Licensing Specialist

Location PHILIPPINES, Philippines
Experience level Experienced Hire
Job details sector Operational Excellence
Apply before Date not available

Job Purpose


Facilitate the processing of licensing requirements for the timely issuance of Agents’ licenses and provide support in maintaining Distributors’ records.  Job also entails efficient customer service delivery in line with the achievement of Department’s objectives.  


Key Result Areas

  • Processing of licensing requirements for license applications and renewals accurately and within agreed turnaround time
  • Updating of distributor’s records in the systems accurately and within agreed turnaround time
  • Preparation of licensing/manpower reports accurately and within agreed turnaround time
  • System support for all Licensing automation projects, and in the administration of IC’s Licensing
  • Issuance of Clearance to former agents/distributors of the company within agreed turnaround time
  • Maintenance of other licensing-related systems and tools within agreed turnaround time
  • Processing of bank account enrollment
  • Administrative support  to Distribution channels

Major Activities

  Collates and checks agents’ licensing requirements submitted by distributors

  Recording and monitoring of received applications

  Coordinates request for IC examinations, applications of new distributors and yearly renewals(including  preparation of required reports and submission to IC)

  Coordinates with other insurance companies regarding clearance and other necessary documents of new applicants

  Handles correspondence of other insurance companies within turnaround time

  Creates distributor’s records in the systems (AXA eLicensing, IC Enhanced Licensing System)

  Updates the system for reinstatement of auto-terminated distributors, creation of new unit/branch, appointment of leaders, overrides structure, movements such as promotion/demotion & resignation /termination, change of titles/position, transfers, link/delink of unit codes, bank accounts enrolled for compensation, payout, tax rate etc.

  Prepares all licensing related reports (e.g. manpower count, recruitment, reinstatement, movements, terminations, total active, dashboard.)

  Actively participates and coordinates with Digital Transformation Team for all digitization-related activities for licensing;

  Updates Licensing Enhancement and Automation

  Handles and coordinates Distributor’s concerns and queries related to Licensing system

  Engaged in Electronic Licensing projects, integration TO RCMS

  Routes Clearance sheet to concerned units/department

  Issues letter to former distributors for any accountability with the company or issues Clearance, if no accountability

  Activation/Deactivation of account as needed

  Updating of records/contact details as needed

  Generation/Reset of password

  Preparation of file for bank’s use

  Consolidation of payroll tools and submission to the bank for the activation

 Encoding of account number in the company’s system upon bank’s activation

  Maintains distributors’ business files

  Participates in systems testing

  Attends to distributors’ inquiries and concerns






Any business or IT-related course
  • With experience is an advantage
  • Customer- oriented
  • Detail-oriented
  • Highly organized
  • Proficient in MS Office applications, mainly on advanced MS Excel
  • Communication Skills (oral and written)
  • People Skills

  • 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.

    AXA Philippines is one of the largest and fastest growing life insurance companies in the country, offering financial security to more than 800,000 individuals through our group and individual life insurance products.


    AXA has more than 3,000 financial advisers in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.