Customer Retention Specialist
Content + Source + Freshness • 18 Dec 2025 • 95% confidence
Offer value
Moderate value due to the stable nature of customer retention in insurance but limited in career advancement opportunities.
- Stable job focused on customer satisfaction
- Meaningful role, improving customer retention
- Supportive environment with training opportunities available
Pros
- Stable employment in a growing insurance sector
- Focus on customer service with a meaningful impact
- Supportive work environment with training opportunities
Cons
- Limited advancement potential compared to more dynamic roles
- Repetitive tasks focused primarily on customer interactions
- Potentially high call volumes leading to stress
Who it's for
Entry to Mid-Level • On-site in Makati
Good fit
- Entry-level candidates with a focus on customer service
- Individuals valuing stable and supportive work culture
- Professionals eager to improve customer relationships
Not recommended for
- Job seekers looking for dynamic or leadership roles
- Candidates not interested in routine client interactions
- Individuals preferring remote working conditions
Motivation fit
Key skills
About the job
The role will be responsible for:
• Initiates outbound callout to customers requesting for Full/Partial withdrawals
• Attends to customer’s queries during outbound calls
• Provides alternative solutions to customers instead of surrendering their policies
• Assisting policy owners with after-sales requests, if necessary
• Inform clients on TAT, processes, compliance documents, and pending requirements, if applicable
· College graduate
· Any 4-year course; preferably a Business Degree or related course
· Minimum of 2-year experience in a Life Insurance Industry, Customer Service, Financial or related field
· Has experience using multiple/non-traditional channels in customer servicing (outbound call outs, chat, etc.)
· Passionate for Customer Focus
· Excellent interpersonal and negotiating skills/ effective communicator.
· Preferably knowledgeable in Life Insurance and VUL products and processes
Please visit www.axa.com.ph/careers for more information.
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.
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.
