
Function 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
a)
Resolving policy service need
b)
Renewal collection to resolve
policy holder’s service needs,
Cross sale opportunity.
Job
Summary:
ü
Manage a team of 10 Advisor Development and Retention Managers (
ADRMs)
ü
Supervise team of ADRMs
ü
ADRMs will be assigned team of 15-30 existing advisors and not
responsible for new advisor recruitment
ü
Drive month-on-month activation and retention of assigned
advisors
Key Responsibilities/ Key Deliverables:
ü
Drive Input behaviors with the assigned team of ADRMs and
Advisors
ü
Drive cross sales and new sales from the assigned team of ADRMs
and advisors.
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Meeting the sales plan numbers consistently
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Maintain and improve the Sales Quality Standards by maintaining
the Persistency standards.
ü
Training and Development of the team of ADRMs, advisors for new
product launches / revision in the existing policies.
ü
Drive advisor attendance in Trainings and GO-meets.
ü
Work with other functions / departments and work towards solving
roadblocks faced by team of ADRMs and advisors
Measures of
Success:
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New Business Premium Sourced
ü
Advisor Activation & Productivity month on month
ü
Cross-Sell Conversion
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Meeting Persistency standards
ü
ADRMs meeting standards
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Adhering to Input behaviors as per the defined standards
Key Specifications:
Additional Details:

At Ontrack, with unwavering focus on quality and consistency, we offer our clients comprehensive recruitment services. In the present dynamic corporate scenario, we constantly upgrade our skill set to not only meet the increasing demand for right talent but also put in all effort to ably match the prerequisites specified by clients. We have the following services in place.
• Temporary Staffing
• Permanent Staffing
• Payroll Outsourcing