Function
Strategic Partnerships
Job Name
Relationship Manager Agency
Grade applicable
G1C/G1B/G1A/G2C
Reporting to
Office Head/Vertical Head
Describe the Job
A Relationship Manager (Agency) is primarily responsible for managing relationships specifically for Agency channel partners and driving business through the same.
What is the primary KRA* (Scope of Work)
1. Achieve monthly topline targets
2. Ensure diversification of portfolio into the motor, non-motor, health products
3.Recruitment of and relationship management with retail brokers as per target set
4.Ensure month on month activation of brokers as per targets set
5.Managing daily reports and MIS pertaining to the branch
6.Monitoring daily receipts, payment and other bank transactions
7.Processing onboarding requests
8.Policy issuance/Cancellation/endorsement
9.Resolve the discrepancies raised by the Underwriter and issue policies at branch level.
10.Coordinate with brokers and agents for policy issuance
11.Analysing and resolving the rejections of policy related issues
12.Handling reconciliation
13.Closely monitoring open receipts and recoveries and closing them on time
14.Handle other operational work
Experience in number of years
2-10 Years (if offroll)
Work Experience
GI Exp in agency or retail broking
Technology Known
Basic excel
Behavioural Traits required
2. Excellent verbal & written communication skills
3. Exceptional problem solving skill
4. Ability to influence and negotiate to help team achieve business goal
5. Should be flexible and supportive when situations demands
6. Experienced in General Insurance- knowledge of general insurance products
7. Well versed with Microsoft office especially excel
Qualifications
Graduation
Any specific stream of qualification
N/A
Any Certification Required (mention only if its mandatory)
N/A
