Policy Administration And Conservation Manager

FWD Insurance; Taguig; On-site; PHP 1,800,000 - 2,400,000; Full time

Job summary

FWD Life Philippines is seeking a Policy Administration Operations leader to drive end-to-end policy servicing, maintain strong controls, and improve persistency and customer outcomes across the lifecycle. You will oversee servicing transactions, manage escalations, and ensure governance compliance.

The role requires a Bachelor's degree and 10+ years in insurance ops, with at least 3 years in people leadership, to build a high-performing team and collaborate with key stakeholders.

Qualifications

• Bachelor’s degree in Business Administration, Management, Finance, Insurance, or related field.
• Minimum 10 years of experience in insurance operations, policy servicing, or related functions.
• At least 3 years of people management experience leading operational teams.
• Strong understanding of life insurance policy administration and servicing processes.

Responsibilities

• Lead end-to-end Policy Owner Services operations with accurate, customer-focused servicing.
• Meet service levels, turnaround times, productivity, and quality targets.
• Oversee policy servicing transactions and ensure policy compliance.
• Monitor performance and drive efficiency, quality, and customer outcomes.
• Ensure regulatory compliance and governance standards are met.
• Lead and develop a high-performing team and promote accountability.

Skills

Policy administration

Customer servicing

Persistency management

Stakeholder management

Education

Bachelor's degree

Job description

Job Description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visitfwd.com.ph.

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

The Policy Administration and Conservation Manager is responsible for leading Policy Owner Services and Conservation operations, ensuring exceptional service delivery, strong operational controls, and positive customer and distributor outcomes throughout the policy lifecycle. The role drives policy persistency, manages complex servicing issues and escalations, and leads continuous improvement initiatives to enhance service quality, efficiency, and customer retention. As a people leader, the incumbent develops a high-performing team and promotes a culture of accountability, collaboration, and customer focus.

1. Policy Administration Operations

• Lead the end-to-end delivery of Policy Owner Services operations, ensuring timely, accurate, and customer-focused servicing throughout the policy lifecycle.
• Drive the achievement of service level commitments, turnaround times, productivity, quality, and transaction accuracy targets.
• Oversee the effective handling of policy servicing transactions, ensuring consistent application of policies, procedures, and operational controls.
• Monitor operational performance and implement initiatives to improve efficiency, service quality, and customer outcomes.
• Ensure compliance with regulatory requirements, internal policies, and established governance standards.

2. Conservation and Persistency Management

• Drive policy persistency and customer retention initiatives through effective servicing strategies, proactive engagement, and issue resolution.
• Analyze lapses, surrenders, and policy termination trends to identify root causes and recommend interventions.
• Collaborate with Distribution, Customer Experience, Operations, and other stakeholders to improve conservation outcomes and customer retention.
• Track and report conservation metrics and implement action plans to address identified gaps.

3. Customer Experience, Complaints and Escalations Management

• Champion a customer-centric culture by ensuring high-quality service delivery and effective handling of customer concerns and escalations.
• Lead root cause analysis for recurring customer issues and implement sustainable solutions to prevent recurrence.
• Drive initiatives that enhance customer satisfaction, reduce complaints, and strengthen customer loyalty.
• Ensure smooth resolution of complex servicing cases while balancing customer needs and business requirements.

4. Operational Risk and Process Improvement

• Maintain strong operational controls to minimize leakage, errors, rework, and customer detriment.
• Identify process inefficiencies and lead continuous improvement initiatives to optimize workflows and service delivery.
• Monitor key operational risks and implement mitigation plans to ensure business continuity and operational resilience.
• Leverage data and performance insights to support decision‑making and operational enhancements.

5. People Leadership and Talent Development

• Lead, coach, and develop a high-performing team to achieve operational and business objectives.
• Establish clear performance expectations, provide regular feedback, and support employee development and career growth.
• Foster a collaborative, accountable, and customer-focused team culture.
• Drive employee engagement initiatives and ensure effective succession and talent development planning within the team.

6. Stakeholder Management

• Build strong partnerships with internal and external stakeholders to support service delivery objectives.
• Provide operational insights, performance updates, and recommendations to senior leadership.
• Represent the Policy Servicing and Conservation function in governance meetings, projects, audits, and transformation initiatives.

Job Requirements

• Bachelor’s degree in Business Administration, Management, Finance, Insurance, or a related field.
• Minimum 10 years of experience in insurance operations, policy servicing, customer operations, or related functions.
• At least 3 years of people management experience leading operational teams.
• Strong understanding of life insurance policy administration, customer servicing processes, and persistency management.
• Proven experience in process improvement, operational excellence, and stakeholder management.

Privacy Notice

Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.