Broker Relations & Policy Operations Manager

Alliedbankers Insurance Corporation; Pasay; On-site; PHP 300,000 - 420,000; Full time

Job summary

A financial services company in the Philippines is looking for a candidate to manage relationships with brokers, ensure correct computation of premiums, and prepare production reports. The role involves regular visits to brokers and monitoring of expiring accounts. The ideal candidate will assist in the implementation of new plans and ensure compliance with policies and procedures. Strong organizational and communication skills are essential for success in this position.

Responsibilities

• Regular visitation to assigned brokers for relationship maintenance and new business solicitation.
• Check proposals for correctness and completeness prior to broker submission.
• Ensure correct computation of premiums for policies before ticketing through CRM.
• Prepare monthly production reports for submission to Division Head.
• Monitor weekly production to meet budget goals.

Job description

A financial services company in the Philippines is looking for a candidate to manage relationships with brokers, ensure correct computation of premiums, and prepare production reports. The role involves regular visits to brokers and monitoring of expiring accounts. The ideal candidate will assist in the implementation of new plans and ensure compliance with policies and procedures. Strong organizational and communication skills are essential for success in this position.