Job Description

Position Summary:

This position is responsible for health agency sales with end-to-end ownership for Managing Partner & Agent Partner performance for the assigned location.

Position Title : Branch Manager / Sr. Branch Manager

Grade : M4/M5

Function : Agency Business Partner

Location

Department : Agency - Life

Reports to (Role) : Zonal Head

CTC Details :

Fixed CTC: As per budget

Role Type :

- Team Handling

Other Benefits: As per policy

Team Details

Education / Professional Details : Diploma

- Graduation

- Bachelor's degree in any specialization

- Post-Graduation

- Master's degree in any specialization (Not Mandatory)

Professional Qualification :

Overall Experience

(No of Years range) : 8 Years to 10 Years

Life Insurance Experience : 5 Years to 6 Years desirable in Life Insurance

Role & Responsibility :

(Details of the roles & responsibility)

- End-to-end ownership for Managing Partner & Agent Partner performance

- Own the budgets for the location

- Maintain a self-goal sheet to lead by example and have an adequate Span of Control

- Network continuously to get good APs from Market

- Ensure APs and health agent's income in location exceed benchmarks

- Coach MPs and APs on management/sales skills and career growth

- Connect with APs who are falling short of CMC criteria to re-activate them

- Work closely with the training team to organize regulatory and skill development programs

- Propagate the career option amongst the health agents in the branch

- Own the rookie AP induction and development program

- Arrange/attend digital, outdoor promotional (BOP's) events and seminars on recruitment (COP), awareness, customer events, HNI priority etc.

- Grow the representation of advisors and AP's from location on Conventions, Clubs, and R&R etc.

- Ensure the desired policy renewals of the branch

- Ensure the LR% (Loss Ratio) within the parameter for the branch / location.

- Deal with first level of claim & service issues.

- Deal with and escalate compliance issues

- Responsible for the P&L of the branch

Functional Skills Required

- (Details of the skill required to execute the job proficiently and expected proficiency)

- Microsoft Office skills (Word, Excel, PowerPoint and Outlook) - Intermediate

- Excellent verbal communication and / or Written communication

CANDIDATE REQUIREMENT :

- Work Exposure : Candidate should have an exposure of doing/managing sales through Managing Partner & Agent Partner

Market Exposure : Candidate should have worked in the Health Insurance local market

Team Management Exposur e: Candidate should have managed a team of 6 members

Target Industries : Health Insurance, General Insurance

Target Companies : Standalone Health Insurance companies

Language abilities : Hindi, English, Local Language

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