Credit Life Business Specialist

Posted:
12/10/2024, 12:17:29 PM

Location(s):
Metro Manila, Philippines ⋅ Makati, Metro Manila, Philippines

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Business & Strategy

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

The Credit Life Account specialist is primarily responsible in handling all the required coordination to onboard and service Credit life accounts of BPI AIA. He/she also provides operational support to Segments and Channel to ensure smooth and timely transactions connected to generating ANP and premium collections.

Roles and Responsibilities:

Performs any or all of the following in various degrees according to the position’s job level:

  • Implement policies and procedures to support effective and timely delivery of CL businesses.

  • Recommend improvements to the existing processes critical to CL business growth.

  • Handling inquiries/concerns/complaints received from Bank Partners and clients via email, SMS, call, face to face

  • Support various workstreams on projects and Segment initiatives for CLI.

  • Creation of reports for all CL accounts

  • Perform data reconciliation and analytics for all CL accounts

  • Handle renewal of all CL accounts including but not limited to, preparation of renewal letters & proposals and coordination with clients and process owners to ensure smooth and timely renewal of accounts.

  • Handles claims monitoring and coordinates with clients concerning their pending requirements.

  • Coordinates with Operations for concerns such as, but not limited to, OR requests, services fees, adjustments in quotation, refund requests, POC requests, rush requests, etc.

  • Build rapport and maintains relationship with bank partner and existing clients

Minimum Job Requirements:

  • Graduate of any 4 year college course preferably in Business Administration

  • Work experience from an insurance/financial company an advantage  

  • Excellent in interpersonal and communication skills (oral and written)

  • Proficient with computer applications including but not limited to MS Office

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.