Territory Manager Virtual Office
Published date: 2024/01/10
- Location: Surat, Gujarat, India
Business Development
• Conduct market mapping of the assigned location to identify potential business avenues , distributors
• Conduct VO launch activities, career seminars on regular basis at assigned location to increase distribution base & sourcing new business.
• Drive the business targets for the location as per functional priority (Motor / Non-Motor mix ) ensuring healthy LOB mix maintained all the time.
• Own P&L for the assigned location & ensure COR is maintained as defined by function head time to time.
• Ensure new agent acquisition MoM & maintain IMD activation is above minimum productivity norms at all the times.
• Ensure channel partners ( Banca , Motor Dealers , Brokers ) are visited on periodical basis to drive business parameters & address timely resolution to partners business concern.
Intermediary & Relationship Management
• Ensure IMD / Partners are engaged all the time by functional driven R&R and campaign communication.
• Ensure IMD's / channel partners are trained on various products based on the business priority by collaborating with training team.
• Ensure IMD's / channel partners commission queries, operational issues are addressed in timely manner to maintain
• Provide input to cluster head / zone head in design of new products/ revisions required in existing products basis feedback from intermediaries / Channel Partners (based on their market understanding)
• Ensure IMD's are trained well on EezeTab application, LMS to ensure policies are issued through digital mode & using digital platform for product knowledge.
Customer Service
• Ensure customers receive timely & right communication ( policy , product information ) & handle customer grievances , if any
• Assist customers in claim settlement as per policy commitments; represent customer claim to underwriting team on case to case basis.
Compliance Adherence
• Ensure to abide by company policies / guidelines / code of conduct at all times.
• Provide impartial details to concerned teams (underwriting , ILM , internal audit ) pre / post policy issuance to protect company from undesired risk exposure.
Skills Required:
Industry Understanding & Competitive Awareness; Product Knowledge; Customer Relations; Sales Execution
Desirable Skills:
1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills. 5.Should be aware of the Local language
• Conduct market mapping of the assigned location to identify potential business avenues , distributors
• Conduct VO launch activities, career seminars on regular basis at assigned location to increase distribution base & sourcing new business.
• Drive the business targets for the location as per functional priority (Motor / Non-Motor mix ) ensuring healthy LOB mix maintained all the time.
• Own P&L for the assigned location & ensure COR is maintained as defined by function head time to time.
• Ensure new agent acquisition MoM & maintain IMD activation is above minimum productivity norms at all the times.
• Ensure channel partners ( Banca , Motor Dealers , Brokers ) are visited on periodical basis to drive business parameters & address timely resolution to partners business concern.
Intermediary & Relationship Management
• Ensure IMD / Partners are engaged all the time by functional driven R&R and campaign communication.
• Ensure IMD's / channel partners are trained on various products based on the business priority by collaborating with training team.
• Ensure IMD's / channel partners commission queries, operational issues are addressed in timely manner to maintain
• Provide input to cluster head / zone head in design of new products/ revisions required in existing products basis feedback from intermediaries / Channel Partners (based on their market understanding)
• Ensure IMD's are trained well on EezeTab application, LMS to ensure policies are issued through digital mode & using digital platform for product knowledge.
Customer Service
• Ensure customers receive timely & right communication ( policy , product information ) & handle customer grievances , if any
• Assist customers in claim settlement as per policy commitments; represent customer claim to underwriting team on case to case basis.
Compliance Adherence
• Ensure to abide by company policies / guidelines / code of conduct at all times.
• Provide impartial details to concerned teams (underwriting , ILM , internal audit ) pre / post policy issuance to protect company from undesired risk exposure.
Skills Required:
Industry Understanding & Competitive Awareness; Product Knowledge; Customer Relations; Sales Execution
Desirable Skills:
1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills. 5.Should be aware of the Local language
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