Rhyan Kenneth Roces
Former Director for Partnership Sales Support
Taguig City
Summary
Experienced former Director of Partnership Sales Support at FWD Insurance, leading a diverse team across multiple disciplines. Leveraged 20 years of insurance industry experience to drive local and group office project initiatives for Bancassurance. Spearheaded crucial endeavors including System Development, Business Expansion, and Process Improvement. Developed comprehensive business system requirements for various products, reports, and channel databases. Oversaw User Acceptance Testing (UAT). Implemented successful roll-out of Bancassurance Workstation to bank branches. Executed high-level channel meetings and events, planning activities and sales rallies. Objective is to deliver efficient, effective, and high-quality customer servicing through strategic projects that enhance sales and lead activity management.
Overview
24
24
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Director, Partnership Sales Support
FWD Insurance
05.2014 - 11.2024
- Established the Bancassurance Sales Support Team and leads multiple disciplines
- Assigned sections includes Management Information System, Customer Service, Administration and Sales Promotion and Events
- Drives local and group office project initiatives for Bancassurance such as System Development, Business Expansion and Process Improvement
- Develops business system requirements for products, reports and channel databases, this includes User Acceptance Testing (UAT)
- Implements business expansion plans, particularly the roll-out of Bancassurance Workstation to bank branches
- Leads the execution of high level channel meetings and events including planning activities, sales rallies, bank partner's events
- Represents Bancassurance channel in several cross-functional activities including risk management
- Recommends effective distribution control systems to achieve business objectives
- Ensures and facilitates action plan completion
- Helpdesk for bank or branch queries in relation to client applications, policy related transactions, reports, referral fees, etc
- This would require close coordination with operations unit
- Cultivates relationships with bank counterparts
Assistant Vice President for Distribution Strategy Office
PHILIPPINE PRUDENTIAL LIFE INSURANCE COMPANY, INC.
01.2013 - 04.2014
- Company Overview: (Philippine Prudential)
- Developed Service Level Agreements within the organization to ensure efficient, effective and quality customer servicing
- Drove compliance and execution of necessary corrective measures
- Evaluated the operational effectiveness of the channel and the areas that supported it
- Assessed processes through management focused interviews, analytical procedures, UATs, and research on best practices
- Secured leaders' buy-in for process improvements and established ownership of action plans
- Conceptualized control systems and facilitated delivery
- Completed the execution of strategic projects, which augmented sales and sales force size
- Drove efforts to discover and harness opportunities to develop strategic alliances
- (Philippine Prudential)
Lead Activity Management and Business Development and Analysis Head
SunLife GREPA Financial, Inc.
06.2007 - 12.2012
- Promoted higher conversion from leads that bank partners provided tactical events aligned with the specifications of client branches and situations
- Enabled the channel to make prompt decisions by administering the Leads & Referrals Tracking System (LRTS), a database that provided information on the volume, quality and conversion of leads
- Equipped the sales team with relevant tools and processes
- This included improving workstation components, organizing and ensuring timely roll-out of workstations, streamlining logistics of resources, and aligning tools to the unique business models implemented in each market
- Managed the process of generating accurate and timely high-level channel reports and decision materials
- Worked with the CEO Office during the strategic planning activities and ensured delivery of projects, including those of other channels
- Developed and implemented business development initiatives to support the growth targets of the Bancassurance Channel
- Promoted channel profitability through strict control of assigned resources
Senior Business Analyst
AXA Philippines
02.2005 - 05.2007
- Evaluated the submitted Business Request Document to purchase IT and other office equipment and provided recommendations for Project Management & Strategy Office Head approval
- Managed the presentation of monthly project milestone status reports and other project related documents updates and recommendations to the Local and Regional Project Steering Committee Members
- Equipped the Channel Head of Project Management & Strategy Office with relevant business updates in the preparation of company strategic and operating plans and Project Managers in the preparation of project related documents
- Managed the supply and demand of project resources and cross-departmental dependencies, risks and issues
- Promoted the company's project development pool through monitoring and strict control of assigned project resources
Project Assistant Executive
ALIF Projects, Inc.
10.2002 - 04.2004
- Equipped project partner consultants with updated industry information and other business requirements necessary for the evaluation of investment prospects
- Provided assistance to the product management team in the preparation of periodical market analysis reports
- Organized and maintained data collected through research activities
Customer Service Assistant
Unilever Philippines
09.2001 - 03.2002
- Provided assistance to the customer requests, inquiries and complaints according to the prescribed company guidelines and policies
- Identified root causes of complaints and provided initial recommendations
MIS Staff
Equitable PCI Bank
07.2000 - 12.2000
- Provided assistance to the MIS Manager by providing updates on bank branches Cash-in-Vault Report
- Managed to maintain the MIS Budget Analysis Report of all bank branches
Education
Bachelor of Science (B.S.) - Computer Science
Philippine Christian University
01.1996 - 01.2000
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Philippine Christian University Union High School of Manila
01.1993 - 01.1996
Skills
- Strategic Project Planning
- Problem-Solving Expertise
- Project Management
- Analytical Problem-Solving
- People Management
- Strategic Business Development
- Expense Management
- Performance Objectives
Timeline
Director, Partnership Sales Support
FWD Insurance
05.2014 - 11.2024
Assistant Vice President for Distribution Strategy Office
PHILIPPINE PRUDENTIAL LIFE INSURANCE COMPANY, INC.
01.2013 - 04.2014
Lead Activity Management and Business Development and Analysis Head
SunLife GREPA Financial, Inc.
06.2007 - 12.2012
Senior Business Analyst
AXA Philippines
02.2005 - 05.2007
Project Assistant Executive
ALIF Projects, Inc.
10.2002 - 04.2004
Customer Service Assistant
Unilever Philippines
09.2001 - 03.2002
MIS Staff
Equitable PCI Bank
07.2000 - 12.2000
Bachelor of Science (B.S.) - Computer Science
Philippine Christian University
01.1996 - 01.2000
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Philippine Christian University Union High School of Manila
01.1993 - 01.1996
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