Relationship Manager Agency

Key Responsibilities:

1. Agency Recruitment & Development

• Identify, recruit, and onboard high-potential insurance agents/advisors.
• Ensure effective training and development of new agents to drive productivity.
• Provide ongoing support and mentoring to agents for business development.

2. Sales Management

• Achieve monthly and quarterly sales targets through the agency network.
• Promote and sell financial products (e.g., insurance policies, investment plans, etc.) via agents.
• Drive cross-selling and upselling opportunities.

3. Relationship Building

• Build and maintain strong, long-term relationships with agency partners.
• Resolve escalations and support agents in addressing customer queries and objections.
• Organize agent meetings, recognition programs, and performance reviews.

4. Performance Monitoring & Reporting

• Track agent performance, analyze sales data, and prepare regular reports.
• Use dashboards and CRM tools to monitor business growth and agent engagement.
• Share feedback with management on market trends, customer needs, and competitor activities.

5. Compliance & Process Adherence

• Ensure agents follow all regulatory and company guidelines.
• Conduct periodic audits and ensure timely documentation and reporting.
• Maintain high standards of ethical selling and client servicing.