Partner - Office Head

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Date: May 28, 2025

Location: Kolkata, WB, IN

Company: maxlifeins

 

Job Description

Job Title

Partner- Office Head

Location

Kolkata Greenfield

Department

Agency

Function

Agency

Reporting to

Regional Manager

Band

3

Channel Summary

The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in

a) Resolving policy service need

b) Renewal collection to resolve policy holder’s service needs, Cross sale opportunity

 

Job Summary:

 Responsible for productivity of the Branch Office and for recruitment and development of FLS

 Business Development Managers

 

Key Responsibilities/ Key Deliverables:

 To meet the revenue targets for the GO

 To track the productivity measures as per the GPA: Premium per agent, case rate, persistency

 Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers

 Adhere to Business Development Managers linked sales and service standards

 Conduct weekly performance review (PRP) for Business Development Managers

 To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis.

 To meet rural and social policy targets

 Help Business Development Managers use the AWS system for maximizing business from a given target market.

 Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards.

 To ensure that all Business Development Managers and Agents under supervision perform as per the company’s rules and regulations.

 

Measures of Success:

 Recruitment of Top Advisors/Financial

 

Distributors from competition

 Achievement of planned sales volume in the assigned territory

 Top Advisor Productivity & Retention

 Manager Retention

 Audit observations

 Quality of Business

 

Key Relationships (Internal / External):

HO co-ordination

Sales promotion activities

overall running of the Office

 

 

 

About Max Life Insurance:

 

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

 

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

 

For more information, please visit the Company's website at www.maxlifeinsurance.com

 

We Stand for:

 

Caring

A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.

Collaboration

A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization’s ask. A leader who addresses challenges with a solution oriented approach to create “win-win” partnerships within & outside teams through inspired cooperation and teamwork.

Customer Obession

A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.

Growth Mindset

An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.

People Leadership

A people’s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.


"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."

 

 

 

 

 

Job Description

Job Title

Partner- Office Head

Location

Kolkata Greenfield

Department

Agency

Function

Agency

Reporting to

Regional Manager

Band

3

Channel Summary

The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in

a) Resolving policy service need

b) Renewal collection to resolve policy holder’s service needs, Cross sale opportunity

 

Job Summary:

 Responsible for productivity of the Branch Office and for recruitment and development of FLS

 Business Development Managers

 

Key Responsibilities/ Key Deliverables:

 To meet the revenue targets for the GO

 To track the productivity measures as per the GPA: Premium per agent, case rate, persistency

 Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers

 Adhere to Business Development Managers linked sales and service standards

 Conduct weekly performance review (PRP) for Business Development Managers

 To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis.

 To meet rural and social policy targets

 Help Business Development Managers use the AWS system for maximizing business from a given target market.

 Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards.

 To ensure that all Business Development Managers and Agents under supervision perform as per the company’s rules and regulations.

 

Measures of Success:

 Recruitment of Top Advisors/Financial

 

Distributors from competition

 Achievement of planned sales volume in the assigned territory

 Top Advisor Productivity & Retention

 Manager Retention

 Audit observations

 Quality of Business

 

Key Relationships (Internal / External):

HO co-ordination

Sales promotion activities

overall running of the Office