Business Associate Manager

Role & responsibilities

• Recruit Business Associate and advisors
• Coordinate for the regulatory trainings
• Manage daily, weekly and monthly choreography
• Conduct daily, weekly and monthly Business Associate meetings
• Income and Goal setting exercise for the month
• Joint field work along with business associates and advisors to source insurance policy
• Drive business submission and issuances
• Clearence of pending cases for documentation and medicals as a part of the issuance process
• Train distribution on getting higher first time right % submission
• Achieve monthly objectives and targets
• Motivate advisors and business associates for various contest and sales enablers
• Daily update about the status of business and applicability in contest
• Maintain healthy relationship with all stakeholders like customers and distributors
• Work on opportunity of cross sell and upsell
• Focused effort to drive renewal premium collection

Skills Required

Insurance, Team Coordination, Customer Relationship, Training, Sales