Relationship Manager

Job Description

1. Agency Recruitment & Activation

• Identify, recruit, and onboard insurance advisors/agents as per defined norms.
• Ensure timely licensing and activation of agents.
• Build a strong and sustainable agency network in the assigned geography.

2. Business Development & Sales

• Drive premium generation through the agency channel.
• Achieve monthly, quarterly, and annual sales targets (AOP aligned).
• Monitor agent productivity and ensure continuous business flow.

3. Agent Training & Development

• Conduct training sessions on products, sales techniques, and processes.
• Guide agents on customer acquisition and closure strategies.
• Ensure agents are updated on product changes and market offerings.

4. Relationship Management

• Build strong engagement with agents to drive retention and loyalty.
• Conduct regular meetings, field visits, and performance reviews with agents.
• Resolve agent queries and provide end-to-end sales support.

5. Operational & Process Excellence

• Ensure accurate and timely submission of proposals and documentation.
• Coordinate with underwriting, operations, and claims teams.
• Maintain hygiene on policy issuance and follow up on pending cases.

6. Governance & Compliance

• Ensure adherence to IRDAI guidelines and company policies.
• Maintain documentation and audit compliance for agent activities.

Monitor mis-selling and take corrective actions where required.