Senior Associate Partner - Agency Management

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Date: Oct 2, 2024

Location: Surat, GJ, IN

Company: maxlifeins

 

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 SUMMARY:

 Responsible for

o Revenue targets of the unit

o Productivity of the unit

o Recruit, coach and develop Sales Managers and Agent Advisors

o Adherence to Customer service standards

 

KEY RESPONSIBILITIES:

 Meet unit targets

 Achieve revenue targets

 Ensure implementation of GOLD system

 Supervise the activity plan of Sales

 Managers & Agents to ensure that these are fulfilled as per the desired standards

 Ensure that all Sales Managers and Agents under supervision perform as per the company’s rules and regulations

 Track productivity measures as for the unit:

 AFYP

 Case rate

 Annual mode business

 Persistency

 Paid cases per agent

 YTD appointments

 SM appointments

 Pro active agent retention

 Annual FYC standards

 Execute plans for growth of the agency

 Identify, interview and select new Sales Managers from natural market and by networking

 Ensure adherence to laid down sales and service standards for Sales Managers

 Conduct weekly performance review and planning (PRP) for Sales Managers

 Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis

 Build leadership pipeline of future SMs & APs from the unit.

 

OTHER RESPONSIBILITIES:

 HO co-ordination

 Sales promotion activities

 Assist in overall running of the G.O

 

MEASURES OF SUCCESS:

 CGPA

 AFYP

 Case Rate

 Recruitment

 Retention

 Persistency

 GOLD Audit Rating

 Active Retention

 Number of promotions

 

MINIMUM EDUCATION:

 Graduate preferably with an MBA

 

MINIMUM/SPECIFIC EXPERIENCE:

 Graduate preferably with an MBA

 If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people.

 A graduate should have a minimum of 7-8 years of experience in the above domain.

 Shoul