Insurance Sales Apprentice

Niva Bupa; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Niva Bupa in Bengaluru seeks a capable agency manager to drive business plans, manage agent parameters, recruit, activate and sustain productivity across the channel.

The role emphasizes premium collection, case rate management, persistency and ensuring compliant operations while building strong relationships with agents and driving incentive schemes to exceed benchmarks. You will coordinate with HO/ZO and branch teams to address agent needs and optimize revenue generation.

Qualifications

• Goal setting of all Agents in the team.
• Regular and periodic review, monitoring and mentoring of all the relationship they are managing to ensure that they are on track to achieve their goals.
• Regular Field observation and Demonstration with the agency force Regular Agent visit.

Responsibilities

• Achievement of Business Plans
• Ability to manage all the parameters of their business
• Recruitment
• Activation
• Premium Collection
• Case Rate and Case count
• Persistency
• Ensure that the Agents are engaged, motivated and productive by forging a strong relationship
• Ensure that Agents are constantly inducted, activated and productive Drive the incentive schemes to ensure that the Agents income exceeds benchmark
• Drive the R&R schemes floated by HO, ZO and branch
• Support the Agents in liaison with the HO for addressing their requirements/ concerns
• Being fully compliant to all the norms laid down by the regulators and the company
• Manage channel conflicts in the team
• To achieve product wise targets & profitability
• Understand the Agents business in depth and seek opportunities for business development and revenue generation

Job description

Role & responsibilities

• Achievement of Business Plans
• Ability to manage all the parameters of their business
• Recruitment
• Activation
• Premium Collection
• Case Rate and Case count
• Persistency
• Ensure that the Agents are engaged, motivated and productive by forging a strong relationship
• Ensure that Agents are constantly inducted, activated and productive Drive the incentive schemes to ensure that the Agents income exceeds benchmark
• Drive the R&R schemes floated by HO, ZO and branch
• Support the Agents in liaison with the HO for addressing their requirements/ concerns
• Being fully compliant to all the norms laid down by the regulators and the company
• Manage channel conflicts in the team
• To achieve product wise targets & profitability
• Understand the Agents business in depth and seek opportunities for business development and revenue generation

Preferred candidate profile

• Goal setting of all Agents in the team
• Regular and periodic review, monitoring and mentoring of all the relationship they are managing to ensure that they are on track to achieve their goals
• Regular Field observation and Demonstration with the agency force Regular Agent visit