Inforce Portfolio Manager

2 weeks ago

Makati, Philippines AXA Full time

Responsibilities · Manages the renewal premiums of customers from all channels. · Develops programs and processes to encourage engagement and payment, ensuring customer longevity and lifetime value. · Uses both qualitative and quantitative information to derive insights to run the business; fully understands customer motivators and tendencies in relation to our KPIs. · Tracks metrics such as persistency and longevity; identifies drivers and strategies to extend these. · Emphasizes the importance of customer quality for the sustainability of policies. · Maintains awareness of factors affecting persistency, retention, and premium payments. · Identifies strategic initiatives to guide efforts with a macro perspective. · Performs additional tasks including: o Root-cause analysis o Dashboard maintenance and report generation o Presentation and storytelling o Campaign mechanics and tracking, including retail distribution and direct-to-customer projects o Coordinates with Data Analytics to enhance customer insights Key KPIs · Persistency at 13MP onwards · Renewal premium of customers · Product/Brand marketing or actuarial management experience preferred · Strong analytical and project management skills · Excellent communication and stakeholder management skills · Insurance or financial services background is preferred #J-18808-Ljbffr

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