Managing Partner

Job Description

• Role & Responsibility(Details of the roles & responsibility)
• 1. Develop a plan to drive the Branch objectives within a location
• 2. Accountable for delivering the short- and long-term sales and profit results of the market through recruitment of APs, development of APs, activation of APs and improved processes
• 3. Display leadership, provide coaching and help in planning for their respective teams.
• 4. Build positive business relationships with key customers/advisors including IRDA Agent, AP Training, and other support functions
• 5. Creating and Coding of AP - Planning and Goal Setting responsible to drive the planning mechanism for his respective unit and support the AP in planning.
• 6. Conducts review discussions/wakeup meetings as and when required Plan goals & performance needs for APs in a periodic manner Is expected to be an expert in the sales process, and conduct mechanisms to build same with his team throughperiodic on floor coaching
• 7. Own the operational aspects of Creation and coding of a new AP and other day to day interactions with support functionswhenever required Recruiting Organize and run recruitment events for APs and Agents Is an expert in the recruitment and is able to identify the prospective Agents and APs for the unit
• 8. Developing and Coaching - successfully run Train -Audit-Retrain cycle on skills of APs Selection to on boarding of the APs and responsible for APs income. Help whenever needed in prospecting/suspecting activity in the field Operate as a product subject matter expert Attend joint field work activity Contact APs who are falling short of Contract Maintenance criteria to re- activate them or arrange training
• 9. Client and Agents Servicing on Claim process -need to explain the process and system for claim to AP and respective agentson regulars basis, Educate the AP and their team on Health UW and Knowledge sharing to improve the LR %.
• 10. Creation of AP from License Agents Coaching and Skill set training to the aspired Agent to become the AP, providing the support for further recruitment skills and development of new potential agents

Keyskills :
agent recruitmentagencyunitinsurance agency managementbusiness developmentagency development