Manager Distribution Operations
Resume:
Jose Angelo V. Intengan Gelo
Phone +63-917-*******
Email *********@*****.***
Extensive experience in Recruitment and Distribution Sales Operations/Customer Relationship Management. I can effectively implement strategies both in frontline and back-office settings. My greatest strengths are people awareness and stakeholder engagement which enables me to influence results. Looking to leverage my management skills in an expanding and dynamic organization. Fluent in English, Filipino, Cebuano and Ilonggo. Experience
October 2020 – present Manager, Agency Benefits Office, Agency Sales Group The Philippine American Life & General Insurance Co., Inc. (Philam Life) o Newly created position to define, review, and ensure policies and guidelines relating to distributor benefits are up to date.
o Oversee the execution of distributor benefits in collaboration with Finance Group. o Recommend improvements to the overall experience and service that is provided to the distributors.
o Review and analyze utilization of benefits and track the performance of distributors vs. targets for the said benefits.
o Prepare business cases and work with project managers as the need arises to support and ensure the delivery of the distributor benefits. August 2017 – October 2020 Lead & Supervisor, Licensing & Contract Management Office, Agency Sales Group The Philippine American Life & General Insurance Co., Inc. (Philam Life) o Oversee the company’s contract management and licensing function for its distribution channels and ensure compliance as required by regulators. o Manage Service Level Agreements (SLA) of the end to end application and licensing process of distributors including liaison with regulators, i.e. Insurance Commission. o Oversee the development and deployment of various distribution management systems and processes of the Company such as Interactive Mobile Office (iMO) Recruitment Management System and Licensing Operations Manual, as well as the new Electronic Licensing System (ELS) of the Insurance Commission. o Coach Agency Sales Management team in the strategic retention and promotion of the distribution channel’s sales force via contract renewal validation guidelines. April 2017 – August 2017 Customer Relationship Manager, Customer Service Centers & Branch Operations The Philippine American Life & General Insurance Co., Inc. (Philam Life) o Champion the customer relationship building through the delivery of the desired customer experience to customers and distribution partners of the Davao Customer Service Center.
o Ensure that service standards are met according to service level agreements within authority limits and compliance to established procedures and guidelines. o Oversee the general operations and controls of Centers/Branches under my area of responsibility; Davao and General Santos Customer Service Centers. o Coach and mentor team members in achieving the desired customer experience and service level agreements.
October 2013 – April 2017 Project Manager/Strategic Initiatives Officer, Agency Sales Group The Philippine American Life & General Insurance Co., Inc. (Philam Life) o Design, deployment and support of Execution Blueprint of Strategic Distribution Projects; Serve as Project Manager: Agency Compensation Scheme (ACS), Transfer of Business (TOB) and Agency Office Transformation (AOT). o Develop benefits realization: Set-up tracking and monitoring protocols and analysis results vs. targets.
o Drive end-to-end business cases of distributors such as feasibility and liaison with various stakeholders.
o Provide Key Support and Coaching in Sales Management Performance review and analytics.
o Oversee the implementation and delivery of Agency Transformation projects in close coordination with partners and contractors.
September 2012 – October 2013 Territory Manager – Mindanao The Philippine American Life & General Insurance Co, Inc. (Philam Life) o Planning and recruitment of potential team members as per company's goals, targets and objectives.
o Training and development of personnel to enable them to deliver their respective Key Result Area targets consistently through successful implementation of company strategies and tools.
o Coaching, mentoring and performance management of the team. o Relationship Management with team member that would result to high retention. January 2009 – September 2012 Operations Manager, IDC Manpower Services Inc. o Provide end to end professional manpower and staffing solutions to clients. o Engagement with clients in effectively managing their candidate sourcing accounts. o Engagement with candidates in managing their skills set for retention and placement. o Identify, develop and secure new clients and recruitment businesses. o Responsible for personnel and administrative matters of the office, i.e. approving payroll/attendance, government remittances/permits & liaison, petty cash disbursements etc.
o Special Projects handled: online database management program Interactive Recruitment Information System (IRIS); Accenture Philippines as Key Account for Local Staffing; Secured Company’s POEA License Renewal; and, obtained DOLE License as an Accredited Private Recruitment and Placement Agency. June 2004 – January 2009 Recruitment Specialist & Office Manager, Universal Worker America LLC Philippine Office o Oversee process on immigration, licensure/registration and mobilization of recruits ensuring timelines are met.
o Handle recruitment marketing activities like job fairs, advertisements, telemarketing and sponsorships and the like.
o Manage Philippine Office in close coordination with Head Office in United States. May 2003 – May 2004 Operations & HR Coordinator, STI – Universal Worker, Inc. o Perform various administrative and human resource duties in support of Exec Office. o Serve as resource person/safekeeper of information & documentation on policies and guidelines of the company.
o Prepare training materials for candidates/recruits. o Duties also included making travel arrangements, schedules and coordinate logistics for requested trainings/events, and managing schedule(s) of trainers/lecturers. o Help craft a Human Resource Guidelines and Workplace Values Handbook. Education
AB Social Sciences, Ateneo de Manila University, 2003 Trainings
o Leadership Launchpad Program, Philam Life, July 2019 o Senior Agency Management Program (SAMP), AIA Group, May 2019 o The AIA Manager Leadership Program, AIA Group, Jan. 2019 o Essentials of Project Management, Neville-Clark Phils., Manila, Oct. 2013 o Recruitment 101, Philam Life, Sept. 2012
o Pre-Contract Training Course (PCTC), Philam Life, Sept. 2012 o Unit Linked Products (ULP) Course, Philam Life, Sept. 2012 o Product Knowledge & Basics of Underwriting, Philam Life, Oct. 2012 o “Fast Start” Sales Presentation & Negotiating Skills, Philam Life, Dec. 2012 o Financial Needs Series (FNS), Philam Life, Dec. 2012 o Managing Quality Business (MQB), Philam Life, Dec. 2012 o SME Essentials, Philam Life, Dec. 2012
o Joint Field Work, Philam Life, Dec. 2012
o Capacity Building & Dialogue-Planning on Local Manpower, DOLE, Sept. 2011 o Overseas Employment Orientation-Seminar for Executive Officers, POEA, Feb. 2009 o International Competitiveness Conference for Filipino Professionals, Commission on Filipinos Overseas, Sept. 2008
o English Proficiency in the Workplace, American Chamber of Commerce of the Philippines, Aug. 2003 o MS Office Skills Seminar-Worshop, JESCOM, Ateneo de Manila University, June 2003 Awards
o Top 1 Territory Manager in ANP, Case Count, Recruitment, Philam Life, 2003 – 2004
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