Assistant Manager - Agency Business Associates, Visp
Client: Tata AIA Life Insurance
Location: Visp
Job Category: Other
Job Reference: f7dcfbadf867
Job Views: 10
Posted: 22.01.2025
Expiry Date: 08.03.2025
Job Description: A Position Overview
Position Title: Business Associate Manager
Department: Agency Business
Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month-on-month basis, as per the standards laid down by the organization.
B Organizational Relationships
Reports To: Branch Manager
C Job Dimensions
Geographic Area Covered: Defined Branch
Stakeholders Internal: Branch Operations, Distribution Operations
External: Business Associates and Advisors
D Key Result Areas:
Recruit Business Associates and Advisors
Coordinate for the regulatory trainings
Manage daily, weekly, and monthly choreography
Conduct daily, weekly, and monthly Business Associate meetings
Income and goal-setting exercises for the month
Joint field work along with business associates and advisors to source insurance policies
Drive business submission and issuances
Clearance of pending cases for documentation and medicals as a part of the issuance process
Achieve monthly objectives and targets
Motivate advisors and business associates for various contests and sales enablers
Daily updates about the status of business and applicability in contests
Maintain healthy relationships with all stakeholders like customers and distributors
Work on opportunities for cross-sell and upsell
Focused effort to drive renewal premium collection
Skills Required
Technical: Good Knowledge of MS Office / MS Excel
Behavioral: Drive for results (achievement of targets)
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