Assistant Manager - Agency Strategy
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A Position Overview
Position Title | AM / Manager - Business Quality (Agency Strategy) |
Department | Agency Sales |
Level/ Band | AM / Manager |
Role Summary:
B Organizational Relationships
Reports To | AVP - Business Quality (Agency Strategy) |
Supervises | NA |
C Job Dimensions
Geographic Area Covered | HO |
Internal Stakeholders | Agency |
DOPS/ Customer Service / Agency Sales | |
MIS Reporting / Process / Audit |
D Key Result Areas
Organization Process | Key Contributions |
Business reporting / Process reviews | . Prepare daily, weekly, and monthly MIS reports and dashboards. . Collect, validate, and analyze data from multiple sources. . Track business performance against targets and KPIs. . Identify trends, gaps, and performance issues and highlight them to management. . Maintain data accuracy, consistency, and confidentiality. . Coordinate with different departments to collect required information. . Automate and improve reporting processes to reduce manual work. . Provide analytical insights and management presentations as required. . Ensure timely submission of all scheduled reports. |
Audits | . Managing channel audits and discussions with audit teams . Understanding audit gaps and requirements . Recommend process changes with key control points and system controls . Implementation of control points and ensure action points are agreed with all relevant stake holders and take it to closure |
Liaison | . Liaison with relevant SPOCs with and outside department for planning and execution of changes . Liaison with sales teams for inputs and feedback . Liaison with CFT leads & other stake holders for taking feedback and buy-in for any changes and implementation |
E Skills Required
Technical | . Preferably Talic, Life insurance domain or any Finance industry . Experience in agency, Business reporting, distribution operations or customer service . Proficiency in MS excel, word, process flows, SOPs, and presentation skills | |
Behavioral | Essential | Desired |
Interpersonal skills | Desired | |
Communication skills | Desired | |
Creative thinking skills | Desired | |
Supervising/Leadership skills | Desired | |
Teamwork Skills | Essential | |
Influencing skills | Desired | |
Relationship Building skills | Essential | |
Decision making skills | Desired |
F Incumbent Characteristics
Essential | Desired | |
Qualification | Bachelor's degree | MBA |
Experience | 3+ |
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.
Job ID: 153705167
