Branch Acquisition Officer

OONA Insurance; Muntinlupa; On-site; PHP 500,000 - 750,000; Full time

Job summary

OONA Insurance is seeking a Branch Acquisition Officer to drive bancassurance production across Metro Manila by collaborating with bank broker units and bank Relationship Managers. The role focuses on policy issuance, client engagement, and ensuring timely payments.

The position emphasizes field-work, relationship-building, and achieving branch-level targets through proactive onboarding and training of bank staff, with strong emphasis on compliance and customer service.

Qualifications

• Bachelor’s degree or higher in business, marketing, finance, or related field.
• 3–5 years in bancassurance, insurance sales, or bank-based financial products distribution.
• Experience with bank branches in Metro Manila is a strong advantage.
• Licensed or willing to be licensed as required by the Insurance Commission.

Responsibilities

• Act as primary day-to-day contact between the company and the bank’s accredited broker for retail policy issuance.
• Attend client meetings with bank RMs to present insurance solutions and support closing.
• Monitor premium payments and drive on-time renewals; manage collections trackers.
• Onboard and train bank branches and FI staff; drive referral activity and incentives.
• Own production targets for Metro Manila region and report regional performance.

Skills

Relationship building

Sales orientation

Presentation skills

Training delivery

Follow-up/Account management

Bilingual English/Filipino

Willing to travel

Education

Bachelor’s degree in business/marketing/finance

Job description

The branch acquisition Officer is the company's face on the ground for its bank and financial institution partners across Metro Manila. The role drives retail insurance production through the banca channel by working hand-in-hand with the bank's broker unit on policy issuance, joining the bank's Relationship Managers (RMs) in client meetings, ensuring premium payments are collected and accounts stay current, and continuously onboarding and engaging bank and financial institution employees so they actively refer and sell.

This is a field-intensive, target-driven role. Success is measured by policy production from assigned branches, speed and quality of policy issuance, payment collection rates, and the number of activated, engaged bank frontliners across the region.

Key Responsibilities

1. Bank Broker Coordination & Policy Issuance

• Act as the primary day-to-day contact between the company and the bank's accredited broker for retail policy issuance
• Receive, review, and endorse policy applications and requirements from branches; ensure completeness and accuracy before submission
• Maintain turnaround-time standards for issuance and proactively communicate status to the broker, branch, and client
• Coordinate endorsements, renewals, and cancellations with the broker and internal operations teams

2. Joint Client Engagement with Bank RMs

• Join bank Relationship Managers in client meetings to present insurance solutions, explain coverage, and support closing
• Prepare proposals, quotations, and benefit comparisons tailored to the client's needs ahead of meetings
• Handle client questions on coverage, exclusions, claims process, and payment options with clarity and warmth
• Support after-sales servicing for banca clients: policy delivery, endorsement requests, and claims assistance referrals
• Build trusted relationships with branch managers and RMs so the company becomes their default insurance partner

3. Payment Follow-Up & Account Management

• Monitor premium payments for all policies issued in the region; follow up on pending, lapsed, or overdue payments
• Coordinate with the bank, broker, and clients on payment arrangements, official receipts, and posting issues
• Track renewal due dates and drive on-time renewal payments to protect persistency
• Maintain an updated collections and production tracker; flag at-risk accounts to management early

4. Bank & FI Employee Onboarding, Training & Activation

• Onboard newly assigned branches and financial institution partners: orient staff on products, processes, referral mechanics, and incentives
• Conduct regular product training, refreshers, and huddles for bank frontliners (RMs, branch staff, FI employees)
• Drive referral activity through branch visits, engagement activities, recognition programs, and incentive campaign cascades
• Identify and develop "champions" within branches who consistently produce; re-engage inactive branches
• Cross-sell to bank and FI employees themselves as a customer segment (employee programs, payroll-based offers) where permitted

5. Regional Coverage & Performance Management

• Own production targets for the entire Metro Manila region: premium (GWP), policy count, activation rate, and persistency
• Build and execute a structured branch coverage plan — visit routing, frequency, and priority tiering across NCR
• Submit regular production, pipeline, and activity reports; present regional performance in business reviews
• Gather market and competitor intelligence from the field and feed insights back to Partnerships and Marketing
• Ensure all activities comply with Insurance Commission regulations, bancassurance rules, data privacy, and the bank's internal policies

Key Performance Indicators

• Gross Written Premium (GWP) and policy count vs. regional target
• Policy issuance turnaround time and application completion rate
• Premium collection rate and renewal persistency
• Number of active/producing branches and trained bank/FI frontliners
• Branch visit coverage and joint client meetings conducted

Qualifications

Education & Experience

• Bachelor’s degree in business, Marketing, Finance, or a related field
• 3–5 years of experience in bancassurance, insurance sales, or bank-based financial products distribution
• Experience working with or within a bank branch network in Metro Manila is a strong advantage
• Non-life insurance background preferred; licensed or willing to be licensed as required by the Insurance Commission
• Strong relationship-building skills with the ability to win the trust of branch managers, RMs, and brokers
• Confident presenter and trainer for both small huddles and larger branch sessions
• Organized and persistent in follow-ups — issuance, requirements, and payments don't slip through
• Comfortable with trackers, reports, and basic sales analytics
• Excellent communication in English and Filipino; able to explain insurance simply and warmly

Attributes

• Field-oriented and self-driven; comfortable spending most of the week in branches across NCR
• Service mindset with a sales edge — responsive to partners, persuasive with clients
• High integrity in handling client documents, payments, and confidential information
• Willing to travel daily within Metro Manila; driver's license an advantage