Head of Policy Retention & Persistency Management

Head of Policy Retention & Persistency Management Location: Taguig (BGC) Work Setup: Onsite Schedule: Morning Shift Role Overview We are seeking a strategic leader to drive revenue retention and client conservation initiatives focused on preserving in-force business, minimizing preventable attrition, and strengthening long-term client value. This role will lead enterprise-wide programs aimed at improving retention, enhancing customer engagement, and optimizing continuity across at-risk client segments. Key Responsibilities Retention Strategy & Revenue Protection Develop and execute strategies to protect recurring revenue and improve customer retention Identify risk areas contributing to lapses, churn, or disengagement and implement mitigation plans Build long-term conservation roadmaps to strengthen client lifetime value Operational Excellence Oversee daily execution of retention and conservation initiatives, including proactive client outreach and recovery efforts Establish performance targets, KPIs, and measurable success metrics Improve operational workflows to increase efficiency and effectiveness of conservation programs Customer Lifecycle Management Design engagement programs for reassigned, underserved, and high-risk customer segments Drive initiatives that improve customer reachability and strengthen continuity ownership Enhance customer journey touchpoints to improve loyalty and retention outcomes Cross-Functional Collaboration Partner with sales, customer service, operations, marketing, and technology teams to embed retention-focused practices Improve advisor participation and engagement in conservation initiatives Ensure alignment across teams to deliver seamless customer experiences and sustainable revenue preservation Qualifications Bachelor’s degree in Business, Finance, Marketing, or related field 10+ years of leadership experience in retention, customer lifecycle management, business strategy, or revenue management Proven track record in driving customer retention and revenue preservation initiatives Strong strategic thinking and analytical capability Excellent leadership, stakeholder management, and influencing skills