Area Sales Head

Fortune General Insurance Corporation

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Performance Bonus

Accidental Death & Dismemberment Insurance, Dental Insurance, Disability Insurance, Health Insurance, Life Insurance, HMO

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The Area Sales Head is task is to manage and coordinate activities of the branch office. Reviews activity reports of branch staff to insure they have achieved their productions, policies are timely and efficiently released, claims are processed promptly, and collections are credited on time to policy holders. Ensures that collection reports accurately done. Confers with company management in the planning, developing of methods to increase sales, lower costs and obtain greater efficiency. Implements and enforces company policies.

I. MAJOR RESPONSIBILITIES

1. Contribute to the growth and profitability of the company.

2. Proper evaluation of risk, marketing products, recruitment of sales force and administration of the branch.

3. Managing, supervising and operating the business affairs of the company at the branch level under the terms, conditions, limitations herein stipulated and subject to the order, instructions, memoranda, circulars and regulations which may be issued from time to time by the company.

4. Direct supervision and control of the branch personnel and intermediaries.

5. Perform the duties and responsibilities without prejudice to the revocation of said appointment at any time for cause.

6. Achieve and/or exceed premium goal of the branch in line with the direction of the company.

7. Your territorial jurisdictions covers the area of SAN PABLO but not limited in this area.

II. Within the limits of given authority, and in consultation and coordination with Head Office Work units, responsible for:

1. Organizing a sales force complying with the prescribed number of recruits per year.

2. Establishing business connections with private firms as well as financial institutions without violating any law, rules and regulations.

3. Implementing the Marketing Program as designed to assist the Branch Operations and over-all promoting the company’s image within your area of responsibility.

DUTIES AND FUNCTIONS

UNDERWRITING

Within the limits of given authority, shall be responsible in:

1. Accepting or rejecting applications for insurance on Property, Motor Car, Casualty, Personal Accidents and Marine lines based on existing Underwriting Guidelines and the limit of authority given to you.

2. Signing policies, endorsements, renewal documents and other documents upon authority given by the Board or upon delegation by responsible officers.

3. Performing such functions as maybe necessary to achieve the fulfillment of duties and responsibilities.

III. The Branch Manager will operate the branch guided by the following :

1. Plan and control the efficient operation of the branch

2. Adhere to the reporting system covering scope of operations as to give immediate superior, other work units timely and adequate information and guidance.

3. Keep your superiors currently informed of activities and decisions for which they may be held accountable as well as extra ordinary arrangements with clients, intermediaries and government regulatory bodies.

4. Exert every effort to establish sound and cordial relations with the clients, intermediaries, government offices, institutions, industry associations and the public in general.

5. Direct supervision and control on the company properties as well as official records and documents.

6. Ensure that everyone adheres to the policy of the company on the non-printing, non-mimeographing or non-risographing or cause to print of official policy and bonds, invoices, official and provisional receipts, calling cards, cover notes and stationaries of the company. Only the official forms furnished by the company shall be used.

7. Maintain harmonious relationship with branch personnel and intermediaries.

8. Abide by the existing Company policies and procedures.

With at least three (3) or more years of experience in Non Life Insurance or in Sales as Sales Head

Sales Strategy and Management Key Account Management Organization Skills

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ALMA ROSE MOSQUERA

HR Supervisor Fortune General Insurance Corporation

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