JOB SUMMARYThe Branch Manager is task is to manage and coordinate activities of the branch office. These include hiring and training staff in performing activities such as selling insurance, processing insurance claims or underwriting. Reviews activity reports of branch staff to insure they have achieved their productions, policies are timely and efficiently released, claims are processed promptly, and collections are credited on time to policy holders. Ensures that collection reports accurately done. Confers with company management in the planning, developing of methods to increase sales, lower costs and obtain greater efficiency. Implements and enforces company policies.
- Contribute to the growth and profitability of the company.
- Proper evaluation of risk, marketing products, recruitment of sales force and administration of the branch.
- Managing, supervising and operating the business affairs of the company at the branch level under the terms, conditions, limitations herein stipulated and subject to the order, instructions, memoranda, circulars and regulations which may be issued from time to time by the company.
- Direct supervision and control of the branch personnel and intermediaries.
- Perform the duties and responsibilities without prejudice to the revocation of said appointment at any time for cause.
- Achieve and/or exceed premium goal of the branch in line with the direction of the company.
- Your territorial jurisdictions covers the area of DAVAO but not limited in this area.
II. Within the limits of given authority, and in consultation and coordination with Head Office Work units, responsible for:
- Organizing a sales force complying with the prescribed number of recruits per year.
- Establishing business connections with private firms as well as financial institutions without violating any law, rules and regulations.
- Implementing the Marketing Program as designed to assist the Branch Operations and over-all promoting the company's image within your area of responsibility.
- DUTIES AND FUNCTIONS
Within the limits of given authority, shall be responsible in:
- Accepting or rejecting applications for insurance on Property, Motor Car, Casualty, Personal Accidents and Marine lines based on existing Underwriting Guidelines and the limit of authority given to you.
- Signing policies, endorsements, renewal documents and other documents upon authority given by the Board or upon delegation by responsible officers.
- Performing such functions as maybe necessary to achieve the fulfillment of duties and responsibilities.
- CLAIMS
Within the limits of given authority, shall be responsible in:
Approving or denying claims based on existing guidelines and the limits of authority stated in the Authority to settle given to you.
Appointing or assigning loss adjusters to attend to reported car or Personal Accident loss.
Approving loss adjustments fees and expenses.
Maximizing subrogation and salvage authority,
Putting into place a managed contractor networks that is geographically located to serve the needs of your clients.
Channeling through Claims Department, all Fire, Motor, Miscellaneous Casualty and complicated Motor Car and Personal Accident claims for assignment to an independent adjuster.
Performing such functions as may be necessary to achieve the fulfillment of your duties and responsibilities.
- Efficiently monitor all transactions related to the acceptance, receiving and receipting of all premiums related to the policies issued by the branch under official invoices and official receipts furnished by the company.
- Validating and approving all branch disbursements.
- Monitor and check reports of Branch Cashier / Branch Assistants on the various reportorial requirements by the Finance Group.
- Oversees compliance of the branch on annual requirements by the BIR and other Municipal Treasurer's Office.
- Monitoring branch collections and ensures that the same are duly deposited on the same day or the next banking day in designated depository bank of the branch. This is done by validating the Daily Collection and Weekly Collection reports being prepared by the Branch Cashier.
- Monitoring compliance of branch in terms of securing annual permits and licenses with the Local Government where the branch is located.
- Monitoring branch premiums receivable and ensure effective collection of accounts within the allowed credit term.
- MANAGEMENT INFORMATION SYSTEM
- Supervise proper operation and maintenance of office computer system such as CPU monitor, keyboard, printer, routers, switches etc. And insure that the network infrastructure is up and running.
- Maintain system logs and report connectivity outages and other identified potential issues with computer systems.
- Responsible for the over-all security of the system. i.e. upkeeping other office intrusions procedures;
- Perform routine basic audits of systems and software updates, patches and other configuration changes as per MIS instruction.
- Maintain user account information and passwords.
- Answer inquiries on reported issues with computer systems.
- HUMAN RESOURCES
- Supervise and control branch operations and staff
- Secure approval on hiring and dismissal of branch staff from higher company authorities.
- Coordinates activities of all branch staff.
- Maintain harmonious working relationship with staff and intermediaries.
- Train and guide staff in accordance with the company guidelines.
- Insure that the staff has a proper and positive attitude towards work.
- Supervises work of employees and conducts performance appraisal of all branch staff.
- Encourages and motivates all branch staff under his supervision to excel in their job.
- ADMINISTRATION
- Secure approval on acquisition of office equipment, renovation of office.
- Forwards to Head Office all forms of contracts for review and signature.
- Signs and approve branch requisitions on forms and supplies.
III. The Branch Manager will operate the branch guided by the following :
- Plan and control the efficient operation of the branch
- Adhere to the reporting system covering scope of operations as to give immediate superior, other work units timely and adequate information and guidance.
- Keep your superiors currently informed of activities and decisions for which they may be held accountable as well as extra ordinary arrangements with clients, intermediaries and government regulatory bodies.
- Exert every effort to establish sound and cordial relations with the clients, intermediaries, government offices, institutions, industry associations and the public in general.
- Direct supervision and control on the company properties as well as official records and documents.
- Ensure that everyone adheres to the policy of the company on the non-printing, non-mimeographing or non-risographing or cause to print of official policy and bonds, invoices, official and provisional receipts, calling cards, cover notes and stationaries of the company. Only the official forms furnished by the company shall be used.
- Maintain harmonious relationship with branch personnel and intermediaries.
- Abide by the existing Company policies and procedures.
Job Type: Full-time
Benefits: - Flextime
Health insurance Opportunities for promotion
Schedule:
Supplemental pay types:
* Performance bonus
Ability to commute/relocate:
- Davao City: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- For us to further assess your application, please answer the pre-qualification questionnaire by clicking this link: https://forms.office.com/r/mJTKFVKd9Y
Education:
Experience:
- Non Life Insurance: 1 year (Preferred)
Language:
License/Certification:
- Driver's License (Preferred)
Expected Start Date: 07/01/2024
