Sales Operations & Enablement Specialist

AIA; Philippines; On-site; PHP 480,000 - 720,000; Full time

Job summary

AIA Philippines is seeking a dedicated Sales Support Specialist to enable the SSM Business Center Specialists and collaborate with stakeholders across sales channels. You will help manage new business and after-sales transactions, driving timely processing and clear communications to expedite case resolution.

The role emphasizes process improvement, governance, and cross-functional collaboration to boost sales productivity and customer outcomes.

Qualifications

• Bachelor’s degree in Business, Management, or related field.
• Minimum of two years’ experience in insurance operations or a comparable role.
• Strong understanding of process design, controls, and data interpretation.
• Proven analytical, problem-solving, and initiative-taking capabilities.
• Proficient in Microsoft Office tools, especially Excel and PowerPoint.
• Strong interpersonal and communication skills.

Responsibilities

• Provides end-to-end support for new business and after-sales transactions, including application screening, requirements assessment, and endorsement to relevant units.
• Ensures timely processing of prioritized cases, especially during month-end cut-off periods.
• Clearly communicates pending and outstanding requirements to sales to enable faster case resolution.
• Coordinates with internal stakeholders and partner units to resolve escalated sales cases.
• Works cross-functionally on business initiatives such as process documentation, system enhancements, and project execution.
• Cascades operational updates, policy reminders, and sales support communications to sales, Operations, and related teams.
• Prepares and presents key updates and reports during general assemblies for assigned divisions.
• Develops and distributes reports and insights to support sales productivity, performance tracking, and persistency.
• Assists the Business Center Manager in improving, documenting, and implementing sales support policies and procedures.

Skills

Analytical thinking

Problem solving

Initiative taking

Interpersonal skills

Communication skills

Education

Bachelor’s degree in Business/Management

Tools

Excel

PowerPoint

Microsoft Office

Job description

AIA Philippines is seeking a dedicated Sales Support Specialist to enable the SSM Business Center Specialists and collaborate with stakeholders across sales channels. You will help manage new business and after-sales transactions, driving timely processing and clear communications to expedite case resolution.

The role emphasizes process improvement, governance, and cross-functional collaboration to boost sales productivity and customer outcomes.