
BDR/ BDM/ Senior BDM/ BDS
1 week ago
Department: Health Agency Function: FLS - Health Agency Vertical: FLS - Health Agency
Purpose of the Job
Broad objective of the role: Engage in recruitment/empanelment and activation of new agents/brokers; build and maintain relationships with agencies and brokers to achieve GWP targets
Operating Network:
Key External: Agents, Brokers and their teams, key clients
Key Internal: U/W, Finance, Claims, IT Teams
Key Responsibilities
Health Agency Empanelment/Agent Recruitment:
40%
- Identify agencies/agents with high business potential to recruit quality agents/Empanelment brokers to drive business
- Provide daily information on club status, update them on new guidelines of the company to generate fresh leads
- Engage in recruitment of some different line of agents to focus on health business
- Onboard Brokers in a timely manner to ensure presence in focus segments / geographies
Health Agency Sales Growth
40%
- Define targets for agents on month on month basis to give increase sales numbers
- Monitor agents and brokers business performance to ensure activation
- Providing renewal data on channel on timely basis to maintain renewal retention at desired levels
- Follow up with the channel and broker to timely renew the policies and encourage them increase online renewals
- Assess and consider all kinds of risk to make informed decisions
Health Agent Management & Training
20%
- Interact with agents to nurture relationship for long term business commitment
- Take regular feedback from agents to identify any issues faced and propose solutions
- Conduct product trainings focused on cross selling for agents and brokers, motivate them to achieve targets
- Arrange new product training and product placement details for them to increase product awareness
Education Qualifications
- Graduate in any stream
Core experience
- 0-4 Years of working experience in Insurance sales
Preferable Knowledge/Experience
- GI product knowledge
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