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.