Head of Policy Retention

Location: Taguig City
Work Setup: On-site
Work Schedule: Monday to Friday
Employment Type: Full-time

AVP / SVP / Head / C-level / Executive

About the Role

We are looking for a strategic Head of Policy Retention to lead initiatives that improve policy persistency, reduce customer lapses, and maximize long-term client value. This role will oversee policy conservation programs, customer engagement strategies, and operational improvements while collaborating with cross-functional teams to strengthen customer relationships.

Key Responsibilities

• Develop and implement enterprise-wide policy retention strategies.
• Lead initiatives focused on lapse prevention, reinstatement, and client engagement.
• Monitor policy persistency and retention performance using KPIs and analytics.
• Collaborate with Distribution, Operations, Marketing, Technology, and Finance teams.
• Drive operational excellence and continuous process improvements.
• Lead and develop a high-performing conservation team.

Qualifications

• Bachelor's degree in Business, Finance, Insurance, Marketing, or a related field.
• At least 10 years of experience in insurance operations, policy administration, customer retention, or related functions.
• Minimum 5 years of leadership experience.
• Strong knowledge of policy persistency and customer lifecycle management.
• Excellent leadership, analytical, and stakeholder management skills.