Bancassurance Supervisor

POSITION TITLE: Bancassurance Supervisor - Non-Life Insurance (Binondo Branch)
WORK LOCATION: Binondo
WORK SETUP: On-site;
SALARY: Php30k to Php35k

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.

RESPONSIBILITIES:
1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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:
• 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 Office, 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
• 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

Candidates with attached CV and relevant experience will be considered for a phone interview.