Branch Head - APC - Sambalpur

ob Summary

The Agency Partner Channel Manager is responsible for recruiting, training, and managing insurance advisors/agents to drive sales through the agency distribution channel. The role involves building a productive agent network, supporting them in achieving sales targets, and ensuring compliance with company policies.

Key Responsibilities

1. Agent Recruitment

• Identify and recruit potential insurance advisors/agents.

• Build and maintain a strong agency network.

• Conduct interviews and onboarding for new agents.

2. Training & Development

• Provide product training, sales training, and compliance guidance to agents.

• Help agents understand insurance products and sales processes.

• Conduct regular training sessions, meetings, and workshops.

3. Sales & Business Development

• Support agents in generating leads and closing insurance policies.

• Achieve monthly, quarterly, and annual sales targets.

• Promote company insurance products like life, health, or general insurance.

4. Agent Support & Relationship Management

• Maintain strong relationships with agents.

• Motivate and mentor agents to improve productivity.

• Assist agents in resolving customer queries and policy servicing.

5. Performance Monitoring

• Track agent performance and productivity.

• Identify underperforming agents and provide improvement plans.

• Prepare sales reports and forecasts.

6. Compliance & Documentation

• Ensure agents follow IRDAI guidelines and company policies.

• Maintain proper documentation and reporting.

Key Skills Required

• Sales and business development

• Recruitment and networking

• Relationship management

• Communication and negotiation skills

• Leadership and team management

• Knowledge of insurance products

Qualifications

• Bachelor’s degree (preferred in Business, Finance, Marketing)

• 1–5 years experience in insurance sales or agency channel

• Experience in team handling or agent recruitment is preferred

Key Performance Indicators (KPIs)

• Number of agents recruited

• Active agent ratio

• Premium/business generated

• Agent retention rate

• Policy conversion ratio