Job Title
Partner- Office Head
Location
Kolkata Greenfield
Department
Agency
Function
Agency
Reporting to
Regional Manager
Band
3
Channel Summary
The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in
a) Resolving policy service need
b) Renewal collection to resolve policy holder's service needs, Cross sale opportunity
Job Summary:
Responsible for productivity of the Branch Office and for recruitment and development of FLS
Business Development Managers
Key Responsibilities/ Key Deliverables:
To meet the revenue targets for the GO
To track the productivity measures as per the GPA: Premium per agent, case rate, persistency
Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers
Adhere to Business Development Managers linked sales and service standards
Conduct weekly performance review (PRP) for Business Development Managers
To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis.
To meet rural and social policy targets
Help Business Development Managers use the AWS system for maximizing business from a given target market.
Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards.
To ensure that all Business Development Managers and Agents under supervision perform as per the company's rules and regulations.
Measures of Success:
Recruitment of Top Advisors/Financial
Distributors from competition
Achievement of planned sales volume in the assigned territory
Top Advisor Productivity & Retention
Manager Retention
Audit observations
Quality of Business
Key Relationships (Internal / External):
HO co-ordination
Sales promotion activities
overall running of the Office
About Max Life Insurance:
Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.
Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its
operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.
For more information, please visit the Company's website at
We Stand for:
Caring
A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.
Collaboration
A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork.
Customer Obession
A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.
Growth Mindset
An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.
People Leadership
A people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.
"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."
Job Title
Partner- Office Head
Location
Kolkata Greenfield
Department
Agency
Function
Agency
Reporting to
Regional Manager
Band
3
Channel Summary
The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in
a) Resolving policy service need
b) Renewal collection to resolve policy holder's service needs, Cross sale opportunity
Job Summary:
Responsible for productivity of the Branch Office and for recruitment and development of FLS
Business Development Managers
Key Responsibilities/ Key Deliverables:
To meet the revenue targets for the GO
To track the productivity measures as per the GPA: Premium per agent, case rate, persistency
Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers
Adhere to Business Development Managers linked sales and service standards
Conduct weekly performance review (PRP) for Business Development Managers
To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis.
To meet rural and social policy targets
Help Business Development Managers use the AWS system for maximizing business from a given target market.
Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards.
To ensure that all Business Development Managers and Agents under supervision perform as per the company's rules and regulations.
Measures of Success:
Recruitment of Top Advisors/Financial
Distributors from competition
Achievement of planned sales volume in the assigned territory
Top Advisor Productivity & Retention
Manager Retention
Audit observations
Quality of Business
Key Relationships (Internal / External):
HO co-ordination
Sales promotion activities
overall running of the Office
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