Branch Insurance Senior Sales Officer

5 days ago


Manila, Philippines WHR Global Consulting Full time

On-site - Manila 3-5 Yrs Exp Bachelor Full-time Job Description As a Branch Insurance Senior Sales Officer (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. POSITION TITLE: Branch Insurance Senior Sales Officer WORK SETUP: Full-Time, Onsite SALARY: PHP 30,000 – 35,000 Employee Recognition and Rewards Performance Bonus, Incentives Government Mandated Benefits 13th Month Pay Insurance Health & Wellness Health Insurance Company Equipment Company Equipment Professional Development Job Training Read More 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. 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). 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. 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. 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. Proven experience in a leadership role (at least 3-5 years of supervisory/managerial), preferably in branch management or a related field. Background or knowledge of non-life insurance. Strong understanding of the industry, products, and services offered by the organization. Knowledge of relevant regulations and compliance requirements. 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. TRAININGS 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 Arvin Dollosa HR Officer WHR Global Consulting #J-18808-Ljbffr


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