Job Description

A Position Overview

Position Title

Business Associate Manager

Department

Business Associate Model – Agency Sales

Level/ Band

Assistant Manager / Manager

Role Summary:

Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time

B Organizational Relationships

Reports To

Branch Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Defined Branch

Stakeholders Internal

Agency Sales Training

Branch Operations

Distribution Operations

External

BAs and Advisors

D Key Result Areas
- Recruit Business Associate and advisors
- Coordinate for the regulatory trainings
- Manage daily, weekly and monthly choreography
- Conduct daily, weekly and monthly Business Associate meetings
- Income and Goal setting exercise for the month
- Joint field work along with business associates and advisors to source insurance policy
- Drive business submission and issuances




- Clearence of pending cases for documentation and medicals as a part of the issuance process
- Train distribution on getting higher first time right % submission
- Achieve monthly objectives and targets
- Motivate advisors and business associates for various contest and sales enablers
- Daily update about the status of business and applicability in contest
- Maintain healthy relationship with all stakeholders like customers and distributors
- Work on prospect of cross sell and upsell
- Focussed effort to drive renewal premium collection

E Competencies

Competencies

· Business Acumen (Ability to align with the organization's vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives

Has a fair understanding of own role and utilizes required skills and knowledge in one's own area of work to meet targets. Has a fair knowledge about company and com

📌 Assistant Manager (Phalodi)
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📍 Phalodi