Business Associate Manager

Role & responsibilities

- Recruit Business Associate and advisors

- Coordinate for the regulatory trainings

- Manage daily, weekly and monthly choreography

- 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

- Focused effort to drive renewal premium collection