Agency Administrative Officer

• Generate and analyze reports in a weekly and monthly basis

• Monitor the production level of each branch in terms of agency sales to ensure targets are met monthly

• Monitor performance of each agent in a nationwide view

• Discuss/Present the result of report to the sales team nationwide through branch visitation

• Monitoring and improvement of agency sales dashboard in coordination with the strategy and support team

• Prepares Goal Setting Report at the start of the year and check-in reports monthly to be provided to the branches sales team

• Ensures that the data results are translated in to process improvements to

• Implementation of minor process improvements on sales

• Initiate cross functional meeting with other departments involved in the process improvement and make sure that target dates of implementation are met

• Reports project progress to Agency Sales Manager

• Act as a link between the branch sales team and underwriting, claims, operations and other department for large accounts.

• Monitor agency PBR nationwide

• May do quotation and pipeline from time to time in the absence of sales associates in the branches

• Coordinates agency sales events with other departments

• Provide sales quotations for di-rect/walk-in client in the corporate office

• Facilitates end to end process of policy issuance up to delivery of the policy

• Bachelor’s degree is required. Major in finance or business administration is preferable.

• 1-2 years of business experience in an operations support or sales role is highly desirable.

• Ability to work well with people of all levels within the organization

• High degree of professionalism and good business etiquette

• Detail oriented

• Flexible

• Goal-oriented

• Average written and verbal communication skills are essential.

• Maintain highest ethical standards; demonstrate practicality, integrity and respect for others. Promotes diversity and a culture of inclusion.

• Proficient in Microsoft Office

• Communication Skills

• Negotiation Skills

• Presentation Skills

• Planning and Organizing Skills

• Basic software skills with; Microsoft Office (Word, Excel, PowerPoint)

AXA