BDM- Health Agency

2 days ago

Chandigarh Delhi Jaipur NCR, India SBI General Insurance Full time ₹ 3,00,000 - ₹ 9,00,000 per year

Role Profile: BDM-Health Agency

Job scope and responsibilities

Basic Information on the role

Role Title - BDR/ BDM/ Senior BDM/ BDS Health Agency

Department - Health Agency

Function - FLS - Health Agency

Vertical FLS - Health Agency

Location - Delhi, Chandigarh, Jaipur

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

Responsibility Area:

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- Gross Written Premium renewals / retention budget
  • Audit Score (Internal and External)

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- Agent/Broker retention
  • Agency/Broker activation

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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