Job Description:

Role Summary
In the above context, the CSM role is responsible to supervise the business delivery and Tie Ups &
primarily grow the business with profits, Channel Management –Agents.

 Manage the daily activity of producers to ensure solid pipeline.
 Coach and guide to cross sell and grow the business
 Make individual agents grow at least 20% for every year
 Ensuring IRDA compliance regarding licensing and commission payments of agents
 Responsible for ensuring quality of applications
 Support/guide the producers in all activities related to policy services
 Train agents on products, process and USP’s of Co.

Key Accountabilities/ Responsibilities

1. Responsible for Achieving overall Gross Written Premium
2. Responsible for sustainable Profitability
3. To maintain the Hygiene
4.



Recruitment and retention of agents
5. Responsible for Activation
Stakeholder interfaces
Internal Stakeholders
 Operations (BOPs& COPs) – for the issuance of policies
 Underwriter – for analyzing the risk factor
 Finance Team – Taxations handling
 Human Resources – to share foresights into the business and build the talent pool accordingly
 Training Team – for train the employees
 NSM/RSM/ASM – for some suggestions
External Stakeholders
 Agents
 Broker
Experience
 1-2 years of experience in insurance
 At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.

📌 CSM - Agency Tavel - Pune & Surat.
🏢 Greataim Solution
📍 Surat