Appropriate deployment of capacity on New & Renewal Business including endorsement of existing coverage.
Adherence to Product guidelines & initiatives, including growth or diversification strategies or remedial action if required.
Development & execution of personal Distribution plan for assigned Broker panel. Distribution plan will include Key Account management plan, management of assigned renewal portfolio (including remedial Underwriting action), Broker visit plan, Cross Sell, Pipeline & Prospect activities.
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Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.
Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support sales, service, client events, and marketing activities.
Provide training and coaching to RMs to enhance their insurance knowledge and selling skills.
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