Team Leader

Job Summary 

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