Branch Manager - Ramnagaram

Job Overview

This role is responsible for leading a team of Agency Managers, managing advisor recruitment according to plans, and supporting the Branch Head to transform the branch into a profitable unit while meeting yearly business objectives.

Challenges

• Difficulty securing qualified Agency Managers and advisors, and retaining quality personnel.
• Low pass rates for advisor licensing exams and challenges in scheduling online exam dates.
• Market fluctuations impacting business performance.
• Month-end processing delays due to extended policy issuance procedures involving multiple steps from receipting to medical follow-ups.
• Infrastructure limitations affecting operations.
• Compliance with regulatory and company policies throughout business activities.

Key Responsibilities

• Oversee Agency Managers' effectiveness in recruiting advisors and reaching business goals.
• Recruit qualified resources and maintain recruitment, activation, policy issuance, and premium collection standards.
• Monitor advisor profitability and branch financial outcomes.
• Track advisor contests, clubs, and training needs; share best sales practices.
• Support sales and recruitment activities; uphold market conduct of agency managers and advisors.
• Maintain sales reports on new introductions and finalized business.
• Develop goal-setting plans to enhance agency managers' productivity and advancement opportunities.
• Manage business health and persistency by controlling attrition rates and maintaining high-quality business.
• Build and maintain positive relationships internally across departments and externally with advisors through regular contact and communication about new products and initiatives.
• Identify and implement local sales promotions and contests to boost team performance.
• Ensure adherence to risk management policies including screening applications to ensure legitimate business entries.
• Assist in branch administrative duties and oversee operational costs in the Branch Head's absence.
• Provide ongoing training and development through coaching, mentoring, job rotation, and both on-the-job and classroom training sessions.