Intermediary Partners Operations Supervisor

Updates the centralized database monitoring file daily to ensure data accuracy and

tracking.

• Checks and maintains the account endorsements file to keep records clean and up to date.
• Consolidates sales production reports from all departments and units across every product type.
• Prepares the monthly sales performance report for the Senior Management and Executive Committee covering consumer and corporate sales.
• Provides reference sales performance files to the finance and treasury teams.
• Prepares the sales target setting file for both consumer and corporate sales teams.
• Provides the intermediary partner sales production reports to the partners management team, sales handlers, and requesting partners.
• Provides complete bidding documents to the sales team and other authorized requesting parties.
• Creates ad-hoc reports quickly when requested by stakeholders.
• Renews the Maxicare Platinum membership through the PhilGEPS portal