Sales Team Leader (Non-life Insurance)

BDO Unibank; Metro Manila; On-site; PHP 670,000 - 1,004,000; Full time

Job summary

BDO Unibank, Inc. is seeking a seasoned professional to develop and grow the business portfolio for the assigned team, focusing on sales, client servicing, and collections.

The role requires maintaining an active pipeline, ensuring timely renewals, and protecting both bank and client interests through proactive service. The candidate will negotiate with insurers, coordinate with other bank units, and oversee claims resolution, ensuring high levels of customer satisfaction while meeting budgets

Qualifications

• College graduate.
• At least 5–7 years' experience in account management, preferably as a Team Leader, Account/Sales Manager or Account/Sales Officer in a non-life Insurance company, brokerage or agency.
• Must be willing to work onsite and be assigned in Ortigas.

Responsibilities

• Develop and grow the business portfolio for the assigned team or unit.
• Maintain an active and healthy pipeline of accounts and ensure bank and client requirements are met.
• Negotiate terms with insurers and other units; oversee claims resolution and account booking.
• Provide regular progress reports and ensure timely renewals and high levels of service.
• Lead training and career development for team members and participate in sales strategies.

Skills

Account management

Leadership

Client relationship

Education

College graduate

Job description

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

Responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures relation to sales, client servicing, and collections. Also responsible for ensuring that bank interests (financial or reputational) are likewise well-protected.

Key Responsibilities

A. Business Development and Account Maintenance

• 1. Responsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations.
• 2. Responsible in developing and maintaining an active and healthy pipeline of accounts.
• 3. Ensure bank and client requirements are attended to and acted upon by appropriate members of the team.
• 4. Communicate regularly with IBG Combank counterparts and other bank units to formulate, agree and implement sales strategies, and satisfy client servicing requirements.
• 5. Maximize the business relationship with bank counterparts and clients by assessing accounts and identifying opportunities for new business and organic growth, and cross‑selling other insurance products to address client's needs, contribute to production and grow the existing business portfolio.
• 6. Ensure that all policies are renewed on time.
• 7. Strengthen business relationships with clients by constant communication (i.e. providing market updates, disaster alerts), visits and providing the highest level of customer service.
• 8. Conduct product presentations or orientation on topics ranging from insurance coverage to claims handling for client or bank counterparts.
• 9. Follow agreed broking procedures and/or specific work instructions in handling new business and renewals.
• 10.Provide regular progress reports to IBG Combank Unit and Team Heads and Account Officers with regards to the status of accounts in the pipeline as well as unit/team/AO performance versus budget.

B. Account Administration

• 1. Lead in negotiations with insurance companies and other BDOI units for the most appropriate terms and conditions to suit the needs of the client (when applicable or necessary).
• 2. Ensure that standard documentations are reviewed, prepared correctly and sent out to appropriate parties in a timely manner.
• 3. Lead the collective effort of marketing and operations units (and insurers, if necessary) in serving client concerns and requirements.
• 4. Oversee the satisfactory resolution of claims of clients from assigned market, in coordination with Claims Unit.
• 5. Ensure that the team disposes accounts promptly and kept within the company standards.
• 6. Ensure correct booking of accounts.
• 7. Elevate issues and critical matters to immediate superiors and/or bank counterparts for appropriate attention/action/intervention.

C. Reportorial and Administrative Requirements

• 1. Ensure submission of regular Mancom and internal (Combank) reports on a regular basis.
• 2. Ensure the good order of files and policy documents for proper organization and easy reference.

D. Training and Career Development

• 1. Ensure continuous personal capability development by participating in both in‑house and external trainings / projects.
• 2. Motivate, coach and counsel team members in aid of meeting the budgets, improving and sustaining high work quality.
• 3. Identify and send team members to appropriate training and development programs.

E. Perform other duties as may be assigned by the immediate superior or senior management from time to time.

Qualifications

• College graduate
• At least 5-7 years' experience in account management, preferably as a Team Leader, Account/Sales Manager or Account/Sales Officer in a non-life Insurance company, brokerage or agency.
• Must be willing to work onsite and be assigned in Ortigas.