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Portfolio Business Transformation and Strategic Projects Head

4 months ago

Makati City, National Capital Region, Philippines AXA Group Full time
Job Purpose
  • The primary purpose of a Portfolio Management Business Transformation and Strategy Director is to lead an organization's efforts to transform its business processes and operations to achieve business financial goals and customer experience goals.
  • To optimize revenue generation (RYP), ensure policy longevity, and drive strategic growth for Life and General Insurance categories through a deep understanding of customer motivations, payment methods, and industry trends.
  • The role involves effectively implementing and project managing the Orphan Management program, as well as overseeing distribution-initiated campaigns for all Retail Distribution Channels related to orphan policies. Additionally, it includes supporting the reduction of overall orphan ratio and the increase of persistency rate within Bancassurance and Agency channels.
  • The Director/Head will work closely with Portfolio Management Director and other leaders and stakeholders to identify areas of improvement and develop plans to achieve strategic goals.
  • The Director/head will oversee the implementation of the strategies and monitor progress to ensure that the transformational initiatives are delivering expected results.
  • One of its job purposes involves developing and implementing strategies to improve business performance, increase efficiency, reduce costs, and drive growth.
  • Ultimately, the goal of the Business Transformation and Strategy Director is to create a more agile, competitive, and innovative organization.
Critical Accountabilities

Key Result Areas

Major Activities

Output

Challenges and Risks
  • Developing and implementing a comprehensive business transformation strategy that aligns with the organization's goals and objectives.

• Develop annual strategies aligned to both Division and company's overall goals for portfolio management.

• Implement priority projects within budgeted costs, scope and time.

• Communicating progress, challenges, and outcomes of transformational initiatives to the executive team and other stakeholders.

• Align portfolio management strategic goals across department business units.

• Building and maintaining relationships with external partners and vendors to support the organization's transformation goals.

• Timely Implementation of priority projects with managed costs.

• Achieved projected benefits attributable to strategic initiatives.

• AXA Gating process (X0 to X4)

• Limited budget, IT prioritization and resource management for people assigned to different projects.
  • Project portfolio management for priority projects with approved budgets

• Project implementation within cost, scope, and time.

• Stakeholder management, project meetings, benefit-cost analysis, regular reporting.

• Stakeholder management, project meetings, benefit-cost analysis, regular reporting.

• Communicating progress, challenges, and outcomes of transformational initiatives to the executive team and other stakeholders.

• Building and maintaining relationships with external partners and vendors to support the organization's transformation goals.

• Monitor Portfolio Management spendings to ensure projects and campaigns are within the approved budget.

• Coordinates with Finance business partner for any budget-related concerns that may arise.

• Managed project portfolio dashboard reports for priority project - progress reports and overall project health.

• Managed project risks to ensure timely delivery of project

• Budget, IT prioritization
  • Overall RYP

• The job involves analyzing revenue drivers, collaborating on customer retention, creating payment habit campaigns, and promoting customer loyalty for long-term relationships.

• Analyzing the drivers of revenue yield performance with detailed precision and intervening as necessary.

• Collaborating with customer retention teams to implement corrective measures when needed.

• Developing campaigns to encourage positive payment habits among customers.

• Promoting initiatives to enhance customer loyalty and ensure long-term relationships.

• Detailed presentations on revenue driver

• In-depth analyses of issues and problems, along with proposed solution

• Identification of short and long-term opportunities to secure future revenue yield performance

• Identification of short and long-term issues with corresponding mitigation plan

• Quality of data, which could lead to inaccurate decision-making and operational disruptions.

• The risk lies in the lack of real-time visibility and control over factors that could impact financial performance, potentially leading to reactive rather than proactive measures and increased vulnerability to financial impacts.
  • 13M persistency metric

• To lead a team to ensure smooth onboarding and appropriate product-to-customer matches, oversee payment protocols, monitor progress, analyze data to drive policy and customer longevity, and forecast general persistency.

• Generation of the driver

• Show projects across all concerned groups and their contribution

• Show forecasting to prepare for interventions if needed.

• Create early indicators.

• Quality of data, which could lead to inaccurate decision-making and operational disruptions.

• Limited understanding of abstract concepts and trends by other groups.

• Limited understanding of abstract concepts and trends by other groups.
  • Cross-Sell APE

• Push for maximizing the current base with cross-sell and upsell efforts.

• Engage customers as they move through their lifecycle to ensure their new needs are met with our products and proposition

• Cross-Sell campaigns ie. HPC

• Upsell-Campaigns ie. CI Rider

• Quality of data, which could lead to inaccurate decision-making and operational disruptions.

• MABI data funnel

• Level of cooperation with Channels - our HPC effort

• Challenges on GI data quality
  • Portfolio performance to achieve KPIs.

• Establishing and monitoring key performance indicators (KPIs) to measure the success of business transformation efforts.

• Identifying areas of improvement and implementing changes to drive growth, increase efficiency, and reduce costs.

• Establishing and regular reviews of per business unit performance.

• Managed Portfolio performance

• Timely actions related to understanding of root causes of portfolio challenges, timely implementation of tactical and long term solutions and other required actions to address challenges.

• Timely reports for lead metrics to ensure incidentals are addressed timely.

• Headcount to build the program and sustain required mechanism for reporting and required feedback processes.
  • Distribution Engagement

• Regular governance with channels for performance and partnership discussion, distributor insights sessions and/or possible study or initiative explorations.

• Creation and release of communication materials to channel

• Increased distributor engagement

• Achievement of distributor activity metrics for orphan or transferred policie

• Attrition, other channel priorities for distributor
  • Portfolio performance to achieve KPIs.

• Establishing and monitoring key performance indicators (KPIs) to measure the success of business transformation efforts.

• Identifying areas of improvement and implementing changes to drive growth, increase efficiency, and reduce costs.

• Establishing and regular reviews of per business unit performance.

• Managed Portfolio performance

• Timely actions related to understanding of root causes of portfolio challenges, timely implementation of tactical and long term solutions and other required actions to address challenges.

• Timely reports for lead metrics to ensure incidentals are addressed timely.

Headcount to build the program and sustain required mechanism for reporting and required feedback processes.

Key Decisions/Dimensions

Decisions

Quantifiable Data Related to Job
  • Decisions that include generating accepted root cause analysis on diagnosing business issues
  • Pinning down long and short term strategies for enabling groups to be guided by
  • Recommendations and decision on projects to be implemented (i.e., prioritization based on business impact, effort needed, etc.)
  • The job involves approving communication strategies, interventions, campaigns, funding, mechanics, presentations, and stories for upper management.
  • Involvement on derivation of business targets and ambition for the next years
  • Benefits realization per project and initiative
  • Productivity metrics
  • Renewal Premiums vs Targets
  • Persistency numbers
  • Cross-sell numbers
  • Engagement metrics for each policy or customer including payment habits, engagement to comms, sales data
  • Employee engagement scores
  • Budget management
  • A bachelor's degree in Actuarial Science, Mathematics or any finance and management related course.
  • Has a strong background in life insurance industry.
  • Business transformation, project management, and risk management
  • Actuarial pricing, product development and management is a plus
Personal Characteristics/Behaviors

Other Requirements
  • Ability to work well with people of all levels within the organization.
  • Strong leadership skills.
  • Able to navigate numbers and translate them to stories and insights
  • Storytelling and slide-ology
  • High degree of professionalism and good business etiquette
  • Detail-oriented
  • Knows the basic marketing principles (Price, Promotions, Place, Process, Product, People, Physical Evidence)
  • Proficient in MS Office applications, especially MS Excel
  • Data Analytics Skills
  • Good Communication Skills (oral and written)
  • Negotiation Skills
  • Analytical Skills
  • People Skills
  • Risk Management Skills
  • Conflict-Resolution Skills
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.