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Agency Manager Health Insurance

0.00 to 4.00 Years   Chandigarh   24 Apr, 2024
Job LocationChandigarh
EducationNot Mentioned
SalaryRs 2.5 - 4.5 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Sales in Agency Vertical -Health Insurance1.To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.
    • CreateAdvisor to identify probable list to pitch the career.
    • Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors.
    • Make presentation on Career as an insurance advisor.
    • Follow-up for obtaining necessary documentation regularly.
    • Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.
    2. Ensure that the advisors achieve business targets set for them.
    • Do a goal setting on the advisors yearly/ monthly earning and draw up a monthly input /output plan.
    • Break down the plan according to the potential of the insurance advisors.
    • Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.
    • Help sort out any problems faced by the advisors.
    • Review the plan weekly/monthly.
    • Assess training needs and train the advisor as and when required.
    3.Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.
    • Accompany the advisors on joint calls.
    • Support advisors in designing solutions and advise customers.
    • Making sure that the advisor is learning on the job
    • Prepare the advisors by having them to give dummy presentations to test their level of selling skills.
    • Identify and motivate advisors for club membership. Etc.
    • Monitor, review and guide their performance periodically.
    • Ensure retention, adhere to productivity benchmarks of advisors.
    • Ensure participation of advisors in training and other developmental interventions
    • Have business related issues solved at branch level through RM or Operation staff.
    4.Relationship Management
    • Maintain healthy & cordial relation with the advisor.
    • Regularly staying in touch with his advisor (in person) as well as using other modes of communication.
    • Regularly update the advisors about new product, schemes, clubs, etc.
    • Coordination with internal departments
    5. Maintain renewals for the policies procured by team of Advisors to overall achieve the profitability of the team.
    • Constantly track the policies dates and follow up for renewals.
    • Update the Advisors with updated list of policies due for renewals.
    • Location Date - 25-April-24 - Thursday
    • Amritsar -2
    • Chandigarh - 5
    • Jalandhar - 7
    • Jammu -3
    • Ludhiana -2
    • Bhatinda - 3
    • Hoshiarpur - 3
    • Patiala 2
    • Ambala 2
    • Panchkula 2

Keyskills :
agency saleshealth insuranceagency channellife insuranceinsurancesalesagency development

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