Cluster Head - Advisor Development & Retention vertical

Function 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 experienceespecially 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:

üManage a team of 10 Advisor Development and Retention Managers ( ADRMs)

üSupervise team of ADRMs

üADRMs will be assigned team of 15-30 existing advisors and not responsible for new advisor recruitment

üDrive month-on-month activation and retention of assigned advisors

Key Responsibilit...