Job
Description
Job Description Job Title Partner- Office Head Location Multiple Department Agency Function Agency Partner Channel Reporting to Regional Manager Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office Desired qualification and experience Job Specifications Over 7 years of experience in sales and sales management, recruitment, supervision and development of people. Should have local market exposure and experience in process driven, quality sales system organizations Graduate preferably with an MBA KEY COMPETENCIES/SKILLS REQUIRED Familiarity with local market Skills in recruitment, supervision development of teams Result orientation Strong network Demonstrated ability in leading people Achievement Orientation About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply Job Description Job Title Partner- Office Head Location Multiple Department Agency Function Agency Partner Channel Reporting to Regional Manager Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office Desired qualification and experience Job Specifications Over 7 years of experience in sales and sales management, recruitment, supervision and development of people. Should have local market exposure and experience in process driven, quality sales system organizations Graduate preferably with an MBA KEY COMPETENCIES/SKILLS REQUIRED Familiarity with local market Skills in recruitment, supervision development of teams Result orientation Strong network Demonstrated ability in leading people Achievement Orientation About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
