Agency Manager

Apply only if you have sales experience in insurance, NBFC sector.

location: Bhubaneswar, Cuttack, Puri, Balasore, Baripada, Jagatsinghpur, Rourkela, Sambalpur, Nayagarh

CTC-2.75 to 3.25 LPA

Age within 33 years

Job Purpose

To drive health insurance sales through the agency channel by recruiting, training, and managing insurance advisors/agents while ensuring achievement of sales targets and maintaining strong customer relationships.

Key Responsibilities

1. Agent Recruitment

• Identify and recruit potential insurance advisors/agents to build a strong agency network.
• Conduct interviews and onboarding processes for new agents.
• Ensure completion of regulatory and company documentation for new recruits.

2. Training & Development

• Provide product training, sales training, and process guidance to agents.
• Support agents in developing effective sales strategies and customer acquisition skills.
• Conduct regular meetings, coaching sessions, and performance reviews.

3. Sales & Business Development

• Achieve monthly and annual health insurance sales targets through the agency channel.
• Assist agents in closing sales and acquiring new customers.
• Promote health insurance products to individuals, families, and corporate prospects.

4. Agent Activation & Retention

• Ensure agents remain active and productive.
• Motivate and guide agents to improve performance.
• Implement strategies to retain high-performing agents.

5. Customer Relationship Management

• Support agents in servicing customers and resolving queries.
• Ensure high levels of customer satisfaction and policy persistency.

6. Compliance & Reporting

• Ensure compliance with IRDAI regulations and company policies.
• Maintain accurate sales reports, recruitment records, and performance data.
• Submit periodic reports to the Branch Manager.

Key Performance Indicators (KPIs)

• Number of agents recruited and activated
• Premium generated (business volume)
• Policy conversion ratio
• Agent productivity
• Customer retention and policy persistency

Eligibility Criteria

Education

• Graduate in any discipline (MBA preferred)

Experience

• 1-2 years of experience in insurance sales / agency channel / financial services

Skills Required

• Strong sales and negotiation skills
• Team management and leadership ability
• Good communication and networking skills
• Knowledge of health insurance products
• Ability to train and motivate agents

Preferred Background

• Experience in health insurance, life insurance, or general insurance agency channel.
• Experience in agent recruitment and sales target management.