01Overview
Role PurposeTo 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.
Key ResponsibilitiesBusiness Development & SalesAchieve branch sales and revenue targets.Drive insurance policy sales through agency advisors.Develop and implement local sales strategies to increase market share.Monitor branch performance and take corrective actions when needed.Agency Recruitment & DevelopmentRecruit quality insurance advisors/agents.Conduct induction, training, and development programs.Motivate and retain high-performing advisors.Build a strong agency force to support business growth.Team ManagementLead and supervise sales managers and agency teams.Set performance goals and monitor productivity.Conduct regular reviews, coaching, and performance feedback.Customer Relationship ManagementEnsure excellent customer service and policyholder satisfaction.Resolve customer escalations and service issues.Build long-term relationships with key customers and business partners.Operations & ComplianceEnsure adherence to company policies and regulatory requirements.Monitor documentation, policy issuance, and branch operations.Maintain audit readiness and compliance standards.Reporting & AnalysisPrepare sales forecasts and branch performance reports.Analyze business trends and identify growth opportunities.Report key metrics to regional management. .
