Front Line Sales Professional
HDFC ERGO, Salem, VA, United States
Key Roles & Responsibilities : -
Identify and motivate potential candidates to enroll for becoming agents
Activate certified agents through mobilization of minimum premium in stipulated time
Ensure familiarization of the companys products, policies and sales processes to the agents
Identify, communicate and agree on the premium targets with agents on various class of business & geographical segment
Ensure lower dormancy ratio of active vs total agents.
Maximize mobilization through regular follow-ups & strengthening of relationships with agents
Ensure constant updating of agents knowledge on new products and underwriting policies
Troubleshooting with
a) Underwriting team for policy approval
b) Branch operations team for policy issuance
c) claims team for claims settlement
d) Finance team for timely disbursement of agents commission
Key Requirements Education & Certification
Graduate / Post Graduate
Key Requirements Experience & Skills : -
To develop Agency network (both fresh and from competition) in his/her area of operation.
To train/mentor Advisors about product and process.
To handle and resolve channel partner queries in time
Meet Customers with Channel partners for fresh sales and servicing issues.
Conduct team meetings and give regular inputs to increase productivity of his/her team.
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Identify and motivate potential candidates to enroll for becoming agents
Activate certified agents through mobilization of minimum premium in stipulated time
Ensure familiarization of the companys products, policies and sales processes to the agents
Identify, communicate and agree on the premium targets with agents on various class of business & geographical segment
Ensure lower dormancy ratio of active vs total agents.
Maximize mobilization through regular follow-ups & strengthening of relationships with agents
Ensure constant updating of agents knowledge on new products and underwriting policies
Troubleshooting with
a) Underwriting team for policy approval
b) Branch operations team for policy issuance
c) claims team for claims settlement
d) Finance team for timely disbursement of agents commission
Key Requirements Education & Certification
Graduate / Post Graduate
Key Requirements Experience & Skills : -
To develop Agency network (both fresh and from competition) in his/her area of operation.
To train/mentor Advisors about product and process.
To handle and resolve channel partner queries in time
Meet Customers with Channel partners for fresh sales and servicing issues.
Conduct team meetings and give regular inputs to increase productivity of his/her team.
#J-18808-Ljbffr