The job is primarily responsible for developing business opportunities for the BPI agency banking partner referrals (digital platforms and brick and mortar partners). This includes, scoping, identifying, providing the appropriate insurance programs, building solutions, processes etc needed to deliver the expected financial goals. The role is expected to lead, organize and collaborate with internal and external stakeholders and in partnership with the Agency Banking group of BPI for the implementation and execution of the partnership programs.
The role is also responsible in onboarding and nurturing long term relationship with the referred acquired partners (both digital platform and brick and mortar) from the bank. Works in partnership with the bank to ensure successful implementation of agreed plan, business solutions, customer journeys, strategies and initiatives
Roles and Responsibilities:Performs any or all of the following in various degrees according to the position’s job level:Identify, develop, structure and close complex partnership deals/ programs that are referred by the BPI Agency banking group.Collaborates with BPI’s Agency Banking Segment Division, Partnership Distribution Group and Channels in the development and implementation of life insurance sales, marketing and servicing programs for T1/T2 Channels, Agency Banking.Identifies and pursues opportunities for partner acquisition and innovationLead and take accountability to ensure the proper onboarding and delivery of the acquisition of new partnerships for both digital and brick and mortar models.Work in cross functional teams to ensure business solutions to prospective partners are delivered with clarity on onboarding, building and solutioning of the partnership programEstablish performance standards in monitoring, evaluating sales performance of partners to ensure accomplishment of sales targets and business growthCreate strategies on how to expand product awareness for partners customer bases Ensure thorough knowledge of other partnership related subject matters - insurance, legal, risk & compliance, operational processes, financials, marketing needs.Manage governance (risk and compliance, etc)Provide management with relevant and timely sales report and business sales analysis to ensure delivery of targets and regulatory requirementsConduct regular reports and sales forecasts to various governance bodies and stakeholders (BWC, RCE, bank reportorial body etc)Performs other duties that may be assigned by the superior from time to time
Minimum Job Requirements:Education – Graduate of a business, communications arts,Experience – At least 3- 5 years of relevant work experience in the area of Sales, Business Development insurance tech, corporate partnership platforms, in the life insurance/ bancassurance industry, with at least 3 year experience in a managerial capacity; exposure to corporate solutions sales, partnerships, institutional sales/ distribution are a plusExperience in strategy development with proven capability to lead cross functional teamsAbility to work collaboratively to deliver hight quality outcomeCertifications/licenses –FLMI an advantageSpecial skills - Strategic thinking, basic to advanced analytical Skills, Financial Management Expertise, Relationship Skills, Strong leadership, Organizational/ project management Skills, Communication Skills (English and Filipino), Presentation Skills, Relationship Management Skills, Events Management, People Management Skills, Resource Management Skills, Customer Orientation, Creativity and Negotiation and Problem Solving Skills
Strategic Responsibilities:Lead financial portion of product development and management projects: Provide valuable proposals/counterproposals to channel heads and product management leads regarding product design, positioning, financial viabilities and ensure the accuracy of models being used for pricing exercise.Review of required documents for product/reinsurance filing and approvalMay lead negotiations for simple reinsurance arrangements.Responsible for communicating with head of Product/Pricing/Chief Actuary/Group Office, other internal stakeholders (PIC, operations, channel heads) and external stakeholders (Regulators Reinsurers, Auditors) pricing results and product development and management matters with respect to products/projects being led.Operational Responsibilities:Responsible for end-to-end timely completion of all assigned product development and management requirements of Actuarial; review product development and management deliverables for reasonableness and accuracyResponsible for fulfilment of all audit and control requirements and communication of projects assigned.Review and approve ad hoc task results; lead pricing strategic initiatives. Handle simple demands from different channels.People Management Responsibilities:Manage the overall performance of the team to deliver and meet the KPIs agreed.Coach and provide guidance to Actuarial Pricing Team Minimum Job Requirements:College graduate with at least bachelor’s degree related in Math/StatisticsMinimum of 7 years progressive experience in actuarial field; experience in project management and exposure to people managementMinimum qualification is an Associate of Society of Actuaries or equivalent; near Fellow.Expertise in applied actuarial knowledge and ample understanding of insurance operations/environment.Can effectively communicate actuarial results to actuarial heads and other non-actuarial stakeholdersAbility to negotiate and influence (to some level)
Roles and Responsibilities: Customer Retention: Implement strategies to enhance customer loyalty and minimize attrition. Proactively reach out to unassigned customers to assess satisfaction, address concerns, and generate saved ANP through retention and lapse prevention.Sales Performance: Nurture and convert leads that will be assigned by the team lead. These leads may be sourced from special acquisition campaigns, or untouched existing customer leads. The individual in this role is also expected to reach out to identified cohorts of unassigned customers, conduct needs assessment, and resell relevant products. Sales activities may be performed virtually or face-to-face as may be required by the prospect customer.Product Knowledge: Maintain a thorough understanding of insurance products and services to effectively advise customers and answer queries; continuously attend training programs to stay updated on new products, processes and policies.Relationship Management: Build and maintain strong relationships with existing unassigned customers that have been successfully retained and ensure a personalized and supportive experience to pave the way for future resell opportunities.Prepare performance reports as necessaryPerform other tasks as may be required by immediate supervisor in order to meet operational and/or other requirements
Minimum Job Requirements:Bachelor’s Degree in any courseAt least 2 years' experience in SalesExcellent interpersonal and communication skills (oral and written)Self-motivatedComputer savvy
Roles and Responsibilities:
Implementation/Delivery of the Learning and Performance Development Strategy Works with the BPI AIA Sales Management team and BPI stakeholders to identify and analyse learning needs through a thorough conduct of gap analysis, establish training plans, design training classes and training materials on BPI AIA's products and services.Works with BPI AIA partners to prioritize and schedule training initiatives that meet business objectives aligned with BPI AIA’s strategy on engagement and development.Develop and deploy learning experiences based on the 6D's of Learning - contribute to the definition, design, and development of the instructional design then leading the delivery and driving the learning transfer while continuously deploying the necessary support and documentation.Delivery of training/learning programs & projects with clear and agreed outcomes from stakeholders from the sales organization.Ensure that proper evaluation post-learning performance and use insight and analytics to improve programs & offerings.Support and/or lead programs & projects, with clear and shared commitment from Partnership Distribution leaders.Conducts and leads Onboarding Training Programs for the different sales channels in BPI AIA as well as onboarding programs for BPI stakeholders.Participates in the training rollout of products, platforms, and technology solutions to BPI AIA sales teams and BPI stakeholders.Partners with teams within the Partnership Academy and all BPI AIA support teams to align training and performance development programs with business outcomes.
Ways of WorkingTrain, mentor, develop, and coach BPI AIA sellers and BPI partners.Lead and motivate self and encourage peers and the rest of the PA organization to learn, innovate, challenge, and share information and experiences.Support Partnership Distribution workstreams, projects and engagements to new ways of working.Respond positively and quickly to changes and new direction to support team and organizational goals.
Minimum Job Requirements:
Bachelor’s degree preferably in Business Management and/or Human Resources Management; PsychologyAt least 3 years work experience in a similar industry with extensive knowledge in sales training, facilitation, and management.Background in Finance, Banking, and InsuranceSkills: Presentation/Facilitation, Excellent Communication, Problem Solving & Decision-Making, Coaching & Mentoring, Project ManagementProficient in Microsoft office applications
About the Company
AIA Philippines' is a leading provider of life insurance and wealth management solutions in the country. With a strong focus on customer-centricity and innovation, we are committed to empowering Filipinos to live Healthier, Longer, Better Lives. As part of the AIA Group, one of the largest independent publicly listed pan-Asian life insurance groups, we leverage our global expertise and local market knowledge to deliver exceptional products and services to our customers.
About the Role
As the ECM and Product Management Senior Manager at AIA Philippines', you will play a crucial role in driving the company's growth and customer satisfaction strategies. This full-time position is based in Makati City, Metro Manila. You will be responsible for overseeing the strategic development and management of existing customer relationships and product offerings, ensuring they align with the company's long-term objectives.
Responsibilities
Develop and implement comprehensive strategies to manage and enhance relationships with existing AIA Philippines' customersOversee the design, development and roll-out of new products and services to meet evolving customer needsAnalyze market trends, customer feedback and competitor activities to identify opportunities for product and service improvementsCollaborate with cross-functional teams to ensure seamless integration and delivery of customer-centric solutionsLead a team of talented professionals, providing guidance, mentorship and support to drive their professional developmentMonitor and report on key performance indicators to measure the success of customer management and product initiativesEnsure compliance with relevant regulations, policies and industry best practices Qualifications
Bachelor's degree in Business, Finance, Marketing or a related field; postgraduate qualification is preferred Required Skills
5+ years of experience in a senior customer or product management role within the banking and financial services industryProven track record of developing and implementing successful customer management and product strategiesStrong understanding of the Philippine financial services market, regulations and customer trendsExcellent analytical and problem-solving skills, with the ability to translate data insights into actionable initiativesDemonstrated leadership skills, with the ability to motivate and develop high-performing teamsEffective communication and stakeholder management abilities, with the capacity to influence at all levels
Equal Opportunity Statement
Apply now for this exciting opportunity to join our dynamic team and contribute to the growth and success of AIA Philippines'.
Roles and Responsibilities:
AIA+ Strategic Leadership & Product VisionDefine and own the multi-year strategic roadmap for AIA+, ensuring alignment with corporate objectives, customer needs, and emerging technologies.Lead the transition and change management from legacy systems to new digital platforms. Define the sequence and timing of the transition that ensures minimal disruption and maximum value delivery to both customers and the business.Prioritize features and enhancements using data-driven insights and feedback from users and stakeholders and provide direction to the delivery team within the Digital Customer Tribe.Serve as the primary product evangelist, influencing senior stakeholders and driving consensus across business units in support of the AIA+ Philippines roadmap.
AIA Vitality Platform Development & OptimizationDefine and own a roadmap for AIA Vitality Philippines platform transformation and enhancement, in partnership with the local Vitality program lead and Group Propositions / Vitality.Prioritize features and enhancements using data-driven insights and taking into account business objectives, and provide direction to the delivery teams within Amplify Health, Group Vitality and AIA PH IT.Serve as the primary product evangelist, influencing senior stakeholders and driving consensus across business units in support of investments into the AIA Vitality platform.
Product Development & OptimizationOversee the end-to-end product lifecycle, from ideation to deployment, in partnership with the Digital Customer Tribe (for AIA+), Group Vitality / Amplify Health / local IT (for Vitality) and governance teams.Ensure the platforms remain secure, scalable, and compliant with regulatory standards while delivering best-in-class user experiences.Guide UX/UI teams to create an intuitive and visually appealing customer experience, without much deviation from the base design. He/she must strive to maintain design integrity and elevate customer satisfaction
Customer Engagement & Change ManagementDevelop and execute engagement strategies to increase adoption, usage frequency, and feature utilization.Lead change management efforts to support the migration from offline channels to digital self-service, fostering a culture of digital-first engagement.Define and monitor KPIs such as registration growth, active user rates, and channel migration metrics to inform continuous improvement.
Customer-Centric InnovationCollaborate with the Customer Insights team to translate user feedback and market trends into actionable product enhancements.Benchmark against industry leaders and peers in other BUs to ensure AIA+ and AIA Vitality remain competitive and forward-thinking.
Minimum Job Requirements:
Bachelor’s Degree in any Communications, Business, Marketing, UX Design courses or in any IT-related programAt least 5 years’ experience in digital product management, preferably in insurance, banking, fintech, or a customer facing environmentProven track record in launching and scaling web or mobile customer portals or appsDeep understanding of Agile methodologies, product lifecycle, and digital user experience best practices.Strong Verbal and Written Communication Skills (writing, proofreading, layout and design; and able to present concepts)Strong organizational and planning skills with keen eye for detail and time managementExcellent leadership and stakeholder management skillsSelf-motivated, collaborative, and can work under minimal supervisionStrong negotiation skillsBasic knowledge in Adobe Photoshop or Illustrator, MS Powerpoint or KeynoteWorking knowledge of CMS framework, familiarity with Adobe Experience Manager is an added advantage
Role and Responsibilities:
Propositions DevelopmentDevelops compelling health and wellness propositions to regularly improve the AIA Vitality program with the goal of driving member growth and engagement and to ultimately deliver business value.Spearheads regular AIA Vitality program review, the annual Vitality Pricing Review/PLPM Analysis, and Vitality Experience Study to evaluate program financials and identify areas for improvement.Researches and looks for new trends and developments in health & wellness that may potentially be introduced to customers through the AIA Vitality program.Regularly conducts competitor and industry scan to look for opportunities where AIA can be the thought leader or have the first-mover advantage in the health & wellness space specifically in the insurance industry.Works with Propositions Leads and Product Tribe in integrating AIA Vitality for new product introductions or enhancements.Leads the creation of compelling and value-adding propositions and campaigns anchored on AIA Vitality ecosystem that will result in business growth and impact other key metrices.Conducts customer research and validation to test the viability of the proposition and test if it does meet market needs.Aligns with group and regional counterparts to ensure synergy of propositions and get AIA Vitality best practices from other markets.
AIA Vitality Customer and Distributor Strategy Crafts overall AIA Vitality customer and distributor strategy to meet key metrices aligned with company strategy.Plan out and implement AIA Vitality annual refresh that shall include new propositions, program enhancements, and campaigns.Ensures inclusion of AIA Vitality in the training roadmap of distribution force and training materials/modules are regularly enhanced.Work with distribution channels in developing and implementing campaigns and incentives to drive integrated product sales, enrolment, and engagement.
Member Engagement and Experience
Work with the AIA Vitality Campaigns Consultant in crafting campaigns to drive member engagement.Take necessary steps to make the AIA Vitality customer journey simple and engaging, to drive higher engagement.Identify opportunity areas to enhance the customer experience on the AIA Vitality ecosystem.Work closely with the Proposition Partnerships Principal to ensure selection, onboarding, and integration of compelling partners with lucrative offers that can drive ‘healthy behavior’ and make a difference in customers health journey.Supports in the user acceptance testing (UAT) and give timely feedback so it may be addressed prior deployment.
Launch and Promotion of AIA Vitality Propositions and Offerings
Collaborates and strategizes with different stakeholders to ensure a smooth and effective launch, introduction, and promotion of new and propositions that will drive desired KPIs.Contributes in the setting of KPIs to measure the success of the new proposition.Prepares training materials and conduct train the trainers (TTT) to all training teams.Designs and executes employee promotions and campaigns together with the Human Resources Department to drive awareness and utilization of new offerings.Works with distribution teams on effectively cascading the proposition and new offerings to the entire distribution force and ensuring that is embedded in on-going agency initiatives, events, and promotions. Partners with Brand Marketing and Comms teams in developing comms calendar, overarching campaign, and materials/collaterals to push for awareness and utilization of new proposition/offering.Links with CEG Team to come up with campaigns utilizing AIA Vitality propositions as a hook to further drive business value.
Reporting
Regularly monitors key AIA Vitality metrices and on-going campaigns.Prepares the necessary and regular reports and updates. Provides other reports as requested.Oversee AIA Vitality GOE and ensure spend is within budget
Minimum Job Requirements:
Education – Graduate of a business course (Business Administration, Commerce, Management, Economics, Marketing and Insurance)Experience – An experienced Management, Marketing or Business Development professional, who has built his or her credentials and developed a solid track record with one or more reputable retail, financial services multinationals in the banking, insurance, fund management, or consumer finance sectorCertifications/licenses – MBA, FLMI an advantageSpecial skills - Strategic thinking, Excellent analytical skills, Strong leadership, Skills, Communication skills (English and Filipino), Presentation skills, Relationship Management skills, Campaigns/Events management, People Management skills, Resource Management skills, Customer Orientation, Creativity, In-depth knowledge on use of Microsoft Office and Problem-solving SkillsThe Principal will have experience working with multiple markets in Asia and will possess in depth knowledge of health & wellness space, sales, marketing, propositions, programs, tools and support mechanisms
Roles and Responsibilities:Collaborate with bank partners for the alignment of segment strategies and integration of plans and initiatives. If warranted, manages cross-functional teams in execution.Initiates and finalizes business cases and concept papers and marketing plans related to assigned projects.Support in developing strategies and action plans to achieve the segment-identified business goals as aligned with the overall company directives.Support in driving strategies and plans for customer campaigns and initiatives depending on market need or business requirement.Develops Value Propositions for campaign planning, activities and products. Leads in ensuring that these are cascaded properly to the sales team, internal stakeholders and bank partners.Ensures that product and campaign materials are consistent in messaging, positioning and compliant to the Company’s standards.Gathers marketing intelligence to determine opportunities to innovate and enhance processes and products, identify market trends and propose recommended actions.Provides regular reports on key metrics relevant to the assigned subsegment.Minimum Job Requirements:Graduate of any 4-year college course; Preferably in Business, Marketing or FinanceAt least 2-3 years of relevant work experience in Marketing, Sales, Business Development, Project management, Campaigns, Training in the life insurance/bancassurance industry; banking experience an advantageSpecial skills: design thinking, basic market research, strong communication skills (Oral and Written), analytical and problem-solving skills; high-energy, multi-tasker and can work with aggressive deadlines, able to handle stress well. Presentation Skills, Relationship Management Skills, Events Management, Proficient on MS Office particularly MS Word, Excel and PowerPoint.
Roles and Responsibilities:
Review current state architecture, analyze the gaps of as-is state and define the target Architecture aligning to the over-all Enterprise Architecture vision and roadmap while ensuring the applications and integrations align with the business and growth strategies of AIA.Collaborate with the various stakeholders such as Product Owners, Business Sponsors, Program/Project/Delivery Team (including development team), Infrastructure Team, Data Team, Security Team in defining and/or reviewing the requirements and translate these requirements to architecture designs (application, data, infrastructure, security).Formulate leading edge application technology roadmap providing a source of competitive advantage for AIA, to include harnessing the latest cloud and PaaS / SaaS capabilities.Present architecture changes in Architecture Review Board and getting the change approved in a timely manner prior to execution of Program/Project.Support cloud application architecture and provide guidelines for DevOps and CI/CD.Support forecast of new and emerging technologies to determine suitability for AIA current and future needs, leading the research and evaluation process to ensure the AIA Application Standards adopt the appropriate technologies as they mature.Support application architecture updates based on new/updated Business Cases, Technology Building Permits and Application Exception Requests.Oversee the program/project design and realization of the application architecture within programmes and projects as necessary, ensuring adherence to architecture vision, standards, and policies.Provide guidance and direction to program/project/delivery to ensure solution design and delivery observe standards and guidelines defined
Minimum Job Requirements:
Undergraduate degree in IT, Computer Science or related function mandatorySignificant demonstrable experience working in an IT Technical Architecture or Enterprise Architecture function in a multi-national company or leading management consultancy A deep understanding end experience delivering web applications running on multi cloud environment, Azure is defaultInsurance or financial services industry experience preferredStrong relationship management and influencing skills at a senior level with diverse backgroundsFamiliarity of at least 2 of the following LOMA, ACORD, ARIS modeling, Zachman and especially TOGAF is preferableBroad experience with various technologies and application design and architecture, such as Java, Microservice implementation, API, Containerization (AKS), SQL/NoSQL technologies, while also applying security end-to-end across these technologies.Broad understanding on architecture patterns from cloud, application, security, data.Sound understanding of Project Management methodology, SDLC, Agile, DevOps, Continuous Integration
Roles and Responsibilities:
Customer Listening & Action PlanningOwn and manage the Real time Customer Satisfaction survey for key touchpoints, aligning with AIA Group standards and local market needs. Work with Insights and platform provider / Technology to implement the survey tool. Partner with touchpoint owners to ensure access to survey results, and proper training of team members for analysis and action planning based on results. RCS Listening & Action Loop - Establish a listen-learn-act framework that will enable continuous improvement, by building a discipline around collecting real time customer feedback, discussing survey results and immediately taking action on the comment/s.Facilitate deep-dive analytics of customer feedback, CX and business metrics to surface root causes and opportunity areas. Partner with various stakeholders across different functions to design, develop, and implement action plans to improve the customer and distributor experience.
Customer Experience ImprovementsMaintain and update business-unit level customer journey maps. Ensure that action plans identified and other new initiatives are aligned with the Desired Customer Experience. Ensure that service recovery processes are in place and are effective in addressing negative customer feedback across different sources and touchpoints. Collaborate with Experience Design to bring Human-Centered Design methods and initiatives into the day-to-day operations of the enterprise. Develop and implement internal campaigns to promote and advocate for Customer Experience within the organization. Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements.
Minimum Job Requirements:Bachelor’s degree in business, marketing, or another related fieldAt least 5 years of experience in customer experience, customer insights, or a related role in the insurance or financial services industry.Strong analytical and problem-solving skills.Hands on experience with customer feedback management tools such as NPS and other Customer Metrics. Excellent communication, facilitation, and stakeholder management skills.Passion for improving customer journeys and driving measurable impact.
