Conduct daily, weekly and monthly Business Associate meetings
Income and Goal setting exercise for the month
Joint field work along with business associates and advisors to source insurance policy
Drive business submission and issuances
Clearence of pending cases for documentation and medicals as a part of the issuance process
Train distribution on getting higher first time right % submission
Achieve monthly objectives and targets
Motivate advisors and business associates for various contest and sales enablers
Daily update about the status of business and applicability in contest
Maintain healthy relationship with all stakeholders like customers and distributors
Work on opportunity of cross sell and upsell
Focussed effort to drive renewal premium collection
Business Acumen (Ability to align with the organization's vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives
Building and Managing Relationships(The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes)
