Team Leader

BDO Unibank; Makati; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

BDO Unibank is seeking a Team Leader to drive growth and profitability for the assigned team in Makati/Metro Manila. The role focuses on expanding the portfolio, strengthening client relationships, and ensuring effective sales, servicing, and operational processes within the Institutional Banking Group.

The position emphasizes leadership, compliance, and high-quality client service across insurance, risk management, and related banking activities.

Responsibilities

• Drive growth and profitability of the team by expanding the business portfolio.
• Develop, maintain, and manage a robust pipeline from new and existing clients.
• Coordinate with IBG counterparts and other Bank units to execute sales strategies.
• Lead negotiations with clients and insurers to secure favorable terms.
• Lead, mentor, and coach team members to achieve objectives and service quality.
• Ensure timely reporting of pipeline status, opportunities, and performance.

Job description

Job Description:

Job Mandate

The Team Leader is responsible for driving the growth and profitability of the assigned team or business unit by developing and expanding the business portfolio, strengthening client relationships, and ensuring effective implementation of sales, servicing, collection, and operational processes. The role also ensures that the Banks financial, operational, and reputational interests are safeguarded at all times while delivering exceptional service to clients and business partners.

Key Responsibilities

A. Business Development and Account Management (50%)

• Achieve the premium and commission targets of the assigned team while maintaining expenses within approved budgets and adhering to company policies, regulatory requirements, and governance standards.
• Develop, maintain, and manage a robust pipeline of business opportunities from new and existing clients, referrals, and accounts assigned through the Institutional Banking Group (IBG) Account Distribution List.
• Ensure client and Bank requirements are addressed promptly and coordinated with the appropriate team members.
• Foster strong working relationships with IBG counterparts and other Bank units to develop and execute sales strategies and enhance client servicing initiatives.
• Maximize business opportunities through account reviews, portfolio analysis, proactive business development, and cross-selling of insurance products and solutions.
• Ensure timely renewal of all policies and retention of existing accounts.
• Strengthen client relationships through regular engagement, account visits, market updates, risk advisories, and high-quality customer service.
• Conduct client and Bank partner presentations, orientations, and product briefings covering insurance solutions, risk management, and claims processes.
• Adhere to established broking procedures and operational guidelines in handling new business and renewal accounts.
• Provide regular updates and performance reports to IBG Units, Team Heads, and Relationship Managers regarding pipeline status, business opportunities, and production performance against targets.
• Perform other duties and responsibilities as assigned by Management.

B. Account Administration, Placement, Collections, and Claims Management (30%)

• Lead negotiations with insurance providers and internal support units to secure optimal terms, conditions, and solutions that meet client requirements.
• Ensure the accurate preparation, review, and timely issuance of all account-related documents, including quotations, proposals, placements, cover notes, Statements of Account (SOAs), policies, endorsements, and renewal notices.
• Coordinate with Marketing, Operations, Technical Support, and insurers to effectively address client concerns and service requirements.
• Oversee and facilitate the prompt and satisfactory resolution of client claims in coordination with the Claims Unit.
• Ensure efficient management and timely disposition of accounts, including collections, credit term monitoring, cancellations, reconciliation items, unapplied payments, and refunds, in accordance with company standards and performance metrics.
• Ensure accurate account booking and proper recording of transactions.
• Escalate significant issues, operational concerns, and critical account matters to Management and/or Bank counterparts for immediate action and resolution.
• Perform other duties and responsibilities as assigned by Management.

C. Reportorial, Compliance, and Administrative Functions (10%)

• Ensure timely submission of management, regulatory, and internal reports required by the Company and the Bank.
• Maintain organized and up-to-date electronic and physical records for efficient documentation, retrieval, and audit readiness.
• Support audit activities by ensuring compliance with audit requirements and providing complete and timely responses to inquiries.
• Contribute to the development, implementation, and monitoring of Risk Control and Self-Assessment (RCSA) programs and related action plans to mitigate operational risks and strengthen internal controls.
• Perform other duties and responsibilities as assigned by Management.

D. Leadership, Training, and Talent Development (10%)

• Pursue continuous professional development through participation in internal and external learning programs, certifications, and special projects.
• Lead, motivate, mentor, and coach team members to achieve business objectives, improve productivity, and maintain high-quality service standards.
• Identify capability gaps and recommend appropriate training, development, and succession plans for team members.
• Foster a culture of accountability, collaboration, performance excellence, and continuous improvement within the team.
• Perform other duties and responsibilities as assigned by Management.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

Requirements: