BDR/ BDM/ Senior BDM /BDS - Health Agency

Role Profile:BDR/ BDM/ Senior BDM/ BDSHealth 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

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