BDO Insurance - Team Head

at BDO UNIBANK in Philippines
Posted on January 9, 2024
Job details

Responsible for overseeing the marketing and operational activities of assigned team. Ensures productivity of assigned marketing unit through constant coordination with the BBG branches and /or units. Develops and implements team strategies in pursuing business development and in the implementation of processes and procedures in relation to client servicing, sales and collection operations. Duties & Responsibilities
To entertain calls, requests for quotations, endorsements and policies and other inquiries, from clients, insurance companies, other Bank units.
To visit BDO branches to discuss and implement sales strategies and satisfy client servicing requirements.
To provide official progress reports to area/ team heads and region heads, and /or other BDO Units with regard to production results versus budget.
To follow agreed broking procedures and /or specific work instructions in handling new business and renewals.
To assist clients with Accounting or Claims concerns and to coordinate with respective units.
To negotiate with insurance companies the most appropriate terms and conditions to suit the needs of the clients.
To assess potential for organic growth of existing portfolio.
To cross-sell other insurance products to increase production.
To monitor status of accounts in the pipeline and to prepare strategies to secure said accounts.
To review policies issued by insurance companies prior to sending out to clients.
To ensure that policies and endorsements are issued and released to clients within prescribed turnaround time (TAT)
To assist in the monitoring and application of unapplied payments, booking or accounts, transmittal of SOAs and adjustments/cancellation of policies to BDO branches/units or clients.
To prepare the required documentation using the BDOI system such as renewal advice, quotation slip, proposal form, placement slip and covernote.
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		'job_function_id' => null,
		'title' => 'BDO Insurance - Team Head',
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View::_evaluate() - CORE/Cake/View/View.php, line 948
View::_render() - CORE/Cake/View/View.php, line 910
View::render() - CORE/Cake/View/View.php, line 471
Controller::render() - CORE/Cake/Controller/Controller.php, line 948
Dispatcher::_invoke() - CORE/Cake/Routing/Dispatcher.php, line 194
Dispatcher::dispatch() - CORE/Cake/Routing/Dispatcher.php, line 162
[main] - APP/webroot/index.php, line 115
Hiring company

BDO UNIBANK

Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services.
Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.
Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.
Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency.
Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.
Maintains customer confidence and protects bank operations by keeping information confidential.
Home Philippines BDO Insurance - Team Head

Home Philippines BDO Insurance - Team Head

BDO Insurance - Team Head

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Hiring company

BDO UNIBANK

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