National Lead-Indian Brokers

PRINCIPAL ACCOUNTABILITIES

1. Drive the business strategy to achieve targets

• Drive the P&L through the assigned relationships to deliver topline (gross premium) targets on a monthly basis
• Prepare and recommend campaign designs, proposals and plans to NH/VH to maximize sales
• Regular review of ongoing deals, support required by our internal teams, closely communicate with Prudent & ACE internal teams to get insights and feedback to close the deal successfully
• Study the Partner business, competition offerings, customer segmentation, monitor loss ratios and implement the correct sales strategies, product mix, push internal decision makers to increase sales from this channel partner

2. Relationship Management

• Maintain relationship with Placement head, Practice leaders and Branch heads at Partner level to understand their requirements, manage any escalations and provide solution as required to drive high sales
• Work closely with ZH /COE team to finalize LOB wise targets as per the Partner’s potential and capability and provide the requisite training and support in achieving the same
• Identify new products requirements/ customization as required in existing products and work technical team so as to ensure smooth processing of all aspects leading up to the product roll-out
• Coordinate with internal teams to develop, implement, integrate and ensure smooth processing of the Partner’s business

3. Functional Review

• Regular reviews with RA & reviewer to keep things on track and to focus on high growth opportunities
• Conduct periodic reviews with channel partner to drive business numbers and address any escalations/concerns
• Periodic reviews with the UW, RI team, Claims team & product development and other internal teams to determine product performance and enhancements
• IT developments for broker portal and other digital properties being upgraded so as to be best in the market

4. Team Management

• Participate in recruitment process to identify right talent for various positions within the team
• Assign team members with appropriate KRAs and KPIs and set clarity on performance expectation
• Support team members in delivering their responsibilities in business as usual by keeping them motivated, resolving their concerns/ challenges, if any and maintaining a positive team spirit

Build and enhance capabilities within the team by providing required technical and functional trainings