Assistant Manager

Vor 7 Tagen

Visp, Schweiz TN Switzerland Vollzeit

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Assistant Manager - Agency Business Associates, VispClient:

Tata AIA Life Insurance

Location:Job Category:

Other

Job Reference:

f7dcfbadf867

Job Views:

5

Posted:

14.03.2025

Expiry Date:

28.04.2025

Job Description:

Job Description

A Position Overview

Position Title: Business Associate Manager

Department:

Level/ Band:

Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month-on-month basis, as per the standards laid down by the organization.

B Organizational Relationships

Reports To: Branch Manager

C Job Dimensions

Geographic Area Covered: Defined Branch

Stakeholders Internal:

Branch Operations, Distribution Operations

External: BAs and Advisors

D Key Result Areas:

  1. Recruit Business Associates and advisors
  2. Coordinate for the regulatory trainings
  3. Manage daily, weekly and monthly choreography
  4. Conduct daily, weekly and monthly Business Associate meetings
  5. Income and Goal setting exercise for the month
  6. Joint field work along with business associates and advisors to source insurance policy
  7. Drive business submission and issuances
  8. Clearance of pending cases for documentation and medicals as a part of the issuance process
  9. Achieve monthly objectives and targets
  10. Motivate advisors and business associates for various contests and sales enablers
  11. Daily update about the status of business and applicability in contests
  12. Maintain healthy relationships with all stakeholders like customers and distributors
  13. Work on opportunities of cross-sell and upsell
  14. Focused 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.

Drive for Results and Agility: Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for one's actions and decisions in an agile environment.

F Skills Required

Technical: Good Knowledge of MS Office / MS Excel

Behavioral: Drive for result (achievement of targets)

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