Branch Manager

Role & responsibilities

• Taking care of the profitability of the branch along with maintaining the bottom line.
• Selection, Recruitment & Training of Sales Managers.
• Looking for Branch Administration, Discipline, Costing and Expenses.
• Driving out Plans to achieve Sales Targets.
• Providing knowledge about Products and software tools to Sales Manager like Premia, Round One, Claims Tracker etc. to enable them to know the difference process to book business.
• Interacting with them on daily basis for judging their business and competition knowledge along with their business commitment level.
• Issuing of Policies and taking care of compliance.
• Coordination with Business Development Manager for activation of agent/ advisors.
• Team Briefing on daily/ weekly basis to educate and update them about our new product / competition, to understand about the competition challenges.
• Discussing of Business Plans, Promotional actives to motivate the advisor to generate business.
• Interacting with underwriter (U/w) on day to day basis for Corporate GMC/ GPA Quotes along with Medical Approval.
• Assistance, Follow-Up and Closer of Corporate Quotes and final approval of quotes.
• Coordinating with Claim Team for claims status.
• Clearing of Business queries and the earning level of the advisors.
• Enabling Sales Manager to enhance their team by Building Community network to helping them to recruitment productive Advisors/Agents for achieving the month on month targets, fixing of meeting with brokers / corporate clients.
• Looking for opportunities & Mobilizing of team into different sector of the market to extract the maximum business out.
• Planning of business plan on quarterly basic & further distributing them on monthly basic depending upon the market trends and the business achievement of our branch on last year performanc