Role Summary
In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.
- Manage the daily activity of producers to ensure strong pipeline.
- Coach and guide to cross sell and grow the business
- Make individual agents grow at least 20% for every year
- Ensuring IRDA compliance regarding licensing and commission payments of agents
- Responsible for ensuring quality of applications
- Support/guide the producers in all activities related to policy services
- Train agents on products, process and USP’s of Co.
Key Accountabilities/ Responsibilities
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Responsible for Achieving overall Gross Written Premium
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Responsible for sustainable Profitability
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To maintain the Hygiene
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Recruitment and retentio of agengts
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Responsible for Activation
Stakeholder interfaces
Internal Stakeholders
- Operations (BOPs& COPs) – for the issuance of policies
- Underwriter – for analyzing the risk factor
- Finance Team – Taxations handling
- Human Resources – to share foresights into the business and build the talent pool accordingly
- Training Team – for train the employees
- NSM/RSM/ASM – for some suggestions
External Stakeholders
Experience
- 1-2 years of experience in insurance
- At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.
Education
