Bancassurance Supervisor - Non-Life Insurance (Mandaluyong)

POSITION TITLE: Bancassurance Supervisor - Non-life Insurance

WORK LOCATION: Mandaluyong City

WORK SETUP: Full-Time, Onsite

SALARY: PHP 25,000 – 30,000

Job Summary

As a Sales Officer/Leader (Bancassurance, Agency, Brokers, and Other Distribution Channels), you will be responsible for overseeing our branch office's efficient and effective operation. You will play a crucial role in managing the branch''s day-to-day activities, ensuring customer satisfaction, and achieving business objectives. This role requires strong leadership, excellent communication skills, and a deep understanding of our organization's products, services, and goals.

Functions (duties And Responsibilities)

Branch Operations Management:

– Supervise and manage all branch activities to ensure smooth operations.

– Develop and implement operational policies and procedures.

– Monitor and evaluate branch performance against established targets and take corrective actions when necessary.

– Ensure compliance with company policies, industry regulations, and legal requirements.

Team Leadership

– Recruit, train, and develop a high-performing branch team.

– Provide guidance, coaching, and support to staff members.

– Foster a positive work environment that encourages teamwork, collaboration, and employee growth.

– Conduct regular performance evaluations and goal-setting for team members.

Customer Relationship Management

– Build and maintain strong relationships with existing and potential intermediaries and customers.

– Address customer inquiries, complaints, and concerns in a timely and effective manner.

– Identify opportunities to enhance customer satisfaction and loyalty.

– Monitor customer feedback and implement improvements as needed.

Sales And Business Development

– Develop and execute strategies to achieve branch sales targets and revenue goals in all sales channels (Bancassurance, Agency, Brokers, and Other Distribution Channels).

– Recruit productive agents.

– Identify market trends, customer needs, and competitive intelligence to drive business growth.

– Work closely with the sales team to identify new business opportunities and expand the customer base.

– Develop and maintain partnerships with key clients and stakeholders.

Financial Management

– Prepare and manage the branch budget, ensuring cost-effectiveness and profitability.

– Monitor financial performance, analyze variances, and take corrective actions as necessary.

– Ensure accurate financial reporting and compliance with accounting standards.

Risk Management

– Identify and mitigate risks related to branch operations, compliance, and security.

– Implement and enforce security protocols and safety measures.

– Report incidents and maintain incident response procedures.

Qualifications And Job Skills

– Bachelor’s degree in Business Administration, Management, or a related field (Master's degree preferred).

– Proven experience in a leadership role (at least 3-5 years of supervisory/managerial), preferably in branch management or a related field.

– Strong understanding of the industry, products, and services offered by the organization.

– Excellent leadership, communication, and interpersonal skills.

– Proficiency in financial analysis and budget management.

– Ability to make strategic decisions and drive results.

– Knowledge of relevant regulations and compliance requirements.

– Customer-focused mindset with a commitment to delivering exceptional service.

– Strong problem-solving and decision-making abilities.

– Computer literacy and familiarity with relevant software applications.

– Background or knowledge of non-life insurance.

– Highly organized with attention to detail.

– Ability to multitask, prioritize and deliver results on time under pressure.

– Flexibility to meet continuously changing priorities and challenges.

– Good written and verbal communication skills.

– Ability to work independently and as part of a team.

– Sales and marketing, customer and personal Service, administration and management

– Advanced presentation skills, above par computer skills (use of MS Offices, Information Management System tools).

– Advanced reading and understanding skills required to interpret technical and specialized manuals, and policies.

– People management skills; decision-making skills; above par communication skills;

– Excellent customer management skills; sales management skills; driving skill

Training Required

Foundational training such as Basic Non-life Insurance, advanced courses in Motor, Fire/Property, Marine and Cargo, and Casualty Insurance; Sales Management; Client Management; People Management