Insurance Operations Manager
1 day ago
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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