In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management –Agents.
Manage the daily activity of producers to ensure strong pipeline.
Coach and guide to cross sell and grow the business
Make individual agents grow at least 20% for every year
Ensuring IRDA compliance regarding licensing and commission payments of agents
Responsible for ensuring quality of applications
Support/guide the producers in all activities related to policy services
Train agents on products, process and USP’s of Co.
Key Accountabilities/ Responsibilities
Responsible for Achieving overall Gross Written Premium
Responsible for sustainable Profitability
To maintain the Hygiene
Recruitment and retentio of agengts
Responsible for Activation
Operations (BOPs& COPs) – for the issuance of policies
Underwriter – for analyzing the risk factor
Finance Team – Taxations handling
Human Resources – to share foresights into the business and build the talent pool accordingly
Training Team – for train the employees
NSM/RSM/ASM – for some suggestions
1-2 years of experience in insurance
At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.