Insurance Operations Manager

1 day ago


BGC Taguig, Philippines ACCPRO International Full time
Role Overview

The Insurance Team Leader will lead a team responsible for insurance sales and client engagement. This role requires collaboration with Finance Account Officers to identify insurance needs for existing clients.

Key Responsibilities:

  • Ensure achievement of team 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.
  • Monitor account performance and continuously seek opportunities to improve efficiency, profitability, and customer retention.

Requirements

  • 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.

Work Arrangement

  • Location: BGC, Taguig
  • Work shift: 8 am - 5 pm
  • Work set-up: Onsite


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