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
Qualifications
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
AXA
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
Qualifications
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
AXA
Other Info
Makati City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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AXA
About the company
AXA jobs
Makati City, Metro Manila

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About the company
AXA jobs
Makati City, Metro Manila