Central Business Preservation Specialist

2 weeks ago

Makati City, National Capital Region, Philippines AXA Full time ₱800,000 - ₱1,200,000 per year
  • Bachelor's degree in business, marketing, or insurance field is preferred
  • Strong interpersonal and communication skills (both verbal and written)
  • Critical thinking skills, analytical, organized
  • Creatively-minded, good at thinking 'outside the box'
  • Ability to analyze business and financial data
  • Proven ability to plan and manage resources
  • Ability to travel when necessary to meet with customers and/or stakeholders and build business relationships
  • Background on product management/marketing, understanding the customer, requirements analysis and competitive analysis
The CBPU Specialist is incharge of providing prompt end to end renewal support to distribution channels with the end goal of promoting customer centric experience thereby contributing to increase in customer retention
 
Responsibilities
 
Frontend engagement with Distributors (and clients in case of direct accounts). This role  includes call outs,  meetings-both virtual or area visitation, complaint resolution, closure of AXA Angel cases and any other renewal management tasks as needed in the entire renewal process.
 
Release of renewables, including renewal audit and salvage of expired policies.
 
Processing of renewal confirmation:
 
Pipelining to book the renewal ensuring requests are booked with TAT
Securing and facilitating approvals from internal stakeholders, such as but not limited to:
  • Transfer of Business
  • UW Negotiation for changes In coverage
  • Creation of Renewal Quote
  •  
    Monitoring and Reporting
     
    Conduit of distributors to backend internal stakeholders, the CBPU officers liaises the distributor requirements to IT, UW, Policy Services, Payments, Compenben and the likes except when cases are part of AXA Angel Matrix where concerns are to be resolved by the concerned Business Units
     
     
    Any other tasks that maybe delegated from time to time
     
     
     
 
 

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.

Please visit for more information.

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.

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