Inforce Portfolio Manager

6 days 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

  • Makati, Philippines myGwork - LGBTQ+ Business Community Full time

    Join to apply for the Inforce Portfolio Manager role at myGwork - LGBTQ+ Business Community 23 hours ago Be among the first 25 applicants Join to apply for the Inforce Portfolio Manager role at myGwork - LGBTQ+ Business Community This job is with AXA Investment Managers, an inclusive employer and a member of myGwork – the largest global platform for...


  • Makati City, National Capital Region, 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...

  • Portfolio Manager

    6 days ago


    Makati, Philippines RCBC Full time

    Company Description Rizal Commercial Banking Corporation (RCBC) is one of the leading private domestic banks in the Philippines. With 60 years of experience in the banking industry, RCBC is a pillar of the community, providing a wide range of financial services to its customers. At RCBC, we continue to innovate and shape the future of our communities,...

  • Portfolio Manager

    2 weeks ago


    Makati City, National Capital Region, Philippines Metrobank Full time

    Job SummaryStudy and development of early engagement framework to ensure active engagement of newly acquired cardholders.Development and implementation of early engagement programs.Proactive monitoring of business KPIs such as activation rate, first usage rate and billings of new to bank cardholders.Development of customer education content to guide newly...


  • Makati City, National Capital Region, Philippines beBeeUnderwriter Full time ₱6,000,000 - ₱8,000,000

    Asset Management ProfessionalWe are seeking a highly skilled and motivated Asset Management Professional to drive value enhancement and operational excellence across our diverse portfolio of commercial properties.Key Responsibilities:Provide asset management support and financial analysis, including preparation of annual business plans, quarterly valuation...


  • Makati City, National Capital Region, Philippines Trends Group, Inc. Full time ₱2,500,000 - ₱5,000,000 per year

    I. PURPOSEThe Service Portfolio Manager is responsible for defining, managing, and evolving the MSP's service portfolio across Managed Security Services, Managed Infrastructure Services, and Consulting Services. The role ensures that all services in the catalog are strategically aligned, market-relevant, cost-effective, and deliverable at scale.The Service...


  • Makati, Philippines RCBC Full time

    Job Summary Responsible for managing and administering retail trust and investment management accounts in accordance with the guidelines set by the client, internal policies, and regulatory restrictions. How will you contribute? Manages and administers a specific set of assigned retail trust and investment management accounts in accordance with the terms and...


  • Makati, Philippines Nityo Infotech Full time

    Location: Makati Work Setup: Hybrid (at least 2x a week onsite) Shift: Night Shift (9PM–6AM or 10PM–7AM) Max Salary: PHP 130,000 Skills Required: -- Current experience with Clarity PM Tool and/or Tableau -- Expertise in project, portfolio, and resource management using Clarity -- MS Excel and MS Project -- Project cost tracking and revenue monitoring --...

  • PORTFOLIO MANAGER

    5 days ago


    Makati, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content Link Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure...


  • Makati City, National Capital Region, Philippines SGS Full time

    Company DescriptionWe are SGS – the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 99,500 employees operate a network of 2,500 offices and laboratories, working together to enable a better, safer and more interconnected world.Job DescriptionAs the...