Branch Insurance Officer (San Fernando, Pampanga)

WHR Global Consulting; San Fernando; On-site; PHP 600,000 - 800,000; Full time

Job summary

A consulting firm is seeking a Branch Insurance Officer in San Fernando, Pampanga. The role involves recruiting, activating, and supporting agents to build a strong agency network. Candidates should hold a Bachelor’s degree and demonstrate prior experience in recruitment or sales. Strong interpersonal and organizational skills are essential for success in this position.

Qualifications

• Proven experience in recruitment, sales, or similar role in insurance or financial services.
• Ability to build rapport and establish trust with agents.
• Attention to detail and ability to manage multiple tasks.

Responsibilities

• Develop strategies for attracting and recruiting agents.
• Conduct outreach activities such as job fairs and online campaigns.
• Facilitate onboarding and provide necessary training to new agents.
• Build and maintain relationships with agents, addressing their concerns.
• Monitor agent performance and provide necessary feedback.

Skills

Interpersonal skills

Organizational skills

Communication skills

Knowledge of laws and regulations

Education

Bachelor's degree in Business Administration, Marketing, Human Resources, or related field

Job description

Overview

POSITION TITLE: Branch Insurance Officer

WORK LOCATION: San Fernando, Pampanga

WORK SETUP: Full-Time, Onsite

SALARY: PHP 35,000

Job Summary

As a Branch Insurance Officer, he will be responsible for identifying, recruiting, and activating agents to represent our organization. His primary goal will be to build a strong network of agents who are motivated, knowledgeable, and aligned with our mission and values. By effectively sourcing, screening, and onboarding agents, he will contribute to the growth and success of our agency.

Duties And Responsibilities

• Agent Sourcing and Recruitment

  Develop and implement strategies to attract potential agents, including advertising, networking, and referrals.

  Identify key talent pools and target demographics for agent recruitment.

  Conduct outreach activities such as job fairs, community events, and online campaigns to attract prospective agents.

• Screening and Selection

  Review applications and resumes to identify qualified candidates.

  Conduct interviews and assessments to evaluate candidates\' suitability for the role of agent.

  Assess candidates knowledge, skills, experience, and alignment with organizational values.

• Agent Activation and Onboarding

  Facilitate the onboarding process for new agents, providing them with the necessary training, resources, and support to succeed in their roles.

  Coordinate orientation sessions to familiarize new agents with our organization\'s mission, policies, products, and services.

  Ensure that new agents are equipped with the tools and information they need to start representing our agency effectively.

• Relationship Management

  Build and maintain strong relationships with agents, serving as their primary point of contact and addressing any concerns or inquiries they may have.

  Provide ongoing support and guidance to agents, helping them to overcome challenges and achieve their goals.

  Foster a positive and collaborative relationship with agents, promoting loyalty and engagement.

• Performance Monitoring and Support

  Monitor the performance of agents and provide feedback and coaching as needed.

  Identify opportunities for training and development to enhance agents skills and effectiveness.

  Recognize and reward agents for their achievements and contributions to the agency.

• Documentation and Compliance

  Maintain accurate records of agent information, including contracts, certifications, and performance evaluations.

  Ensure compliance with relevant regulations and internal policies governing agent recruitment and activation.

Qualifications

• Bachelors degree in Business Administration, Marketing, Human Resources, or a related field.

• Proven experience in recruitment, sales, or a similar role, preferably in the insurance, real estate, or financial services industry.

• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with agents.

• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.

• Knowledge of relevant laws and regulations governing agent recruitment and employment.

Attributes

• Results-Driven: Focused on achieving recruitment targets and activating high-performing agents.

• Relationship Builder: Able to establish and maintain strong relationships with agents and stakeholders.

• Problem Solver: Capable of identifying challenges and finding effective solutions.

• Team Player: Collaborates with colleagues and stakeholders to achieve common goals.

• Adaptability: Adapts to changing circumstances and priorities in a dynamic environment.