The primary responsibility of a business manager is to decide how many policies or upgrades should be sold in a given period, then oversee the team’s progress to ensure they meet those goals. Managers support this progress by providing strategies, feedback, and marketing campaigns
Business managers contribute to their team’s success by setting and meeting their own sales goals. They make sales through warm leads but also leverage connections with loan officers, and other professionals within their personal network.
Managers research ways to improve sales skills by attending meetings, reading books, or taking courses, then impart that knowledge to their team by leading regular training sessions. They also hold performance review meetings with individuals and the whole group, offer individualized coaching, and generally foster a positive company cultureManage performance evaluation for all branches under region and monitor for daily, weekly, monthly ensure the target are met;
Should a sales agent on the team be unable to answer a customer’s question or provide satisfactory service, the insurance sales manager steps in to help. Managers also mediate disputes with customers and provide satisfactory solutions for all involvedParticipate in community affairs to increase visibilities to enhance new and existing business opportunities and other competitors on a reqular basic and explore ways and means to uplifit the level of services and position in market;
As business increases, the business manager is responsible for hiring sales agents. They search for and interview potential candidates, then onboard new recruits with industry and company policy training. It’s also the responsibility of the manager to evaluate existing team members’ performances and terminate them when necessary.
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