Bancassurance Supervisor

Overview

Bancassurance Supervisor - Non-Life Insurance (Mandaluyong)

Position title: Bancassurance Supervisor - Non-life Insurance
Work location: Mandaluyong City
Work setup: Full-Time, Onsite
Salary: PHP 25,000 – 30,000

Job Summary: As a Sales Officer/Leader (Bancassurance, Agency, Brokers, and Other Distribution Channels), you will be responsible for overseeing the 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 the organization’s products, services, and goals.

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 targets and take corrective actions; ensure compliance with company policies, industry regulations, and legal requirements.
• Team Leadership: recruit, train, and develop a high-performing branch team; provide guidance, coaching, and support to staff; foster a positive work environment; conduct regular performance evaluations and goal-setting.
• Customer Relationship Management: build and maintain strong relationships with intermediaries and customers; address inquiries, complaints, and concerns; identify opportunities to enhance satisfaction and loyalty; monitor feedback and implement improvements.
• Sales and Business Development: develop and execute strategies to achieve branch sales targets and revenue goals across all channels; recruit productive agents; identify market trends and opportunities; collaborate with the sales team to expand the customer base; maintain partnerships with key clients and stakeholders.
• Financial Management: prepare and manage the branch budget; monitor financial performance and variances; ensure accurate financial reporting and compliance with accounting standards.
• Risk Management: identify and mitigate risks related to branch operations, compliance, and security; implement security protocols and safety measures; report incidents and maintain response procedures.

Qualifications and Job Skills

• Bachelor’s degree in Business Administration, Management, or a related field (Master’s degree preferred).
• 3-5 years of supervisory/managerial experience, preferably in branch management or 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 regulations and compliance requirements.
• Customer-focused mindset with 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 and deliver on time under pressure; flexibility to adapt to changing priorities.
• Good written and verbal communication skills; ability to work independently and as part of a team.
• Sales, customer service, administration, management; advanced presentation and MS Office skills.

Training 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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Management and Manufacturing

Industries

• Human Resources Services

Note: This description focuses on the Bancassurance Supervisor role and its responsibilities and qualifications. Referrals and similar job prompts have been removed for clarity.

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