Unit Manager (Insurance)

Teemwork; Metro Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

A leading insurance agency is seeking an Insurance Unit Manager who will oversee a team of insurance advisors. Candidates should possess strong leadership skills and at least 3 years of relevant experience. The role includes recruiting and training advisors, meeting clients to address their insurance needs, and ensuring compliance with industry regulations. The ideal candidate is between 25-35 years old and holds a university degree.

Qualifications

• 25-35 years old.
• Minimum of 3 years experience with each employer.
• Ownership of an in-force individual life insurance policy.

Responsibilities

• Recruit, train, and mentor insurance advisors.
• Discuss insurance needs with clients.
• Assist clients in processing claims.
• Develop strategies to attract new clients.
• Provide ongoing support to existing clients.
• Ensure compliance with industry regulations.

Skills

Leadership

Sales management

Client consultation

Team management

Insurance knowledge

Education

University Degree

Post-graduate education

Job description

Overview

Our client is seeking an Insurance Unit Manager to lead our team of insurance advisors. The ideal candidate will oversee the team, ensuring sales targets are met, and provide clients with expert advice on insurance policies. The role requires a strong leader who can motivate and guide a team to success.

Key Responsibilities

• Team Management:
  • Recruit, train, and mentor insurance advisors.
  • Set sales targets and monitor performance.
  • Implement strategies to achieve business goals.
  • Conduct regular team meetings and performance reviews.
• Client Consultation:
  • Meet with clients to discuss their insurance needs and provide suitable policy options.
  • Explain the features, benefits, and terms of various insurance products.
• Policy Management:
  • Assist clients in processing claims and resolving any issues.
  • Ensure all policy documents are up-to-date and accurately maintained.
• Sales and Marketing:
  • Develop and implement strategies to attract new clients.
  • Achieve sales targets and contribute to the growth of the business.
• Customer Service:
  • Provide ongoing support and advice to existing clients.
  • Address client inquiries and concerns promptly and effectively.
• Compliance:
  • Stay informed about industry regulations and ensure all activities comply with legal requirements.
  • Maintain confidentiality and integrity in all client interactions.

Requirements

• Age: 25-35 years old.
• Educational Attainment:
  • University Degree.
  • Post-graduate education is preferred.
• Married or single with dependents.
• Work Experience:
  • Experience as an entrepreneur/business owner or professional (e.g., accountant, lawyer, engineer).
  • Sales management or supervisory level experience.
  • Experience managing a team.
• Minimum of 3 years with each employer.
• Behavioral Characteristics:
  • Enterprising.
  • Achievement-oriented.
  • People-oriented.
  • Integrity.
• Ownership of an in-force individual life insurance policy.