Executive Trainee

Job Description

• *Position Description:**

A **Sales Manager (Agency)** is primarily responsible for managing relationships specifically for Agency channel partners and driving business through the same

• *Scope of work:**

• Achieve monthly topline targets
• Ensure diversification of portfolio into the motor, non\-motor, health products
• Responsible for recruitment of Agents through various sources to ensure achievement of business targets
• Responsible for Achieving overall GWP (Gross Written Premium)
• Responsible for sustainable Profitability
• Responsible to maintain COR at budgeted levels
• Combined Ratio\- Minimizing Loss \& Cost of Acquisition
• Ensure month on month activation of agents as per targets set.
• Coordinating with other departments such as U/W, Claims, \& Operations
• Responsible to maintain \& enhance service levels provided to the clients thus ensuring sustenance of the existing business. This would be done through follow ups, coordination with other stakeholders for approvals, pay\-outs etc. \& other administrative activities for seamless working.
• Ensuring IRDAI compliance regarding licensing \& commission payments to Agents.
• Support/guide the Agents in all activities related policy services
• Train Agents/Channel partners on products, process and USPs of Company
• Identify the area of improvement \& enhancing business opportunity
• Responsible for explorations \& identification of new business avenues by way of cold calling, generation of referrals or business leads \& networking through agents.
• Ensure month on month activation of agents as per targets set
• Managing daily reports and MIS pertaining to the branch
• Monitoring daily receipts, payment and other bank transactions
• Policy issuance/Cancellation/endorsement
• Resolve the discrepancies raised by the Underwriter and issue policies at branch level.
• Analysing and resolving the rejections of policy related issues
• Handling reconciliation
• Closely monitoring open receipts and recoveries and closing them on time
• Handle other operational work

• *Professional Experience:** 2\-6 years; GI experience in Agency

• *Technology Known:** Excel

• *Behavioral Traits Required:**

1\. Interpersonal Skill

2\. Communicational Skills

3\. Negotiation Skills

4\. Proactiveness

6\. Assertiveness

7\. Flexible and supportive when situations demands

Job Snapshot

Updated Date

28\-10\-2026

Job ID

Job2307

Sub Department

Retail

Location

Mumbai \- Sion, Maharashtra, India ..\+ 4

Experience

6 \- 8 Years

Employee Type

Intern