Chief Agency Officer, Insurance

Full Job Description

ACG_1558_JOB

• Achieve the business plan quantitatively and qualitatively 
  

• Field communication
  

• Field force behaviour as per company value
  

• Develop Field Managers
  

• Design and seek approval on the independent Direct agent policy including contract, incentives, commissions, sales process, policy submissions, MIS reporting of the Direct agents
  

• Design and seek approval of the Direct Agent business plan including manpower, Revenue, product mix 
  

• Achieve the quarterly and annual business plan in terms of manpower, activation, productivity, quality and revenue through adequate strategies and action plans 
  

• Proactively manage the leads, appointments, presentations and formalization of proposals of the Direct agents 
  

• Carry out regular formal and informal coaching and training of the Direct agents
  

• Keep informed on regulatory changes that could impact sales pitch, sales process and training requirements
  

• Actively involve in, and contribute to the business unit planning and budgeting activities, in collaboration with the CDO
  

• Manage expenses within budget and according to company policy and procedures
  

• Work proactively with other departments and functions to resolve issues and make the products and proposals attractive for the Direct Channel and to maximize impact of independent direct agent on company results  
  

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• Set target for persistency; execute/monitor plans; collaborate with other teams to drive persistency; define risk metrics, set threshold, monitor the progress, and take actions to improve; check the progress and report the status on a regular basis; work with compliance team to monitor and take actions; manage any regulatory matters; handle internal/external audits regarding agency 
  

• Recruit and develop agency leads for north and south 
  

• Establish a management process to ensure effective follow up on agency performance and identification/implementation of corrective actions to ensure attainment of targets
  

• Ensure high quality, reliable and compliant services to customers