Vivek Kumar Pandey

Agent onboarding and network expansion

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  Recruitment: Identify, screen, and recruit high-potential individuals to become licensed insurance agents or POSPs.
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  Licensing Support: Guide new recruits through the regulatory training and licensing examination process (e.g., IRDAI requirements in India).
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  Activation: Ensure that newly recruited agents start generating business within their first 30–90 days (active ratio management
• Business Development & Sales Management
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  Target Achievement: Meet and exceed monthly/quarterly sales targets for premium collection across various lines (Health, or Motor).
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  Joint Field Work: Accompany agents on high-value client meetings to help close complex deals and provide technical expertise.
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  Renewal Management: Work with the agency force to ensure high "persistency" (policy renewal rates) to maintain a healthy portfolio.
• Training & Performance Support
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  Product Knowledge: Conduct regular training sessions to update agents on new product launches, features, and unique selling propositions (USPs).
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  Sales Coaching: Teach agents effective prospecting, objection handling, and closing techniques.
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  Digital Adoption: Train agents on using company apps and portals for instant policy issuance and lead tracking.
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  Relationship & Channel Maintenance
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  Conflict Resolution: Act as the first point of contact for agents regarding commission payouts, claim settlements, or policy issuance delays.
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  Engagement Activities: Organize "Reward and Recognition" (R&R) events to keep the agency force motivated and loyal to the brand.
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  Communication: Regularly disseminate information regarding company circulars, contest updates, and regulatory changes.
• Compliance & Reporting
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  Ethical Standards: Monitor agents to ensure they are not mis-selling and are adhering to all legal and ethical guidelines of the insurance industry.
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  Performance Tracking: Maintain detailed records of agent productivity and provide weekly/monthly reports to the Branch Manager or Area Manager.

• Renewal of all the existing motor and non motor Policy.
• Generate new business with existing customer.
• Achievement of target.
• Manage the overall general trade business of Mumbai and rest of Maharashtra.

• Managing the growth of the existing business and develop new business opportunity.
• Generate forecast, ROI and profitability of the distributor.
• Track performance and uncover tactic to drive sales.
• Collection from the associates/distributors.
• Complaint handling of distributors and the associates.
• Daily tracking and reporting to the Senior manager.

• Manage the overall general trade business of Mumbai.
• Managing the growth of the existing business and develop new business opportunity.
• Track performance and uncover tactic to drive sales.
• Collection from the associates/distributors.
• Complaint handling of distributors and the associates.
• Daily tracking and reporting to the Senior manager.

• Relationship management.
• Commercial responsibilities.
• Stock management.
• Achieve Store Targets through proper coordination and survey.
• Visual Merchandising.
• Training new joiners with product knowledge and pitch.
• Inventory Control of Stocks.
• Creative window display.
• After sales services.
• Complaint handling.
• Execute Work Orders.
• Supervise & Documentation of day-to-day activities.
• Daily tracking and reporting to the Senior manager.