Designation: Manager

Location: India Orissa Sambalpur

Organization: Financial Services

Job Description:

ob Summary

The Agency Partner Channel Manager is responsible for recruiting, training, and managing insurance advisors/agents to drive sales through the agency distribution channel. The role involves building a productive agent network, supporting them in achieving sales targets, and ensuring compliance with company policies.

Key Responsibilities

1. Agent Recruitment

- Identify and recruit potential insurance advisors/agents.

- Build and maintain a strong agency network.

- Conduct interviews and onboarding for new agents.

2. Training & Development

- Provide product training, sales training, and compliance guidance to agents.

- Help agents understand insurance products and sales processes.

- Conduct regular training sessions, meetings, and workshops.

3. Sales & Business Development

- Support agents in generating leads and closing insurance policies.

- Achieve monthly, quarterly, and annual sales targets.

- Promote company insurance products like life, health, or general insurance.

4. Agent Support & Relationship Management

- Maintain solid relationships with agents.





- Motivate and mentor agents to improve productivity.

- Assist agents in resolving customer queries and policy servicing.

5. Performance Monitoring

- Track agent performance and productivity.

- Identify underperforming agents and provide improvement plans.

- Prepare sales reports and forecasts.

6. Compliance & Documentation

- Ensure agents follow IRDAI guidelines and company policies.

- Maintain proper documentation and reporting.

Key Skills Required

- Sales and business development

- Recruitment and networking

- Relationship management

- Communication and negotiation skills

- Leadership and team management

- Knowledge of insurance products

Qualifications

- Bachelor’s degree (preferred in Business, Finance, Marketing)

- 1–5 years experience in insurance sales or agency channel

- Experience in team handling or agent recruitment is preferred

Key Performance Indicators (KPIs)

- Number of agents recruited

- Active agent ratio

- Premium/business generated

- Agent retention rate

- Policy conversion ratio

📌 Branch Head - APC - Sambalpur (Odisha)
🏢 Aditya Birla Group
📍 Odisha