Branch Insurance Senior Sales Officer

WHR Global Consulting; Manila; On-site; PHP 334,800 - 390,600; Full time

Benefits offered by this job

Performance Bonus

Health Insurance

Job Training

13th Month Pay

Job summary

A leading consulting firm in Manila is seeking a Branch Insurance Senior Sales Officer to manage daily operations and ensure customer satisfaction. The ideal candidate will have a Bachelor's degree in Business Administration and 3-5 years of leadership experience, particularly in the insurance sector. This full-time on-site role offers a salary range of PHP 30,000 – 35,000 and includes benefits such as performance bonuses and health insurance.

Qualifications

• 3-5 years of experience in a supervisory or managerial role, preferably in branch management.
• Background knowledge of non-life insurance.
• Strong understanding of industry products and regulations.

Responsibilities

• Oversee daily operations and ensure customer satisfaction.
• Develop and execute sales strategies to meet branch targets.
• Build strong relationships with customers and intermediaries.

Skills

Leadership

Customer Relationship Management

Sales and Business Development

Compliance Knowledge

Advanced Presentation Skills

Education

Bachelor’s degree in Business Administration or related field

Tools

MS Office

Job description

On-site - Manila 3-5 Yrs Exp Bachelor Full-time

Job Description

As a Branch Insurance Senior Sales Officer (Bancassurance, Agency, Brokers, and Other Distribution Channels), you will be responsible for overseeing our branch office's efficient and effective operation. You will play a crucial role in managing the branch''s day-to-day activities, ensuring customer satisfaction, and achieving business objectives. This role requires strong leadership, excellent communication skills, and a deep understanding of our organization's products, services, and goals.

POSITION TITLE: Branch Insurance Senior Sales Officer

WORK SETUP: Full-Time, Onsite

SALARY: PHP 30,000 – 35,000

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

13th Month Pay

Insurance Health & Wellness

Health Insurance

Company Equipment

Company Equipment

Professional Development

Job Training

Read More

FUNCTIONS (DUTIES AND RESPONSIBILITIES)

Branch Operations Management

• Supervise and manage all branch activities to ensure smooth operations.
• Develop and implement operational policies and procedures.
• Monitor and evaluate branch performance against established targets and take corrective actions when necessary.
• Ensure compliance with company policies, industry regulations, and legal requirements.
• Recruit, train, and develop a high-performing branch team.
• Provide guidance, coaching, and support to staff members.
• Foster a positive work environment that encourages teamwork, collaboration, and employee growth.
• Conduct regular performance evaluations and goal-setting for team members.

Customer Relationship Management

• Build and maintain strong relationships with existing and potential intermediaries and customers.
• Address customer inquiries, complaints, and concerns in a timely and effective manner.
• Identify opportunities to enhance customer satisfaction and loyalty.
• Monitor customer feedback and implement improvements as needed.

Sales and Business Development

• Develop and execute strategies to achieve branch sales targets and revenue goals in all sales channels (Bancassurance, Agency, Brokers, and Other Distribution Channels).
• Identify market trends, customer needs, and competitive intelligence to drive business growth.
• Work closely with the sales team to identify new business opportunities and expand the customer base.
• Develop and maintain partnerships with key clients and stakeholders.
• Prepare and manage the branch budget, ensuring cost-effectiveness and profitability.
• Monitor financial performance, analyze variances, and take corrective actions as necessary.
• Ensure accurate financial reporting and compliance with accounting standards.
• Identify and mitigate risks related to branch operations, compliance, and security.
• Implement and enforce security protocols and safety measures.
• Report incidents and maintain incident response procedures.

QUALIFICATIONS AND JOB SKILLS

• Bachelor’s degree in Business Administration, Management, or a related field.
• Proven experience in a leadership role (at least 3-5 years of supervisory/managerial), preferably in branch management or a related field.
• Background or knowledge of non-life insurance.
• Strong understanding of the industry, products, and services offered by the organization.
• Knowledge of relevant regulations and compliance requirements.
• Ability to work independently and as part of a team.
• Sales and marketing, customer and personal service, administration and management
• Advanced presentation skills, above par computer skills (use of MS Offices, Information Management System tools).
• Advanced reading and understanding skills required to interpret technical and specialized manuals, and policies.

TRAININGS REQUIRED

Foundational training such as Basic Non-life Insurance, advanced courses in Motor, Fire/Property, Marine and Cargo, and Casualty Insurance; Sales Management; Client Management; People Management

Arvin Dollosa HR Officer WHR Global Consulting