Job Description
Role Purpose
To lead and grow the agency business of the branch by recruiting, training, and managing insurance advisors/agents, achieving sales targets, and ensuring high levels of customer service and compliance.
Key Responsibilities
Business Development & Sales
- Achieve branch sales and revenue targets.
- Drive insurance policy sales through agency advisors.
- Develop and implement local sales strategies to increase market share.
- Monitor branch performance and take corrective actions when needed.
Agency Recruitment & Development
- Recruit quality insurance advisors/agents.
- Conduct induction, training, and development programs.
- Motivate and retain high-performing advisors.
- Build a strong agency force to support business growth.
Team Management
- Lead and supervise sales managers and agency teams.
- Set performance goals and monitor productivity.
- Conduct regular reviews, coaching, and performance feedback.
Customer Relationship Management
- Ensure excellent customer service and policyholder satisfaction.
- Resolve customer escalations and service issues.
- Build long-term relationships with key customers and business partners.
Operations & Compliance
- Ensure adherence to company policies and regulatory requirements.
- Monitor documentation, policy issuance, and branch operations.
- Maintain audit readiness and compliance standards.
Reporting & Analysis
- Prepare sales forecasts and branch performance reports.
- Analyze business trends and identify growth opportunities.
- Report key metrics to regional management.
