Corporate Solutions Bancassurance Area Manager

AIA; Naga; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

AIA seeks a results-driven manager responsible for revenue delivery from new and renewal business and for achieving the team's activity targets. You will ensure regular reporting, planning and metrics to monitor performance and deliver results through our distribution channels for Group Insurance products, including Employee Benefits such as HMO and Credit Line plans.

Lead bank partner engagements, conduct weekly and monthly reviews, coach BSEs, guide client visits and closing activities, and

Responsibilities

• Ensure delivery of targets assigned to the team.
• Develop strategies for how the team will meet the targets with action plans and tactics.
• Conduct proper deployment for newly onboarded BSEs.
• Provide JFW and coaching sessions with BSEs monthly.
• Build relationships with bank Division Managers, Area Managers and COR/BPRM.
• Conduct business reviews and lead weekly/monthly engagements with bank partner stakeholders.
• Guide BSEs in visits, presentations and closing activities.
• Ensure smooth renewal process of EB accounts following 90-60-30 process and portfolio reviews for cross-sell/upsell.
• Ensure timely submission of accurate reports and provide analysis including recovery plans.

Job description

Job Description:

Build a healthier and more sustainable future for everyone.

At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities.

Join us to shape what comes next, grow through new experiences and extend your impact across Asia.

About the Role

Responsible for delivery of revenue from new business and renewal business and activity targets assigned to his/her team. Ensure that all performance, revenue and activity metrics needed to track, monitor and deliver the targets are institutionalized though regular reports, meetings and planning activities,

Responsible for the assigned team’s new business and renewal growth premium for our Company from the sale of Group Insurance products including but not limited to Employee Benefits such as HMO packaged and customized plans and Credit Line products through the Company’s established distribution channels. This also includes IVS sales thru worksite and financial literacy engagements with existing and prospective EB clients and other activities.

• Ensure delivery of targets assigned to the team. Targets include both revenue for new business and renewal and activity goals needed to deliver the former
• Develop strategies for how he and his team will meet the assigned targets with the appropriate action plans and tactics cascaded to the team members.
• Conduct proper 15 day deployment for newly onboarded BSEs
• Ensures JFW and coaching sessions with each BSE per month and on a regular session depending on the need.
• Build relationship with the bank’s Division Managers, Area Managers and Corporate Relationship Manager/ Business Banking Relationship Manager assigned to him or his team.
• Conduct business reviews,and lead weekly and monthly engagements with Bank parter stakeholders. Facilitate and lead target shooting and strategy activities with bank partner stakeholders for target achievement
• Guide and provide assistance to the BSEs visits, presentations and closing activities.
• Ensure proper and smooth renewal process of the EB accounts in team’s portfolio following the 90. 60. 30 process and ensure a proper portfolio review that leads to cross sell/ upsell or enhancement of benefits.
• Ensure the prompt and timely submission of accurate reports to immediate superior and provide analysis for each report to include recovery plan should figures lag behind assigned targets.
• Develop and implement training and development programs for members of his/her team as well as bank partners
• Conduct financial literacy wellness sessions on per need basis for wellness engagements with existing and prospective EB clients geared toward IVS selling.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.