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Job description for the head of the department of the insurance department. Full Document

Occupational Safety and Health

Occupational Safety and Health / Job descriptions

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I. General Provisions

  1. The head is a full-time employee of the enterprise and is appointed by order of the Director of the enterprise on the proposal of the head of the department.
  2. The head reports directly to the head of the department and his deputy.
  3. In his work he is guided by:
  • the legislation of Ukraine,
  • orders, instructions, instructions of the head of the department and the director of the enterprise,
  • rules, instructions and other documents regulating the work of the Head,
  • this Job Description.
  1. The leader must know:
  • instructions, orders, other governing and regulatory documents of the enterprise regarding methods of attracting and serving customers;
  • the main insurance products that are offered to customers in the branch, and methods of their sale;
  • internal labor regulations, rules and norms of labor protection, safety, industrial sanitation and fire protection.

II. Official duties

The head performs the following functions:

  1. Organizes and manages the activities of the department,
  2. Is the immediate supervisor for full-time and freelance employees working in the department,
  3. Creates a passport of the territory assigned to the department in accordance with the methodology approved by the enterprise,
  4. Performs a quarterly audit of the territory, makes changes to the passport and reports on significant changes to the head of the insurance department.
  5. Organizes the work of staff members of the department:
  • develops, approves and controls the work schedule of department employees;
  • determines and assigns the immediate sector of the territory to each employee of the department;
  • develops, approves and controls the work schedule of department employees in the assigned sector;
  • performs the procedure for document circulation of forms of strict reporting (hereinafter BSO) and the logistics of funds in accordance with the approved instructions;
  • in agreement with the head of the department, organizes the material motivation of staff members in accordance with the approved regulation on motivation.
  1. Organizes the work of freelance employees of the department:
  • attracts agents - individuals and legal entities to cooperation;
  • organizes the procedure for drawing up agency agreements in accordance with the approved regulation on the conclusion of agency agreements;
  • determines, if necessary, the procedure for the activities of a freelancer;
  • performs the BSO document flow procedure and the logistics of funds in accordance with the approved instructions;
  • organizes and conducts the procedure for material motivation of freelancers in accordance with the approved regulation on the commission of agents.
  1. Produces, in accordance with the approved schedule and instructions, the collection procedure of the department.
  2. Provides training to department employees on new insurance products and sales and customer service technologies introduced at the enterprise.
  3. Determines and coordinates with the management of the department the list of material and technical means necessary for the functioning of the department.
  4. Records and analyzes all business, insurance and marketing information of the branch.
  5. Weekly, the head reports on the results of the department's activities at a meeting of the heads of the department's departments with the provision of reports in the approved form:
  • Written insurance premium per week and cumulatively: direct branch sales, agency sales, sales by type of insurance product;
  • actions taken and results achieved in the territory;
  • Accounting and analysis of branch clients.
  1. If necessary, the manager submits a report on special marketing campaigns carried out in the department.
  2. On a quarterly basis, the head submits a consolidated report in the approved form.
  3. At the end of the year, the head prepares a summary report reflecting the results of the department's activities for the year and the department's development forecast for the next year.

III. Rights

The leader has the right:

  1. Submit competent and reasonable proposals for the consideration of the management on the issues of improving the work of the department and other issues within its competence.
  2. Organize the provision of employees working in the department with normal working conditions (equipped workplaces, means of communication, etc.).
  3. Use the instructions, orders, instructions, rules and other documents approved by the director of the enterprise that regulate the work of the head.
  4. In coordination with the management of the department, change the work schedule of the department.
  5. In accordance with the regulation on the motivation of employees, determine and change the size of the variable component of the material remuneration of the employees of the department.
  6. Initiate and conduct, in agreement with the management of the department, various marketing and advertising campaigns aimed at increasing the client base of the enterprise.

IV. A responsibility

The leader is responsible for:

  1. For poor-quality and untimely performance of the tasks and duties provided for by this Instruction.
  2. For non-use and / or misuse of the rights granted by this Instruction.
  3. For non-compliance with instructions, orders, orders, Rules and other documents regulating the work of the head.
  4. For non-compliance with the rules of internal labor regulations, safety and fire safety.
  5. For damage or negligence in storage and use, theft of department property.
  6. For rude, tactless attitude (behavior) when communicating with staff and visitors of the department.
  7. For the safety of documentation and non-observance of the interests of the enterprise, the issuance of confidential information, documentation (trade secrets) about the enterprise and its customers to third parties.
  8. For providing direct management with false or distorted reporting and other documentation (information).

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