbal and written communication skills
• Strong analytical and/or innovative skills
• Good judgement enabling the provision of sound advice in areas of regulations and practice
• An inquisitive approach to practices, procedures, and specific transactions
• Independence and robustness
• Working knowledge of rules and regulations governing the Philippine affiliates.
• Working knowledge of the life insurance and mutual fund businesses, including products and internal administrative processes
• Experience with AI-driven adaptive learning technologies and data analysis for personalized training.
• Proficiency in using AI tools for content recommendation, automated assessment, and feedback.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer.

We are united by a shared commitment: to put our customers first and at the center of everything we do. Their needs inspire our thinking and guide our actions.

Together, we can build an environment where everyone feels empowered and confident to explore, grow and to shape a better future – for our customers and for the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. The foundation for this is our inclusive workplace, where people and performance both matters, and where integrity, fairness, inclusion and trust are at the heart of our culture.

We therefore welcome applications regardless of ethnicity or cultural background, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.