Job Name : Backoffice Support
Salary : 20000 – 22000 a Months
Exp: 0 – 3 years
Company Name : Bajaj Allianz
Location : Remote
Qualification : Graduation
Language : English/Hindi
Job Info –
Job Description
:
Data Management
Continuously manage data ,historical data of past customers, so as to target them again in the future
Update and maintain active list and quotations for clients
Handle GMC policy additions / deletions / endorsements by coordinating with relevant stakeholders.
Conduct first level check of documents submitted by sales team to check for any discrepancy and request for additional documents if required
MIS Reports
Conduct discussions with stakeholders to understand MIS requirement and their impact on business
Identify source and collate all relevant sales data to specific to MIS to be published as per defined timelines
Prepare review reports as per defined timelines and approved format around, Sales performance by location / vertical / intermediary / LOB, Top line / bottom line against targets, Budget tracking etc.
Share relevant MIS to channel partners of their sales performance when required.
Sales incentive pay-out Support
Collate sales data, conduct business mapping and calculate final incentives applicable for internal sales team
Understand sales incentive plans designed for internal sales team in terms of eligibility, conditions, budgets et
Coordinate with finance team for pay-out of sales incentive by providing supporting data
Sales Support Strategy Development
Identify key projects like digitization / operational efficiency improvement, etc. for sales support function for the year based on overall sales strategy
Build and continuously review sales support infrastructure & Derive action plans for sales support function basis business priorities to enable the sales function effectively.
Check for any discrepancies between premium received and issuance of policy to customer and ensure correction of the same
Support Sales Conversions
Support sales team in pitches / proposals through creation of standard proposal documents and collation of specific data as required
Maintain renewals data by updating it timely and constantly tracking it, also share renewals updates with sales team basis due date
Support walk-in agents at branches with relevant documents / prints / product & company information required for sales
Agent Support & Training
Able to understand agent gratification schemes shared by zonal heads .
Coordinate with external vendors for necessary agreement post their selection & Support in identification of relevant partners to implement agent gratification schemes
Co-ordinating with the team for necessary training requirements & Communicate the training calendar to sales teams.
Seek nominations from sales teams for training programs & sending training invites to participants and follow-up to ensure participation
Seek training feedback from participants and incorporate any suggestions for improvement
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