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

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.

ORGANIZING FUNCTION

ORGANIZATIONAL CHART

JOB DESCRIPTION to ensure that agents and managers under him are productive and

successful. 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

RESPONSIBILITY to 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.

ACCOUNTABILITY He 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 CONTROL He has 15-20 subordinates

DECISION MAKING DECENTRALIZED 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 lead: For personal gain and for other’s gain

Drive: to get ahead and to make a difference

Self – confidence: “ We can do it”Honesty and integrity: “in 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:

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:

Office of the President Depends on Intensity Verbal Warning Termination

Absent Tardy Verbal Abusive Unauthorized 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.