Team Supervision & Leadership:

• Assist in managing and leading the branch team, ensuring daily operations run smoothly.
• Motivate and support agents and staff to meet performance targets.

Sales & Business Development:

• Drive sales growth by identifying new opportunities and expanding the customer base.
• Support agents in achieving individual and team sales goals.

Customer Relationship Management:

• Oversee client interactions, ensuring high levels of customer satisfaction and retention.
• Handle escalated customer issues and resolve complaints promptly.

Operations Management:

• Ensure smooth branch operations, including adherence to company policies and regulatory standards.
• Assist with underwriting, policy issuance, and claims processing.

Reporting & Documentation:

• Monitor branch performance and prepare regular reports for senior management.
• Ensure accurate record-keeping and proper documentation of policies and transactions.

Training & Development:

• Assist in training new employees and ongoing development of team members.
• Ensure team compliance with industry regulations and company procedures.

Risk & Compliance Management:

• Ensure compliance with legal and regulatory requirements in all branch activities.
• Monitor risk management practices within the branch to prevent issues.

Branch Financial Management:

• Assist in budgeting, expense control, and managing the branch's financial targets.