ob Summary
The Agency Partner Channel Manager is responsible for recruiting, training, and managing insurance advisors/agents to drive sales through the agency distribution channel. The role involves building a productive agent network, supporting them in achieving sales targets, and ensuring compliance with company policies.
Key Responsibilities
1. Agent Recruitment
Identify and recruit potential insurance advisors/agents.
Build and maintain a strong agency network.
Conduct interviews and onboarding for new agents.
2. Training & Development
Provide product training, sales training, and compliance guidance to agents.
Help agents understand insurance products and sales processes.
Conduct regular training sessions, meetings, and workshops.
3. Sales & Business Development
Support agents in generating leads and closing insurance policies.
Achieve monthly, quarterly, and annual sales targets.
Promote company insurance products like life, health, or general insurance.
4. Agent Support & Relationship Management
Maintain strong relationships with agents.
Motivate and mentor agents to improve productivity.
Assist agents in resolving customer queries and policy servicing.
5. Performance Monitoring
Track agent performance and productivity.
Identify underperforming agents and provide improvement plans.
Prepare sales reports and forecasts.
6. Compliance & Documentation
Ensure agents follow IRDAI guidelines and company policies.
Maintain proper documentation and reporting.
Key Skills Required
Sales and business development
Recruitment and networking
Relationship management
Communication and negotiation skills
Leadership and team management
Knowledge of insurance products
Qualifications
Bachelor's degree (preferred in Business, Finance, Marketing)
1-5 years experience in insurance sales or agency channel
Experience in team handling or agent recruitment is preferred
Key Performance Indicators (KPIs)
Number of agents recruited
Active agent ratio
Premium/business generated
Agent retention rate
Policy conversion ratio
