Candidate must possess at least a Bachelor’s/College Degree , Economics, Finance/Accountancy/Banking, Business Studies/Administration/Management, Marketing, Commerce or equivalent.
Required language(s): English, Filipino
At least 7 year(s) of working experience in the related field is required for this position.
Can recruit agents and brokers within 5 months
Good in oral and written communication
With a pleasing personality
Friendly and gregarious
Able to work well under pressure
Amenable to do multi-tasking
JOB DESCRIPTION
GENERAL
Contribute to the growth of the Company through the:
– Attainment of sales plan
– Development of new intermediaries
– Recruitment of agents in the key cities and municipalities of the area assigned to you
Contribute to the profitability of the Company.
Perform the duties and responsibilities without prejudice to the revocation of said appointment at any time for cause.
TASKS:
Assist in the development of business plans related to the unit’s business, which include Brokers’, Direct & Special Accounts business, and oversee & ensure implementation of these plans. Develop a clear plan for subordinates to follow.
Supervise & develop personnel under the unit. Identify personnel requirements. Develop and implement personnel development programs.
Recruitment of new brokers & agencies.
Develop and/or approve and/or prepare insurance quotations and proposals.
Oversee & monitor renewal of existing unit’s business.
Solicitation of new business from the intermediaries handled by the unit.
Field visitation of intermediaries under the unit.
Assist intermediaries under the unit.
Prepare or sign requests for Action Slips for policies, endorsements, issuance and inspection.
Ensure that the unit maintains an effective filing system.
Ensure that all policy documents are issued and delivered on a timely basis.
Facilitate collection of accounts handled by the unit.
Facilitate the early settlement of claims.
Perform other tasks that may be assigned by my immediate supervisor.
OTHER DUTIES:
– Setting goals for performance and deadlines in ways that comply with the company’s plans and vision.
– Assisting with developing New Businesses and Potential agents, agencies and brokers.
– Prepares placement of all types of insurance lines to underwritings and submit proposal/s to clients/ agents and explain the coverage.
– Regular scheduling of client meetings, consultations, and negotiations with underwritings about the risks exposure for acceptance
– Following the workflow, organized by the team and ensuring that each understands their duties or delegated tasks.
– Managing the Renewal and New Business for the assigned accounts
– Prepares placement of all types of insurance lines to underwritings and submit proposal/s to clients/ agents and explain the coverage.
