Branch Relationship Manager - Agency channel
Branch Relationship Manager - Agency channel
Skill Lab Services- Posted 13 hours ago
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Job Description
Roles and Responsibilities – Branch Relationship Manager (Agency Channel) | Life Insurance
- Agency Partner Recruitment
- Recruit and onboard insurance advisors/agents for the branch.
- Identify potential candidates and build a strong agency network.
- Advisor Training & Development
- Train agents on products, sales processes, and compliance guidelines.
- Conduct regular coaching sessions to improve productivity.
- Sales Target Achievement
- Drive life insurance sales and achieve assigned business targets.
- Monitor daily, weekly, and monthly performance.
- Business Development
- Generate new business opportunities through agents and referrals.
- Develop strategies to increase branch revenue.
- Relationship Management
- Maintain strong relationships with advisors and key stakeholders.
- Resolve partner concerns and provide support.
- Team Management
- Motivate and guide agency advisors to improve performance.
- Track advisor activation and retention.
- Customer Acquisition
- Support agents in customer meetings and policy closures.
- Ensure quality customer service and customer retention.
- Compliance & Documentation
- Ensure adherence to company policies and regulatory guidelines.
- Verify proper documentation and policy issuance processes.
- Market Analysis
- Track competitor activities and market trends.
- Identify opportunities for growth in the assigned territory.
- Reporting
- Prepare sales reports and provide updates to management.
- Monitor branch productivity and business metrics.
- Sales and relationship management
- Team handling and leadership
- Communication and negotiation skills
- Target-oriented approach
- Knowledge of life insurance products and processes
More Info
Key Skills
Team handling and leadership
Target-oriented approach
Sales and relationship management
Knowledge of life insurance products and processes
Communication and negotiation skills
About Company