To lead and grow the agency business of the branch by recruiting, training, and managing insurance advisors/agents, achieving sales targets, and ensuring high levels of customer service and compliance.
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Achieve branch sales and revenue targets.
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Drive insurance policy sales through agency advisors.
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Develop and implement local sales strategies to increase market share.
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Monitor branch performance and take corrective actions when needed.
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Recruit quality insurance advisors/agents.
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Conduct induction, training, and development programs.
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Motivate and retain high-performing advisors.
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Build a strong agency force to support business growth.
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Lead and supervise sales managers and agency teams.
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Set performance goals and monitor productivity.
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Conduct regular reviews, coaching, and performance feedback.
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Ensure excellent customer service and policyholder satisfaction.
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Resolve customer escalations and service issues.
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Build long-term relationships with key customers and business partners.
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Ensure adherence to company policies and regulatory requirements.
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Monitor documentation, policy issuance, and branch operations.
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Maintain audit readiness and compliance standards.
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Prepare sales forecasts and branch performance reports.
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Analyze business trends and identify growth opportunities.
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Report key metrics to regional management.