Channel Sales Manager - Insurance Agency

Channel Sales Manager - Agency Health

Role Summary

Insurance is a flourishing industry in India, with several national and international players competing and growing at rapid rates. Agency is a distribution channel offers wider and deeper penetration to the market for sustained growth over a period.

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.

• Manage the daily activity of producers to ensure strong pipeline.
• Coach and guide to cross sell and grow the business
• Make individual agents grow at least 20% for every year
• Ensuring IRDA compliance regarding licensing and commission payments of agents
• Responsible for ensuring quality of applications
• Support/guide the producers in all activities related to policy services
• Train agents on products, process and USP’s of Co.

1. Responsible for Achieving overall Gross Written Premium

2. Responsible for sustainable Profitability

3. To maintain the Hygiene

4. Recruitment and retentio of agengts 

5. Responsible for Activation

Internal Stakeholders 

• Operations (BOPs& COPs) – for the issuance of policies
• Underwriter – for analyzing the risk factor
• Finance Team – Taxations handling
• Human Resources – to share foresights into the business and build the talent pool accordingly
• Training Team – for train the employees
• NSM/RSM/ASM – for some suggestions

External Stakeholders 

• Agents
• Broker

• 1-2 years of experience in insurance
• At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.

• Any Graduation

Key Accountabilities/ Responsibilities

Insurance is a flourishing industry in India, with several national and international players competing and growing at rapid rates. Agency is a distribution channel offers wider and deeper penetration to the market for sustained growth over a period.

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.

• Manage the daily activity of producers to ensure strong pipeline.
• Coach and guide to cross sell and grow the business
• Make individual agents grow at least 20% for every year
• Ensuring IRDA compliance regarding licensing and commission payments of agents
• Responsible for ensuring quality of applications
• Support/guide the producers in all activities related to policy services
• Train agents on products, process and USP’s of Co.

1. Responsible for Achieving overall Gross Written Premium

2. Responsible for sustainable Profitability

3. To maintain the Hygiene

4. Recruitment and retentio of agengts 

5. Responsible for Activation

Internal Stakeholders 

• Operations (BOPs& COPs) – for the issuance of policies
• Underwriter – for analyzing the risk factor
• Finance Team – Taxations handling
• Human Resources – to share foresights into the business and build the talent pool accordingly
• Training Team – for train the employees
• NSM/RSM/ASM – for some suggestions

External Stakeholders 

• Agents
• Broker

• 1-2 years of experience in insurance
• At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.

• Any Graduation

Stakeholder interfaces

Insurance is a flourishing industry in India, with several national and international players competing and growing at rapid rates. Agency is a distribution channel offers wider and deeper penetration to the market for sustained growth over a period.

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.

• Manage the daily activity of producers to ensure strong pipeline.
• Coach and guide to cross sell and grow the business
• Make individual agents grow at least 20% for every year
• Ensuring IRDA compliance regarding licensing and commission payments of agents
• Responsible for ensuring quality of applications
• Support/guide the producers in all activities related to policy services
• Train agents on products, process and USP’s of Co.

1. Responsible for Achieving overall Gross Written Premium

2. Responsible for sustainable Profitability

3. To maintain the Hygiene

4. Recruitment and retentio of agengts 

5. Responsible for Activation

Internal Stakeholders 

• Operations (BOPs& COPs) – for the issuance of policies
• Underwriter – for analyzing the risk factor
• Finance Team – Taxations handling
• Human Resources – to share foresights into the business and build the talent pool accordingly
• Training Team – for train the employees
• NSM/RSM/ASM – for some suggestions

External Stakeholders 

• Agents
• Broker

• 1-2 years of experience in insurance
• At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.

• Any Graduation

Experience

Insurance is a flourishing industry in India, with several national and international players competing and growing at rapid rates. Agency is a distribution channel offers wider and deeper penetration to the market for sustained growth over a period.

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.

• Manage the daily activity of producers to ensure strong pipeline.
• Coach and guide to cross sell and grow the business
• Make individual agents grow at least 20% for every year
• Ensuring IRDA compliance regarding licensing and commission payments of agents
• Responsible for ensuring quality of applications
• Support/guide the producers in all activities related to policy services
• Train agents on products, process and USP’s of Co.

1. Responsible for Achieving overall Gross Written Premium

2. Responsible for sustainable Profitability

3. To maintain the Hygiene

4. Recruitment and retentio of agengts 

5. Responsible for Activation

Internal Stakeholders 

• Operations (BOPs& COPs) – for the issuance of policies
• Underwriter – for analyzing the risk factor
• Finance Team – Taxations handling
• Human Resources – to share foresights into the business and build the talent pool accordingly
• Training Team – for train the employees
• NSM/RSM/ASM – for some suggestions

External Stakeholders 

• Agents
• Broker

• 1-2 years of experience in insurance
• At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.

• Any Graduation

Education

Insurance is a flourishing industry in India, with several national and international players competing and growing at rapid rates. Agency is a distribution channel offers wider and deeper penetration to the market for sustained growth over a period.

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.

• Manage the daily activity of producers to ensure strong pipeline.
• Coach and guide to cross sell and grow the business
• Make individual agents grow at least 20% for every year
• Ensuring IRDA compliance regarding licensing and commission payments of agents
• Responsible for ensuring quality of applications
• Support/guide the producers in all activities related to policy services
• Train agents on products, process and USP’s of Co.

1. Responsible for Achieving overall Gross Written Premium

2. Responsible for sustainable Profitability

3. To maintain the Hygiene

4. Recruitment and retentio of agengts 

5. Responsible for Activation

Internal Stakeholders 

• Operations (BOPs& COPs) – for the issuance of policies
• Underwriter – for analyzing the risk factor
• Finance Team – Taxations handling
• Human Resources – to share foresights into the business and build the talent pool accordingly
• Training Team – for train the employees
• NSM/RSM/ASM – for some suggestions

External Stakeholders 

• Agents
• Broker

• 1-2 years of experience in insurance
• At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.

• Any Graduation

Experience Level

Mid Level