Manager - Agency Business Associates

Role description

BA Management

.Recruit Direct PBAs, identify and create PBAs from existing advisor base

.Develop BAs through coaching, training, team management and support, etc.

.Drive BAs to recruit advisors in their team, make them active on business month-on-month, drive higher case rate per active advisor and case size to achieve business targets

.Provide operational support to BAs in terms of business submission, issuance, pending resolve, new advisor licensing, etc.

.Plan, Monitor and Review BAs on a regular basis - to drive their team Activity, Case Rate and Case Size

.Ensure that the BAs are meeting their team targets and improving their performance and earnings consistantly

.Ensure that A&H & Pension targets are met through a healthy product mix.

Recruitment of new advisors through Business Associates

.Work with BAs to drive recruitment of new advisors

.Undertake activities like Career Opportunity Presentations and other footfall activities to drive recruitment

.Provide support to BAs to organize COPs & other events as required

.Follow the Recruitment process as laid down by the company for recruitment of new agents - to ensure both quality and quantity of recruitment

Ensure BA and Advisors progress towards higher career levels

.Help the BA develop more leaders in his direct and indirect teams, and thus progress onto higher career levels

.Help the BA in developing agents in direct and indirect teams to enable them to move to higher career levels and thus earn more

.Coach and mentor the BAs to develop the right knowledge and skills

Persistency

.Ensure good quality business to achieve the required persistency standards.

.Monitor collection of modal FYP and Renewal premiums

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards.

MIS & Reporting

Maintain required trackers & reports to be submitted to various stakeholders.