Team Leader

Responsible for ensuring that the Teams 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

• 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
• Administrative
• Oversee and supervise the teams 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
• 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
  
  

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. Requisition ID: 24909

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