Executive Trainee

Position Description:

A Sales Manager (Agency) is primarily responsible for managing relationships specifically for Agency channel partners and driving business through the same

Scope of work:

• Achieve monthly topline targets
• Ensure diversification of portfolio into the motor, non-motor, health products
• Responsible for recruitment of Agents through various sources to ensure achievement of business targets
• Responsible for Achieving overall GWP (Gross Written Premium)
• Responsible for sustainable Profitability
• Responsible to maintain COR at budgeted levels
• Combined Ratio- Minimizing Loss & Cost of Acquisition
• Ensure month on month activation of agents as per targets set.
• Coordinating with other departments such as U/W, Claims, & Operations
• Responsible to maintain & enhance service levels provided to the clients thus ensuring sustenance of the existing business. This would be done through follow ups, coordination with other stakeholders for approvals, pay-outs etc. & other administrative activities for seamless working.
• Ensuring IRDAI compliance regarding licensing & commission payments to Agents.
• Support/guide the Agents in all activities related policy services
• Train Agents/Channel partners on products, process and USPs of Company
• Identify the area of improvement & enhancing business opportunity
• Responsible for explorations & identification of new business avenues by way of cold calling, generation of referrals or business leads & networking through agents.
• Ensure month on month activation of agents as per targets set
• Managing daily reports and MIS pertaining to the branch
• Monitoring daily receipts, payment and other bank transactions
• Policy issuance/Cancellation/endorsement
• Resolve the discrepancies raised by the Underwriter and issue policies at branch level.
• Analysing and resolving the rejections of policy related issues
• Handling reconciliation
• Closely monitoring open receipts and recoveries and closing them on time
• Handle other operational work

1. Interpersonal Skill
2. Communicational Skills 3. Negotiation Skills 4. Proactiveness 6. Assertiveness