Job Description
Full details about the role and requirements
Yukerja Summary
The Branch Manager role at WHR Global Consulting is curated from Bossjob (category Keuangan & Perbankan). Note the work location (Davao del Sur, Davao, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Job Summary
The Branch Head is responsible for overseeing the efficient and effective operations of the branch. This role ensures operational excellence, drives business growth, manages branch performance, develops high-performing teams, and delivers exceptional customer service. The Branch Head plays a key role in achieving sales targets while ensuring compliance with company policies, industry regulations, and legal requirements.
Key Responsibilities
Branch Operations Management
• Supervise and manage all branch activities to ensure smooth and efficient operations.
• Develop and implement operational policies and procedures.
• Monitor and evaluate branch performance against established targets and implement corrective actions when necessary.
• Ensure compliance with company policies, industry regulations, and legal requirements.
Team Leadership
• Recruit, train, develop, and retain a high-performing branch team.
• Provide coaching, guidance, and support to staff members.
• Foster a positive work environment that encourages teamwork, collaboration, and employee development.
• Conduct regular performance evaluations and goal-setting sessions.
Customer Relationship Management
• Build and maintain strong relationships with existing and prospective intermediaries and customers.
• Address customer inquiries, complaints, and concerns promptly and effectively.
• Identify opportunities to improve customer satisfaction and loyalty.
• Monitor customer feedback and implement service improvements.
Sales and Business Development
• Develop and execute strategies to achieve branch sales and revenue targets across Bancassurance, Agency, Brokers, and Other Distribution Channels.
• Recruit productive insurance agents.
• Identify market trends, customer needs, and competitive opportunities to support business growth.
• Collaborate with the sales team to expand the customer base and generate new business.
• Build and maintain strong partnerships with key clients and stakeholders.
Financial Management
• Prepare and manage the branch budget while ensuring cost-effectiveness and profitability.
• Monitor financial performance, analyze variances, and implement corrective actions.
• Ensure accurate financial reporting and compliance with accounting standards.
Risk Management
• Identify and mitigate operational, compliance, and security risks.
• Implement and enforce security protocols and workplace safety measures.
• Report incidents and maintain effective incident response procedures.
Qualifications
• Bachelor's Degree in Business Administration, Management, or a related field.
• Master's Degree is preferred.
• At least 3–5 years of supervisory or managerial experience, preferably in branch management or a related industry.
• Strong understanding of the organization's industry, products, and services.
• Background or knowledge of non-life insurance.
• Strong leadership, communication, and interpersonal skills.
• Excellent customer relationship management and sales management skills.
• Proficiency in financial analysis and budget management.
• Strong strategic thinking, decision-making, and problem-solving abilities.
• Knowledge of relevant regulations and compliance requirements.
• Customer-focused with a commitment to delivering exceptional service.
• Highly organized with strong attention to detail.
• Ability to multitask, prioritize, and perform effectively under pressure.
• Flexible and adaptable to changing priorities and business needs.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively within a team.
• Proficient in Microsoft Office applications and Information Management System (IMS) tools.
• Advanced presentation, reading, and comprehension skills, including the ability to interpret technical manuals and company policies.
• Valid driver's license and driving skills are an advantage.
Preferred Competencies
• Sales and Marketing
• Customer Service
• Administration and Management
• People Management
• Financial Management
• Strategic Planning
• Decision-Making
• Communication and Presentation
Training Requirements
• Basic Non-Life Insurance Training.
• Advanced training in Motor Insurance.
• Advanced training in Fire/Property Insurance.
• Advanced training in Marine and Cargo Insurance.
• Advanced training in Casualty Insurance.
• Sales Management Training.
• Client Management Training.
• People Management Training.