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 chance 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