Job Summary:

Executes the direction and strategies of the Branches Head through efficient management of the branch's operations & performance.

Job Responsibilities:

Sales:

1. Executes formulated branch-level sales strategies and activities such as the Agency Development & Partnership Initiative, among others, to achieve the branch's targets.
2. Provides guidance and support to Accounts Officer in attaining their individual targets.
3. Aligns with the Accounts Officer to solicit recommendation & feedback regarding products and collaborates with Deputy Branches Head in analyzing collected recommendations & feedback.

Collection Management:

1. Manages overall receivables of the branch within set company standards.
2. Reviews and approves policies for cancellation in compliance with Shared Financials' Collection Guidelines.

Profitability:

1. Manages overall profitability of branch accounts to achieve the branch's profitability targets.
2. Approves claims within their authority limits in compliance with Product's Claims guidelines.
3. Directs the branch's sound selection & acceptance of risks in compliance with the Product's Underwriting guidelines.
4. Utilizes GAE judiciously to keep it in acceptable levels.
5. Analyzes the branch's GAE utilization and collaborates with the Deputy Branches Head in proposing the GAE budget.

Customer Experience:

1. Manages and maintains consistent delivery of branch services for positive customer experience.
2. Maintains strategic relationship with key customers and partners.

Process Management:

1. Monitors the overall efficiency of the branch to ensure that established Service Level Agreements are consistently met. 
2. Monitors the overall compliance of the branch on customer data collection guidelines.
3. Reviews and ensures accuracy of reports prepared by Accounts Officer and/or Accounts Support.
4. Designs and implements an efficient and secure records management process in the branch.
5. Facilitates periodic process reviews with the team and recommends solutions to Deputy Branches Head to address servicing challenges.
6. Leads the implementation of approved process enhancements in the branch.
7. Updates Branch employees on any developments (e.g., new product, product enhancements, new process, process enhancements) advised by Product Managers.

Talent Management:

1. Manages the workforce planning (appropriate structure and jobs), capacity building, and manpower distribution of the branch to execute business strategies.
2. Performs people management functions (such as, but not limited to, hiring standards, onboarding, performance management, talent development, etc.) to direct reports for productivity, growth, & succession.
3. Implements organization culture initiatives in the branch and guarantees consistency with the whole Pioneer Group.

Qualifications:

• A bachelor's degree graduate of any course
• With at least three (3) years of relevant work experience preferably gained from the financial services and/or insurance industry
• At least two (2) years of people management experience
• A Basic Non-Life Insurance Passer with any certification on Non-Life Insurance Intermediate Courses on Underwriting and Claims is preferred

Please refer to job description.