BACKGROUND OF THE COMPANY

General Insurance company that is part of the AIA Group Limited.

Established in July 21, 1947 by the owners of the company: Earl Caroll Cornelius Vander Starr

BACKGROUND OF THE COMPANY

Located in the Net Lima building in Bonifacio Global City, Taguig City.

CONTACT PERSON

Ronell V. TalusanAssistant Vice President for General Agency

Institutional Channels Office and Head of Agency Activation

PLANNING FUNCTION

COMPANY MISSION AND VISION

Our Vision: We are the undisputed leader in insurance and wealth management.

Our Mission: We empower Filipinos to achieve financial security and prosperity

THE GOAL

The company’s main goal is to sell life insurance products and services to its clients and to provide a measure of security for their families

THE PLAN

The company’s main plan is to have a life insurance product in every Filipino household.

ORGANIZATIONAL GOALS AND PLAN ON EACH LEVELS OF MANAGEMENT

The organizational plans and goals that each level does, in general, is to follow the company operating philosophy which is “to do the right things the right way with the right people.”

CRISIS MANAGEMENT

One of the problems that the company faces is negativity in the workplace.

Prevention: The company prevents it by coming up with long term solutions rather than “band aid” solutions

Preparation: The company makes employees ready by always reminding everyone to follow and abide by the company operating philosophy.

ALTERNATIVE COURSES OF ACTION

One of the solutions the company plans to do to overcome and survive problems is to prepare employees for whatever challenges they may face. This is by training them not to be too complacent with their work done because anytime something wrong may happen.

ORGANIZING

ORGANIZATIONAL CHART

JOB DESCRIPTION to ensure that agents and managers

under him are productive and successful.

To support the vice president in directing project work.

to train and administer his subordinates especially the lower-level staffs.

To implement policies

JOB SPECIFICATION Good leadership abilities Has a lot of experiences

AUTHORITY

To assign and distribute tasks to his subordinates

RESPONSIBILITYto perform the duties directed by

the SVP or the Senior Vice President of the company.

To monitor the progress and development in company.

To manage the budget and expenses of his department/unit.

ACCOUNTABILITYHe is accountable in implementing the policies in the company.

DELEGATION“When you keep your people inspired, motivated and happy, then it is easy for an AVP, like me, to delegate duties, responsibilities and tasks to his subordinates”. –Mr. Talusan

SPAN OF CONTROLHe has 15-20 subordinates

DECISION MAKINGDECENTRALIZED because not everything is emanated from the home office. There is a certain autonomy that is given to other sectors as well.

LEADING FUNCTION

LEADING FUNCTION: LEADERSHIP TRAITS

Dynamic and positive.Five key leadership traits:

Desire to leadDriveSelf – confidenceHonesty and integrityIntelligence and knowledge

LEADING FUNCTION: LEADERSHIP TRAITS

Mainstream and Multistream

Desire to lead: for personal gain and for other’s gain.

Drive: to get ahead and to make a difference.

LEADING FUNCTION: LEADERSHIP TRAITS

Multistream

Self confidence: “We can do it.”

Honesty and integrity: “an end in and of itself”

Intelligence and knowledge: broad holistic focus.

LEADING FUNCTION: LEADERSHIP BEHAVIOR

Relationship-oriented

LEADING FUNCTION: STRATEGIES USED TO MOTIVATE EMPLOYEES

Transformational leader

CONTROLLING FUNCTION

CONTROLLING FUNCTION: FOCUS OF ORGANIZATIONAL CONTROL

Productive and ProfitableFinancial ProtectionFinancial SecurityComfortable Future

CONTROLLING FUNCTION: PERSON RESPONSIBLE TO MONITOR AND MAINTAIN STANDARD ACTIVITIES

Supervisors Senior Supervisors Managers Senior Managers Assistant Vice President Senior Assistant Vice President Vice President First Vice President Senior Vice President Executive Vice President

CONTROLLING FUNCTION: SANCTIONS FOR DEVIANT EMPLOYEES

Office of the PresidentDepends on IntensityVerbal Warning Termination

AbsentTardyVerbal AbusiveUnauthorized use of Office

Supplies

CONCLUSION

CONCLUSION

Based on the process of gathering information, the following recommendations can me made for the improvement of the paper:

CONCLUSION

Set an appointment earlier with the interviewee.

All questions should be well-prepared before the date of the interview.