Insurance Maturity Specialist: Precise Payouts & Compliance

AIA; Manila; On-site; PHP 420,000 - 560,000; Full time

Job summary

AIA Shared Services in Manila is seeking an Insurance Maturities Officer to handle policies at maturity, verify documentation, and ensure accurate disbursement of funds. You will review terms, confirm values, and prepare reports to support timely payouts.

Responsibilities include calculating maturity benefits, coordinating with internal teams, and maintaining regulatory compliance while delivering clear stakeholder communication and high customer satisfaction.

Qualifications

• Review and verify the details of all maturing insurance policies.
• Ensure all required transaction documentation is complete.
• Confirm policy terms, benefits, and maturity values based on policy records.
• Accurately calculate maturity benefits, including bonuses and interest.
• Coordinate with other departments for timely disbursement of funds.
• Monitor and resolve discrepancies in payouts or payout details.
• Communicate maturity timelines, requirements and benefits to stakeholders.
• Handle customer inquiries and resolve issues related to policy maturity.
• Ensure processes adhere to regulatory and company standards.
• Maintain accurate records of all transactions and correspondences.
• Prepare reports on matured policies, payouts, and pending cases for management review.
• Work closely with stakeholders to streamline processes and requirements.
• Suggest improvements to the maturity process for better efficiency and customer experience.
• Identify inefficiencies or bottlenecks in the maturity process and recommend enhancements.
• Lead a cross-functional team in implementing new initiatives geared towards process and service improvement.

Responsibilities

• Review and verify the details of all maturing insurance policies.
• Ensure all required transaction documentation are complete.
• Confirm policy terms, benefits, and maturity values based on policy records.
• Accurately calculate maturity benefits, including bonuses, interests and additional payouts.
• Coordinate with other departments for timely disbursement of funds.
• Monitor and resolve discrepancies in payouts or payout details.
• Communicate with stakeholders regarding maturity timelines, requirements and benefits.
• Handle customer inquiries and resolve issues related to policy maturity.
• Ensure a high level of customer satisfaction through clear communication and excellent service.
• Ensure all processes adhere to regulatory and company standards.
• Maintain accurate records of all transactions and correspondences.
• Prepare reports on matured policies, payouts, and pending cases for management review.
• Work closely with stakeholders to streamline processes and requirements.
• Suggest improvements to the maturity process for better efficiency and customer experience.
• Identify inefficiencies or bottlenecks in the maturity process and recommend enhancements.
• Lead a cross-functional team in implementing new initiatives geared towards process and service improvement.

Job description

AIA Shared Services in Manila is seeking an Insurance Maturities Officer to handle policies at maturity, verify documentation, and ensure accurate disbursement of funds. You will review terms, confirm values, and prepare reports to support timely payouts.

Responsibilities include calculating maturity benefits, coordinating with internal teams, and maintaining regulatory compliance while delivering clear stakeholder communication and high customer satisfaction.