| Detail | For this role |
|---|---|
| Department | Insurance |
| Level | Entry level |
| Reports to | Agency Development Manager |
| Direct reports | None |
| Experience | Fresher or up to 2 years in sales or recruitment |
Agency Development Executive job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Agency Development Executive
Department: Insurance
Reports to: Agency Development Manager
Location: [City], [office, branch or site]
About the role
An Agency Development Executive supports the recruitment and activation of insurance agents in a territory, working under an agency development manager. They source agent candidates, help them through licensing, and support their first sales. The role reports to the Agency Development Manager. A good agency development executive keeps a steady flow of agent candidates, helps new agents get licensed and active quickly, supports them on early calls, keeps their records and follow up in order, and learns the craft of building an agent force from the ground up.
Key responsibilities
- Source insurance agent candidates through references, drives and local outreach.
- Guide candidates through the licensing training and examination steps.
- Help newly licensed agents make their first sales quickly.
- Support agents on early field calls and product basics.
- Keep agent records, licensing status and follow up trackers in order.
- Remind and follow up agents on activity and pending steps.
- Support contests, meetings and recognition for the agent team.
- Coordinate onboarding paperwork and code creation for new agents.
- Flag dormant or struggling agents to the development manager.
- Learn recruitment and agent coaching skills from the agency development manager.
Requirements
- Graduate in any stream
- Interest in insurance sales and recruitment
- Good spoken local language and Hindi
- Fresher or up to 2 years in sales or recruitment
KRAs and KPIs for a Agency Development Executive
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Candidate flow | Agent candidates sourced against the monthly target |
| Licensing | Candidates licensed within the agreed period above target |
| Activation support | New agents making a first sale within the agreed period above target |
| Record accuracy | Agent records and licensing status kept accurate above target |
| Follow up | Agent activity follow up completed on schedule |
| Support | Onboarding and code creation completed within the target time |
Skills and tools
Tools used day to day: CRM and lead systems, Agency management portal, Mobile app, MS Excel, Messaging tools.
Reporting line and career path
Next roles: Agency Development Manager, Agency Manager, Insurance Sales Executive
Interview questions for a Agency Development Executive
- How would you source insurance agent candidates in a new area?
- How do you help a new agent get licensed quickly?
- How do you support an agent on their first few sales?
- How do you keep agent records and follow up in order?
- How do you handle a candidate who drops out during licensing?
- Why do you want to start in agency development?
Managing a Agency Development Executive in ZeniaHR
Hire and manage your insurance team in one place
Post the role, onboard the new hire, and track attendance, leave and KRAs in ZeniaHR. Free for your first 50 employees.
Book a free demoSee pricingFrequently asked questions
What does an Agency Development Executive do?
An Agency Development Executive supports the recruitment and activation of insurance agents under a development manager. They source agent candidates, help them through licensing, support their first sales and keep records and follow up in order. It is an entry route into building and running an agent force.
What is the difference between an Agency Development Executive and Manager?
An Agency Development Manager owns the recruitment, activation and premium targets for a territory and leads the effort. An Agency Development Executive supports that work: sourcing candidates, coordinating licensing and helping new agents start. The executive assists and learns; the manager owns the numbers and the team.
How do you become an Agency Development Executive?
This is often an entry role open to graduates interested in insurance sales and recruitment, and many start as freshers. Good spoken local language and Hindi help a lot. Employers value energy, follow up discipline and people skills, and the role can grow into agency development or sales management.