The role will be responsible for expanding the agent base, strengthening existing relationships and identifying opportunities to drive revenue growth, with a focus on providing exceptional client service and support. They will also be responsible to support the sales and profitability targets for the branch.
Individual Responsibilities
Financial Performance
- Meet the sales target in line with the branch objectives and goals
- Oversee collection of outstanding payments and manage financial performance in the sales unit
Agent Management
- Responsible for managing relationship with preferred agents, supporting agents to grow their business and help increase the share of wallet.
- Provide excellent service to agents including prompt response to queries, effective claims tracking, accurate quotation generation
- Regular visits to assigned agents, to maintain relationship, business development discussions, training, and general problem solving
- Conduct CPD training for agent at branch level
- Verify monthly CBC breaches report sent by HQ for PIAM quarterly reporting
- Obtain information for the unsubmitted or unconverted cover notes from agents
- Manage agent's statement of accounts
Agent recruiting and growth
- Recruit, onboard and develop preferred agents, and ensure activation
- Focus on driving profitable motor segments through agents
- Maintain relationship and continue building trust with preferred segment of agents, thus growing their share of wallet
- Drive Agents growth by identifying their needs, organizing customized trainings, and through targeted interventions
Business Operations
- Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support functions
- Ensure that the branch SLAs and TATs are met
- Respond to various requests from customers, agents and HQ
- Provide training to junior staff on best sales practices
Compliance
- Ensure consistency with risk management guidelines
- Ensure compliance with regulations and laws
- Ensure good corporate governance is practiced and are being exercised
Education/Academic Qualifications:
Minimum Diploma or bachelor's degree in any related field
Functional knowledge/Technical skill:
- Experience in risk management, UW of Insurance products
- Sales and Marketing Skills
- Ability to build long term relationship with key clients
- Communication and negotiation skills
- Solution oriented approach
- Analytical ability
- At least 5 years working experience in insurance industry
