Job Purpose:
The Serving Office Agent will be responsible to manage and support a large set of agents at the branch. This role is based at the branch and involves managing the agent queries, providing support on policy issuance and claims management.
Individual Responsibilities:
Financial Performance
- Meet the sales target in line with the branch objectives and goals
- Oversee collection of outstanding payments and manage financial performance
Agent Management
- Provide excellent service to agents including prompt response to queries, effective claims tracking, accurate quotation generation
- Conduct CPD training for agent at branch level
- Verify monthly CBC breaches report sent by HQ – for PIAM quarterly reporting
- Obtain information for the unsubmitted or unconverted cover notes from agents
- Identify potential preferred targets and consult ADM / HOS to service such agents
- Manage agent's statement of accounts
Agent recruiting and growth
- Recruit, onboard and develop preferred agents, and ensure activation
- Focus on driving profitable motor segments through agents
- Maintain relationship and continue building trust with preferred segment of agents, thus growing their share of wallet
- Drive Agents growth by identifying their needs, organizing customized trainings, and through targeted interventions
Business Operations
- Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support functions
- Ensure that the branch SLAs and TATs are met
- Respond to various requests from customers, agents and HQ
Compliance
- Ensure consistency with risk management guidelines
- Ensure compliance with regulations and laws
- Ensure good corporate governance is practiced and are being exercised
Job Requirement:
- Minimum Degree in any related field.
- Basic understanding of insurance products and policies
- Capability to multitask