Job Profile

Develop strategies to optimize Agency Models (Insurance Manager / Distribution Manager / Life Portfolio

Manager) across geographies, segments, and products; run data analytics to track sales performance; conduct strategic and operations planning; perform ad hoc analyses for management; research new processes to improve operational efficiencies.

Responsibilities

- Insurance Manager / Distribution Manager / Life Portfolio Manager: Conceptualizing, designing and implementing strategic initiatives for the channel to help in Insurance Manager / Distribution Manager /

Life Portfolio Manager. Takes lead and is accountable for results from Agency Projects in areas of cost optimization and productivity growth.

- Agency Program Design and Implementation: Designing and implementing incentives and rewards &

recognition programs for the Agency Sales Team to help drive the sales force to deliver the business targets.

- Agency Analytics: Trend analysis and channel performance analysis to facilitate management decisions making.

- Agency Planning:



Preparation of business plans and cost budgets for the channel as per company objectives. Assigning targets and KPI’s for the Sales Teams as per the overall channel plan.

- Managing Control functions : Internal & External Audits, Compliance reviews.

- Cross-function stakeholder management

Requirements

- Bachelor’s Degree/ MBA from a Reputed University

- Experience in managing data and a robust understanding of Sales Processes

- Preferable Experience: 12-15 years in insurance sector

- Understands the needs of the Business & Customer, serves as liaison to ensure good strategic alignment of systems and strategies

- Ability to work effectively within a fast-paced, complex matrix, changing environment

- Ability to access information technology applications to improve current business environment

- Ability to access, assess, interpret, and draw accurate conclusions from sales and customer data

- Strong computer skills, including MS Office applications, database information

📌 AGM- Agency Support (Sector 45)
🏢 XpertReach
📍 Sector 45