Insurance Relationship Manager

Key Responsibilities

• Sales & Business Development:

  Drive business growth by building and developing a sustainable and productive distribution force within the agency channel.

• Team Management:

  Lead, manage, and mentor a team of agents and other field staff (e.g., SDMs, UM, AM, BDMs) to foster a cohesive and high-performing unit.

• Target Achievement:

  Consistently achieve or exceed the branch's sales targets for health insurance products.

• Strategy Implementation:

  Implement tactical and strategic business initiatives and drive campaigns for upselling and cross-selling to maximize sales.

• Market & Competition:

  Track local competition and align monthly business activities to achieve sales objectives.

• Agent Development:

  Conduct regular training sessions and provide ongoing support to agents to enhance their selling skills and product knowledge.

• Operational Management:

  Ensure the smooth functioning of the branch operations, including customer service protocols and compliance with company policies.

• Customer Satisfaction:

  Maintain high levels of customer satisfaction through effective relationship management and query handling.