Portfolio Analyst

CXC · makati, metro manila, Philippines

Location
makati
Job Type
Full-time
Posted
June 03, 2026

Job Description

Overview

  • Analyze market trends to identify growth opportunities within the Corporate A&H portfolio
  • Partner with Sales & Marketing to drive client acquisition and retention strategies
  • Support the design and launch of tailored A&H insurance products
  • Track portfolio performance and recommend actions to improve profitability and competitiveness

Client & Partner Management

  • Serve as a key point of contact for corporate clients on A&H policies, claims, and services
  • Build and strengthen relationships with brokers, agents, and distribution partners
  • Deliver product training and ongoing support to clients and partners

Operations & Reporting

  • Ensure accurate and timely processing of policies
  • Collaborate cross-functionally with underwriting, claims, and finance teams
  • Prepare reports and insights on portfolio performance and market trends

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