Insurance Team Leader

2 months ago


Taguig, Philippines ACCPRO International Full time

• Collaborate with Finance Account Officers to identify and explore insurance needs for existing clients• Ensure the achievement of the team’s targets, including insurance premiums, commissions, profitability, and client penetration• Implement business development initiatives and marketing programs to drive insurance sales and client engagement• Oversee the entire insurance process, from quotation/proposal generation, placements, and bookings to client servicing and administration of insurance accounts• Ensure seamless execution of insurance transactions while maintaining accurate and efficient processes and procedures• Provide high-quality client servicing to meet client needs and ensure satisfaction throughout the insurance cycle• Ensure all company risks are adequately covered and mitigated, adhering to internal policies and industry standards• Monitor account performance and continuously seek opportunities to improve efficiency, profitability, and customer retentionQualifications• Bachelor’s degree in any related field• 4 years of experience working in a non-life insurance company, brokerage, or agency• 2 years of experience in a supervisory role• Familiarity with AUTO Insurance or HMO is a plus• Must be willing to work full-time on-site in BGC, TaguigWork ArrangementLocation: BGC, TaguigWork shift: 8 am - 5 pmWork set-up: Onsite



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