5 Agent Advisor Jobs

Career Opportunities Job Code LPC -SI Date of Posting Position Sr Associate Partner/Associate Partner No. Of Positions 1 Department Agency Function Agency Reporting to Zone Head LPC Band 4A/4B Locations Last date of application JOB SUMMARY Increase Established Agent Advisor Retention & productivity Develop single point relationship with the Top Performing AA s to enhance agent retention Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns. Drive and Improve Sr ADM and above productivity Leverage Business Insurance and NRI Sales to improve productivity. Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment. Drive the agency for recognition and rewards platform Drive them for council and MDRT recognitions. KEY RESPONSIBILITIES Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning. Identify, educate, train and support Top AA contributors and Sr ADM s and Above and be reactive to their needs. Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location. Develop Ad hoc presentation explaining selling related concepts. Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference) Hold workshops & seminars. Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity. MEASURES OF SUCCESS Adj MFYP Cross Sell Sr ADM & Above MFYP Standard Adj MFYP Business Insurance and NRI MDRT/EC/CEO Council Targets AAP and CEIP Active Qualifying Criteria & Who can apply Graduate preferably with an MBA degree Should be G3/M3 in last Performance cycle Should have been in the current role for 15 months and above KNOWLEDGE / SKILLS / ABILITIES High level of relation making skills and ability to build trust High level of action orientation and learning skills Ability to role model Max Life Insurance way of working Ability to work under pressure Good product knowledge and sales process knowledge Career Opportunities Job Code LPC -SI Date of Posting Position Sr Associate Partner/Associate Partner No. Of Positions 1 Department Agency Function Agency Reporting to Zone Head LPC Band 4A/4B Locations Last date of application JOB SUMMARY Increase Established Agent Advisor Retention & productivity Develop single point relationship with the Top Performing AA s to enhance agent retention Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns. Drive and Improve Sr ADM and above productivity Leverage Business Insurance and NRI Sales to improve productivity. Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment. Drive the agency for recognition and rewards platform Drive them for council and MDRT recognitions. KEY RESPONSIBILITIES Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning. Identify, educate, train and support Top AA contributors and Sr ADM s and Above and be reactive to their needs. Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location. Develop Ad hoc presentation explaining selling related concepts. Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference) Hold workshops & seminars. Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity. MEASURES OF SUCCESS Adj MFYP Cross Sell Sr ADM & Above MFYP Standard Adj MFYP Business Insurance and NRI MDRT/EC/CEO Council Targets AAP and CEIP Active Qualifying Criteria & Who can apply Graduate preferably with an MBA degree Should be G3/M3 in last Performance cycle Should have been in the current role for 15 months and above KNOWLEDGE / SKILLS / ABILITIES High level of relation making skills and ability to build trust High level of action orientation and learning skills Ability to role model Max Life Insurance way of working Ability to work under pressure Good product knowledge and sales process knowledge

JOB SUMMARY Increase Established Agent Advisor Retention & productivity Develop single point relationship with the Top Performing AA s to enhance agent retention Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns. Drive and Improve Sr ADM and above productivity Leverage Business Insurance and NRI Sales to improve productivity. Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment. Drive the agency for recognition and rewards platform Drive them for council and MDRT recognitions. KEY RESPONSIBILITIES Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning. Identify, educate, train and support Top AA contributors and Sr ADM s and Above and be reactive to their needs. Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location. Develop Ad hoc presentation explaining selling related concepts. Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference) Hold workshops & seminars. Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity. MEASURES OF SUCCESS Adj MFYP - Cross Sell Sr ADM & Above MFYP Standard Adj MFYP - Business Insurance and NRI MDRT/EC/CEO Council Targets AAP and CEIP Active Qualifying Criteria & Who can apply Graduate preferably with an MBA degree Should be G3/M3 in last Performance cycle Should have been in the current role for 15 months and above KNOWLEDGE / SKILLS / ABILITIES High level of relation making skills and ability to build trust High level of action orientation and learning skills Ability to role model Max Life Insurance way of working Ability to work under pressure Good product knowledge and sales process knowledge

Job Description Career Opportunities Position AM - Customer Care No. of Positions 1 Department Operations Function Customer Care Location Gurgaon - HO Key Responsibilities Team handling and supervision Production Support Resolution of Queries Resolve all escalated complaints from Agent Advisor & Customers within the defined Service Level Agreement s Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to ensure that all local queries/complaints are resolved Ensure follow up with customers / Agents to ensure complete satisfaction Data Analysis Help in Root cause analysis of Queries / Complaints received Strictly follow the Escalation Matrix Measure of Success Customer satisfaction scores Agent satisfaction scores TAT of Customer/Agent query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience Graduate with 2-3 years experience in Operations / Customer Care The applicant should have Good English & Hindi speaking skills, a keen interest in the Internet and strong working knowledge of computers Knowledge and skills required Customer centricity Good communication skills Basic computer skills Job Description Career Opportunities Position AM - Customer Care No. of Positions 1 Department Operations Function Customer Care Location Gurgaon - HO Key Responsibilities Team handling and supervision Production Support Resolution of Queries Resolve all escalated complaints from Agent Advisor & Customers within the defined Service Level Agreement s Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to ensure that all local queries/complaints are resolved Ensure follow up with customers / Agents to ensure complete satisfaction Data Analysis Help in Root cause analysis of Queries / Complaints received Strictly follow the Escalation Matrix Measure of Success Customer satisfaction scores Agent satisfaction scores TAT of Customer/Agent query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience Graduate with 2-3 years experience in Operations / Customer Care The applicant should have Good English & Hindi speaking skills, a keen interest in the Internet and strong working knowledge of computers Knowledge and skills required Customer centricity Good communication skills Basic computer skills

Career Opportunities Job Code LPC -SI Date of Posting Position Sr Associate Partner/Associate Partner No. Of Positions 1 Department Agency Function Agency Reporting to Zone Head - LPC Band 4A/4B Locations Last date of application JOB SUMMARY Increase Established Agent Advisor Retention & productivity Develop single point relationship with the Top Performing AA s to enhance agent retention Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns. Drive and Improve Sr ADM and above productivity Leverage Business Insurance and NRI Sales to improve productivity. Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment. Drive the agency for recognition and rewards platform Drive them for council and MDRT recognitions. KEY RESPONSIBILITIES Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning. Identify, educate, train and support Top AA contributors and Sr ADM s and Above and be reactive to their needs. Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location. Develop Ad hoc presentation explaining selling related concepts. Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference) Hold workshops & seminars. Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity. MEASURES OF SUCCESS Adj MFYP - Cross Sell Sr ADM & Above MFYP Standard Adj MFYP - Business Insurance and NRI MDRT/EC/CEO Council Targets AAP and CEIP Active Qualifying Criteria & Who can apply Graduate preferably with an MBA degree Should be G3/M3 in last Performance cycle Should have been in the current role for 15 months and above KNOWLEDGE / SKILLS / ABILITIES High level of relation making skills and ability to build trust High level of action orientation and learning skills Ability to role model Max Life Insurance way of working Ability to work under pressure Good product knowledge and sales process knowledge Career Opportunities Job Code LPC -SI Date of Posting Position Sr Associate Partner/Associate Partner No. Of Positions 1 Department Agency Function Agency Reporting to Zone Head - LPC Band 4A/4B Locations Last date of application JOB SUMMARY Increase Established Agent Advisor Retention & productivity Develop single point relationship with the Top Performing AA s to enhance agent retention Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns. Drive and Improve Sr ADM and above productivity Leverage Business Insurance and NRI Sales to improve productivity. Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment. Drive the agency for recognition and rewards platform Drive them for council and MDRT recognitions. KEY RESPONSIBILITIES Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning. Identify, educate, train and support Top AA contributors and Sr ADM s and Above and be reactive to their needs. Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location. Develop Ad hoc presentation explaining selling related concepts. Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference) Hold workshops & seminars. Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity. MEASURES OF SUCCESS Adj MFYP - Cross Sell Sr ADM & Above MFYP Standard Adj MFYP - Business Insurance and NRI MDRT/EC/CEO Council Targets AAP and CEIP Active Qualifying Criteria & Who can apply Graduate preferably with an MBA degree Should be G3/M3 in last Performance cycle Should have been in the current role for 15 months and above KNOWLEDGE / SKILLS / ABILITIES High level of relation making skills and ability to build trust High level of action orientation and learning skills Ability to role model Max Life Insurance way of working Ability to work under pressure Good product knowledge and sales process knowledge

Job Description Career Opportunities Position Senior Associate- Customer Care No. of Positions 1 Department Operations Function Customer Care Location Gurugram -90C Key Responsibilities Resolution of Queries Resolve all escalated complaints from Agent Advisor & Customers within the defined Service Level Agreement s Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to ensure that all local queries/complaints are resolved Ensure follow up with customers / Agents to ensure complete satisfaction Publish MIS and Dashboards Data Analysis Help in Root cause analysis of Queries / Complaints received Strictly follow the Escalation Matrix Measure of Success Customer satisfaction scores Agent satisfaction scores TAT of Customer/Agent query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience Graduate with 1-2 years experience in Operations / Customer Care The applicant should have Good English & Hindi speaking skills, a keen interest in the Internet and strong working knowledge of computers Knowle Job Description Career Opportunities Position Senior Associate- Customer Care No. of Positions 1 Department Operations Function Customer Care Location Gurugram -90C Key Responsibilities Resolution of Queries Resolve all escalated complaints from Agent Advisor & Customers within the defined Service Level Agreement s Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to ensure that all local queries/complaints are resolved Ensure follow up with customers / Agents to ensure complete satisfaction Publish MIS and Dashboards Data Analysis Help in Root cause analysis of Queries / Complaints received Strictly follow the Escalation Matrix Measure of Success Customer satisfaction scores Agent satisfaction scores TAT of Customer/Agent query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience Graduate with 1-2 years experience in Operations / Customer Care The applicant should have Good English & Hindi speaking skills, a keen interest in the Internet and strong working knowledge of computers Knowledge and skills required Customer centricity Good English Communication and Email skills Basic computer skills dge and skills required Customer centricity Good English Communication and Email skills Basic computer skills Job Description Career Opportunities Position Senior Associate- Customer Care No. of Positions 1 Department Operations Function Customer Care Location Gurugram -90C Key Responsibilities Resolution of Queries Resolve all escalated complaints from Agent Advisor & Customers within the defined Service Level Agreement s Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to ensure that all local queries/complaints are resolved Ensure follow up with customers / Agents to ensure complete satisfaction Publish MIS and Dashboards Data Analysis Help in Root cause analysis of Queries / Complaints received Strictly follow the Escalation Matrix Measure of Success Customer satisfaction scores Agent satisfaction scores TAT of Customer/Agent query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience Graduate with 1-2 years experience in Operations / Customer Care The applicant should have Good English & Hindi speaking skills, a keen interest in the Internet and strong working knowledge of computers Knowledge and skills required Customer centricity Good English Communication and Email skills Basic computer skills