Insurance Sales

Position Assistant Manager- Broking Business Function Corporate Agency and Broking
Department Corporate Agency and Broking Band 5A/5B/4
JOB SUMMARY:
Job PurposeTo Drive business through channel partner's sales team and distribution network.
Key Responsibilities:
1. To Build strong relationship across the partner network
2. To Grow the business by driving sales of MLI products through partner sales team
3. To Organize catch-up meetings with partners and their clients to introduce MLI products in their portfolios
4. To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
5. To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
6. To Prepare and send daily report on meetings and sales numbers to all stakeholders
7. To Track the status of logged in policies in the central MIS
8. To Update on the tasks assigned for driving focused business through the task MIS
9. To Maintain and update the persistency data of the assigned cases
10. To Train partner RMs on MLI products and processes
KEY RELATIONSHIPS:
Internal:
 Business Heads
 MLI HR & Sales Training Team
 MLI Operations Team
External:
 Business Partners
 Top Insurance Brokers
 Top Clients
Measures of Success:
 Actual sales generated vs plan
 Accuracy and timeliness of sales reports
 Actual activity vs targeted activity
 Accuracy of competitor information;
up to date data; Identification of potential
contacts and conversion to channel
partner/customer.
DESIRED QUALIFICATIONS and EXPERIENCE:
 Qualifications: Graduate / Post Graduate
Experience: 2 - 6 years of relevant in Insurance Sales in Broking / Banca Sales