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Job Description
Role Profile:BDM - 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
Recruitment- 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 - Gross Written Premium
- Loss Ratio
Health Agency Sales Growth- 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- 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
II.Additional Responsibilities Related to Information Security
- Comply with SBI General insurance Information & Cyber security policy.
- Practice reasonable care to protect their organization provided assets and access credentials.
- Follow established Information & cyber security policy, incident reporting and escalation procedures.
- Protect SBI General data & information while working at and post separation.
III. Education and Experience Guidelines
Education Qualifications
- Graduate in any stream
Core experience
- 1-2 Years of working experience in Insurance sales
Preferable Knowledge/Experience
- GI product knowledge
Skills
Insurance SalesAgency SalesGeneral InsuranceSalesAgency ChannelLead GenerationHealth AgencyField SalesManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
SBI General Insurance, founded in 2009, is headquartered in Mumbai, Maharashtra, India and operates in Insurance. It operates as subsidiary under public ownership.
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