Insurance Team Manager
2 months ago
Effective leadership is crucial to the success of the Insurance Team. As an Insurance Team Manager, you will oversee the entire insurance process, from quotation and proposal generation to client servicing and administration.
Key Responsibilities
• 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
Qualifications
• 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, Taguig
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