Identify 5-6 major accountabilities of the job (not the employee). Describe these accountabilities by what is to be accomplished, how and why. Use action verbs to begin each sentence. Avoid the use of acronyms. Include the approximate percentage of time spent on each accountability. The percentages below should sum up to 100.
Contributes to branch target attainment by providing support in terms of monitoring and preparing daily and monthly branch performance and production reports following the required format of territory management and branch management. Monitors completeness of Advisors Contracting Manual (ACM) requirements and other related reports. Assists in the implementation of sales initiatives and monitors branch promotion and activities.
Provides support to agency force in terms of assisting the branch manager in overall branch activities and meetings. Monitors completeness of NB application requirements and coordinates related requirements with underwriting group to ensure speedy processing. Attends to the requests and inquiries of advisors and field managers and coordinates these with sales support, licensing, sales training & development, marketing, customer center, PH-IT administrative services and other concerned business units as necessary.
Provides assistance in branch administration in terms of handling of incoming and outgoing documents and materials, conducting inventory of branch office and form supplies. Conducts regular meetings with branch secretaries for briefing on production reports, contest and promotion mechanics. Updates the bulletin board postings on production results, memos, circulars and branch promotions. Disseminates business reports and/or fact sheets to concerned advisors. Coordinates branch qualifiers for different contests and promotions with sales support and marketing. Processes requests for Special Fund reimbursement.
Monitors the overall upkeep of branch office operations and reports any problems or concerns to channel management.