CareerPlan

Corporate Solutions Bancassurance Area Manager

PH-MuntinlupaFull-time2026-10-05 → 2026-11-10

Core

Drive revenue growth for new and renewal business by leading a team in selling Group Insurance products, including Employee Benefits (HMO plans) and Credit Line products, through bank distribution channels.

Role type

Senior IC Bancassurance Area Manager

Builds

Group Insurance products (Employee Benefits, Credit Lines) via bank partnerships

Domain

Insurance / Banking

Required skills

Team leadership, sales strategy development, stakeholder relationship management, business review facilitation, financial literacy program delivery, performance reporting and analysis, training program design

Preferred skills

Experience with IVS (Insurance Value Selling) engagements, knowledge of HMO packaged plans, ability to conduct coaching sessions

Technologies

None stated

Responsibilities

Ensure delivery of revenue and activity targets for new and renewal business; Develop strategies and action plans to meet assigned targets; Conduct business reviews and lead weekly/monthly engagements with bank partner stakeholders; Guide team members in client visits, presentations, and closing activities; Ensure smooth renewal processes and portfolio reviews for cross-sell/upsell opportunities; Submit accurate performance reports and provide recovery plans for lagging figures; Develop and implement training programs for team members and bank partners; Conduct financial literacy wellness sessions for clients

Seniority

Senior, hands-on IC