Cau Lead Specialist - Malaysia - Combined Insurance
Description
Key Objectives:
Centralized Agency Unit is formed primarily to cater for low producing agents as defined by the company and those other agents who prefer engagements through virtual and electronic delivery modes with the objective to reach the intended target agents nationwide without the need for constant face to face physical meetings.
The position and role shall provide leadership, advise and solutions to assigned subordinates as well as work to achieve production targets, execute relevant strategies, initiatives and action plans relating to this Centralized Agency Unit.
Major duties and responsibilities
- Make call rotations to assigned / targeted Agents based on schedule set.
- Engage with assigned / targeted Agents towards achieving production targets by building of new business and retaining renewals.
- Drive sales campaigns, cross selling and upselling to assigned / targeted agents.
- Ensure roll out of new products launched to assigned / targeted agents.
- Support new system enhancements for roll out to assigned / targeted agents.
- Update assigned / targeted agents with information on new or changes in the guidelines and regulations affecting agents.
- Encourage assigned/ targeted agents to participate in the Company's engagement activities and events where relevant.
- Track and manage performance of assigned / targeted agents.
- Manage performance of subordinates and motivate them towards achieving production and other related targets.
- Provide advice to subordinates relating to arising issues in daytoday work with the aim to solve and/or facilitate solution.
- Ensures all dealings is in full compliance of the Insurance Act and Regulations, guidelines and circulars issued by Bank Negara Malaysia, and all relevant laws, rules and regulations affecting the Company's business.
- Any other related work assigned by Head of Centralized Distribution Services
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