Branch Head

JOB SUMMARY

Executes the direction and strategies of the Branches Head through efficient management of the branch's operations & performance.

JOB RESPONSIBILITIES

Sales

• Executes formulated branch-level sales strategies and activities such as the Agency Development & Partnership Initiative, among others, to achieve the branch's targets.
• Provides guidance and support to Accounts Officer in attaining their individual targets.
• Aligns with the Accounts Officer to solicit recommendation & feedback regarding products and collaborates with Deputy Branches Head in analyzing collected recommendations & feedback.

Collection Management

• Manages overall receivables of the branch within set company standards.
• Reviews and approves policies for cancellation in compliance with Shared Financials' Collection Guidelines.

Profitability

• Manages overall profitability of branch accounts to achieve the branch's profitability targets.
• Approves claims within their authority limits in compliance with Product's Claims guidelines.
• Directs the branch's sound selection & acceptance of risks in compliance with the Product's Underwriting guidelines.
• Utilizes GAE judiciously to keep it in acceptable levels.
• Analyzes the branch's GAE utilization and collaborates with the Deputy Branches Head in proposing the GAE budget.

Customer Experience

• Manages and maintains consistent delivery of branch services for positive customer experience.
• Maintains strategic relationship with key customers and partners.

Process Management

• Monitors the overall efficiency of the branch to ensure that established Service Level Agreements are consistently met.
• Monitors the overall compliance of the branch on customer data collection guidelines.
• Reviews and ensures accuracy of reports prepared by Accounts Officer and/or Accounts Support.
• Designs and implements an efficient and secure records management process in the branch.
• Facilitates periodic process reviews with the team and recommends solutions to Deputy Branches Head to address servicing challenges.
• Leads the implementation of approved process enhancements in the branch.
• Updates Branch employees on any developments (e.g., new product, product enhancements, new process, process enhancements) advised by Product Managers.

QUALIFICATIONS

• A bachelor's degree graduate of any course
• With at least three (3) years of relevant work experience preferably gained from the financial services and/or insurance industry
• At least two (2) years of people management experience
• A Basic Non-Life Insurance Passer with any certification on Non-Life Insurance Intermediate Courses on Underwriting and Claims is preferred.