Policy Services Specialist

1 day ago


Makati City, National Capital Region, Philippines AXA Full time ₱1,500,000 - ₱3,000,000 per year

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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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.

Minimum 2 years working experience in insurance

Background in insurance operational processes

Proficient in MS Office applications

Policy Management Specialist

Ensures on-time and accurate processing of after sales transactions within the agreed service standards and turn around time

•    Document/ update process manuals or other internal guidelines for review and approval of immediate manager

•    Performs accurate and thorough appraisal and evaluation of cases within the designated approval limit. Ensures compliance guidelines are adhered to.

•    Coordinates with concerned units in resolving problems in processing customer's policy transactions. Monitors outstanding items and ensures that they are completed    

•    Recommend improvements on how to address procedural errors, delays and efficiency of service

•    Resolve escalated issues arising from operational decisions; informs manager/superior if issue is of sensitive nature and/or may require coordination with other department / parties

•    Responds to follow-ups and inquiries from various sources in a timely manner. Handles AXA Angel cases as Level 2 and ensures timely closing of escalations.

•     Participates in the User Acceptance Test (UAT) activities and Business Requirements Specification (BRS) preparation for system enhancements, launching of new systems, projects, new product launches, product revamps, campaigns, after sales servicing features of digital assets such as Emma, MABI, SCRM, etc.      

•    Ensures that escalations are addressed in a timely and professional manner.

•    Perform any additional tasks that may be assigned by immediate manager


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