Agency Recruitment & Activation
Identify, recruit, and onboard insurance advisors/agents as per defined norms.
Ensure timely licensing and activation of agents.
Build a robust and sustainable agency network in the assigned geography.
Business Development & Sales
Drive premium generation through the agency channel.
Achieve monthly, quarterly, and annual sales targets (AOP aligned).
Monitor agent productivity and ensure continuous business flow.
Agent Training & Development
Conduct training sessions on products, sales techniques, and processes.
Guide agents on customer acquisition and closure strategies.
Ensure agents are updated on product changes and market offerings.
Relationship Management
Build robust engagement with agents to drive retention and loyalty.
Conduct regular meetings,
field visits, and performance reviews with agents.
Resolve agent queries and provide end-to-end sales support.
Operational & Process Excellence
Ensure accurate and timely submission of proposals and documentation.
Coordinate with underwriting, operations, and claims teams.
Maintain hygiene on policy issuance and follow up on pending cases.
Governance & Compliance
Ensure adherence to IRDAI guidelines and company policies.
Maintain documentation and audit compliance for agent activities.
Monitor mis-selling and take corrective actions where required.