TATata AIA Life Insurance
Manager - Agency Business Associates
Kashipur ₹2-7 LPA Posted 5 May 2025
FULL TIME
Customer Relationship
Insurance
Team Coordination
Training
Sales
Job Description
- 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
- Clearance 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