Key Responsibilities
Agent Recruitment & Onboarding
Identify, hire, and onboard new insurance advisors/agents through referrals, seminars, networking, and direct sourcing.apna+1
Build a strong pipeline of potential agents using the 9-pointer hiring mechanism and other hiring norms.shine
Assist agents in completing licensing requirements (e.g., IC33 exam) and obtaining necessary certifications.apna+1
Conduct orientation and onboarding sessions for new recruits.apna
Agent Training & Development
Train agents on product knowledge, sales techniques, compliance requirements, and company processes.apna+2
Conduct regular training sessions including classroom training, field demonstrations (FODs), and e-learning modules.shine
Develop agents' prospecting habits, calling habits, and daily work routines.apna+1
Monitor individual agent performance and provide regular feedback and coaching.apna+1
Guide agents through career progression programs and leadership development paths.shine+1
Sales & Business Target Achievement
Set and achieve monthly, quarterly, and yearly sales targets through the agency network.apna+1
Ensure agent productivity, activation rates, and policy persistency.apna+1
Drive cross-selling, renewal collections, and upselling opportunities.apna+1
Monitor and execute agent activity plans aligned with business objectives.shine
Conduct weekly Performance Review Programs (PRPs) and update Sales MIS reports.shine
Relationship & Stakeholder Management
Build and maintain strong relationships with agents, agency partners, and key stakeholders.simplyhired+1
Serve as the primary point of contact for assigned agencies, acting as a trusted advisor.job-boards.greenhouse
Develop relationships with businesses and their employees for enrollment opportunities.simplyhired
Assist with sales presentations, client meetings, and enrollment drives.simplyhired+1
Represent the company at regional industry events, agency meetings, and networking functions.job-boards.greenhouse
Customer Relationship Management
Resolve client queries, complaints, and escalations promptly and professionally.apna
Conduct customer meetings to build loyalty and satisfaction.apna
Act as a brand ambassador for the insurance company in the market.apna