Job Description

Job Title

Sr Associate Partner- LPC

Location

Multiple

Department

Agency

Function

Agency Enablement - LPC

Reporting to

Zone Head - LPC

Band

4B

Channel 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 experience especially in markets where customers prefer human interaction. It also supports customer in

1. Resolving policy service need
2. Renewal collection to resolve policy holder’s service needs, Cross sale opportunity

Job Summary:

• Increase Established Agent Advisor Retention & productivity
  • • • • Develop single point relationship with the Top Performing AA’s to enhance agent retention
        • Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns.
        • Drive and Improve Sr ADM and above productivity
        • Leverage Business Insurance and NRI Sales to improve productivity.
        • Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment.
        • Drive the agency for recognition and rewards platform
        • Drive them for council and MDRT recognitions.

Key Responsibilities/ Key Deliverables:

• Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning.
• Identify, educate, train and support Top AA contributors and Senior ADM’s and Above and be reactive to their needs.
• Identify and maintain a list of 75-100 focus agents/ and All Senior ADM and above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location.
• Develop Ad hoc presentation explaining selling related concepts.
• Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference)
• Hold workshops & seminars.
• Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher productivity.

Measures of Success:

• Adj MFYP – Cross Sell
• Senior ADM & Above MFYP Standard
• Adj MFYP – Business Insurance and NRI
• MDRT/EC/CEO Council Targets
• AAP and CEIP Active

Key Relationships (Internal / External):

• OH, RM, ZVP
• Agency enablement team
• UDAY program team

Desired qualification and experience

Job Specifications:

• Adj MFYP – Cross Sell
• Sr ADM & Above MFYP Standard
• Adj MFYP – Business Insurance and NRI
• MDRT/EC/CEO Council Targets
• AAP and CEIP Active

KEY COMPETENCIES/SKILLS REQUIRED

• High level of relation making skills and ability to build trust
• High level of action orientation and learning skills
• Ability to role model Max Life Insurance way of working
• Ability to work under pressure
• Good product knowledge and sales process knowledge

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Job Title

Sr Associate Partner- LPC

Location

Multiple

Department

Agency

Function

Agency Enablement - LPC

Reporting to

Zone Head - LPC

Band

4B

Channel 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 experience especially in markets where customers prefer human interaction. It also supports customer in

1. Resolving policy service need
2. Renewal collection to resolve policy holder’s service needs, Cross sale opportunity

Job Summary:

• Increase Established Agent Advisor Retention & productivity
  • • • • Develop single point relationship with the Top Performing AA’s to enhance agent retention
        • Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns.
        • Drive and Improve Sr ADM and above productivity
        • Leverage Business Insurance and NRI Sales to improve productivity.
        • Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment.
        • Drive the agency for recognition and rewards platform
        • Drive them for council and MDRT recognitions.

Key Responsibilities/ Key Deliverables:

• Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning.
• Identify, educate, train and support Top AA contributors and Senior ADM’s and Above and be reactive to their needs.
• Identify and maintain a list of 75-100 focus agents/ and All Senior ADM and above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location.
• Develop Ad hoc presentation explaining selling related concepts.
• Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference)
• Hold workshops & seminars.
• Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher productivity.

Measures of Success:

• Adj MFYP – Cross Sell
• Senior ADM & Above MFYP Standard
• Adj MFYP – Business Insurance and NRI
• MDRT/EC/CEO Council Targets
• AAP and CEIP Active

Key Relationships (Internal / External):

• OH, RM, ZVP
• Agency enablement team
• UDAY program team

Desired qualification and experience

Job Specifications:

• Adj MFYP – Cross Sell
• Sr ADM & Above MFYP Standard
• Adj MFYP – Business Insurance and NRI
• MDRT/EC/CEO Council Targets
• AAP and CEIP Active

KEY COMPETENCIES/SKILLS REQUIRED

• High level of relation making skills and ability to build trust
• High level of action orientation and learning skills
• Ability to role model Max Life Insurance way of working
• Ability to work under pressure
• Good product knowledge and sales process knowledge

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply