Inforce Portfolio Manager

5 days ago

Makati, Philippines myGwork - LGBTQ+ Business Community Full time

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This job is with AXA Investment Managers, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Responsibilities

  • Manages the renewal premiums of customers from all channels
  • Develops programs and processes to encourage engagement and payment, ensuring longevity and customer lifetime value
  • Uses both qualitative and quantitative information to derive insights to run the business and should fully understand the customers' motivators and tendencies in relation to our business KPIs
  • Tracks the metrics of persistency and longevity and identifies drivers and ways to extend this.
  • Puts forward the agenda and importance of customer quality for the sustainability of the customer and their policies
  • Good ear on the ground to know factors pertaining to persistency and retention as well as premium payments
  • Identify big plays and strategies so all efforts are guided by a macro view
  • Does the following as well:
  • Root-cause analysis
  • Dashboard maintenance and report generation
  • Furnishing presentation and storytelling
  • Generate mechanics and tracking of campaigns (may include Retail Distribution as well as direct-to-customer projects)
  • Maintains coordination with Data Analytics to enrich what we know of our base
Key KPIs Please visit for more information.
  • Persistency at 13MP onwards
  • Renewal Premium of Customers
  • Product/Brand Marketing or Actuarial Management
  • Strong analytical and project management skills
  • Strong communication and stakeholder management skills
  • Insurance or financial services background is preferred
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. Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Investment Management

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