TATA AIA - Manager - Agency Business

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 opportunity of cross sell and upsell

- Focussed effort to drive renewal premium collection

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 competitor's products.

- Has a fair knowledge of the insurance industry, regulations and financial markets Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions.

- Need to develop fair understanding of BA model, leader compensation and Agent commission.

- Building and Managing Relationships(The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes)

- Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods.

- Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context.

- Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution .

- Drive for Results and Agility(Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for one's actions and decisions in an agile environment)

- Reviews performance against goals and takes effective action to achieve them.

- Synergizes high performance oriented systems and processes to yield the desired results with agility.

- Sets clear expectations with the team to deliver performance oriented goals.

- Communicates consistently with the team of business associates and advisors motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc.

Skills Required:

- Technical Good Knowledge of MS Office / MS Excel

Behavioral:

Essential Desired:

- Drive for result (achievement of targets)

- Communication skills

- Creative thinking skills

- Teamwork Skills

- Influencing skills

- Relationship Building skills

- Incumbent Characteristics

Essential Desired:

Qualification Graduate MBA / PG

Insurance industry exposure