Team Lead (Non-Life Insurance)

BDO Unibank; Mandaluyong; On-site; PHP 500,000 - 900,000; Full time

Job summary

BDO Unibank invites applications for a leadership role in insurance brokerage. You will ensure that the team hits targets for insurance premiums, commissions, profitability, and market penetration by implementing business development initiatives, marketing programs, and robust processes from quotation to account administration.

On-site in Makati or Ortigas, you will supervise daily activities, drive process improvements, ensure compliance with PPCs and policies, and coach the team to enhance

Qualifications

• Graduate of any 4-year degree course.
• At least 4-7 years' experience in non-life and life insurance brokerage company.
• With good communications skills.
• Must be willing to work ON-SITE in Makati/Ortigas.

Responsibilities

• Business Development: Enhance existing packages, obtain best rates, ensure SLA delivery; broker services with bank counterparts; identify markets and opportunities; ensure targets in premiums, commissions, profitability are met.

Skills

Communication skills

Education

4-year degree

Job description

Responsible for ensuring that the Team's targets insurance premiums, commission, profitability, penetration are met through the implementation of business development initiatives, marketing programs and processes/ procedures from quotation/ proposal generation, placements, booking, client servicing and administration of the accounts while ensuring that bank risks are covered at all times.

Responsibilities

1. Business Development

• Enhancing existing packages and obtaining best possible rates and benefits for new ones; ensuring that SLA in service delivery is met
• Coordinate and maintain good working relationships with bank counterparts to broker services and solutions for the existing base and other untapped base/s as applicable; understand and help find solutions to service issues
• Identify markets and opportunities in the existing base and other possible bank client base; develop and implement strategies for these client bases
• Ensure that targets in premiums, commissions, profitability are met

2. Administrative

• Oversee and supervise the team's day to day activities
• Consistently monitor processes and results, identify areas for improvement, and document and implement process improvements, including any required system enhancement
• Ensure that brokering and operational procedures are followed, including those related to the Unit's function as written in PPCs and company policies and procedures

3. People Development

• Appraise/ coach/ counsel individual and team performance on a periodic and mandatory basis

Qualifications

• Graduate of any 4-year degree course
• At least 4-7 years' experience in non-life and life insurance brokerage company
• With good communications skills
• Must be willing to work ON-SITE in Makati/Ortigas