Senior Executive - Agency Strategy

Tata AIA Life Insurance

Location not stated
Manager or above
19 hours ago

AI
Copilot
ChatGPT
Canva
MS Office
Excel
SQL
Power BI
Tableau

19 hours ago

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Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a 'Great Place to Work' and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, 'People - Our Core,' emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

Job Description

A Position Overview

Position Title	Senior Executive, Agency Strategy
Department	Agency Sales
Level/ Band	251
Role Summary	Develop and implement strategies to grow the agent network and increase per-agent productivity Analyze agent performance data (activation, persistency, ticket size, conversion) and turn it into actionable plans Identify untapped markets, segments, and geographies for agent expansion Run pilots, evaluate results, and scale what works Gather field feedback and use it to improve processes Track competitor agency models, commissions, and market trends

B Organizational Relationships

Reports To	Manager, Agency Strategy
Supervises	N.A.

C Job Dimensions

Geographic Area Covered	National
Stakeholders - Internal	Agency Sales, Distribution Strategy, HR, Finance, Operations, Technology, Learning & Development, and Senior Leadership Team.
Stakeholders - External	N.A.

D Key Result Areas

MIS & Dashboard Management	Build dashboards and MIS to track channel KPIs, and present insights to leadership
	Monitor key metrics, trends, and performance indicators
AI & Creative Content Development	Utilize AI tools (Copilot, ChatGPT, Canva AI, etc.) to create creatives, Communication campaigns, Surveys and questionnaires, Distributor engagement contents
	Tech-savvy with expertise in AV creation, editing, content merging, and AI-based creative development.
Stakeholder Management	Act as a key liaison between Field Teams, Regional Teams, and Head Office (HO).
	Coordinate with internal stakeholders to drive MDRT initiatives and ensure timely execution
	Track action items, follow-ups, and project deliverables across functions
	Maintain regular contact with branch and sales teams to keep the program on track
Program Coordination	Support strategic drive, recognition programs, and engagement initiatives
	Coordinate with business teams for campaign launches and execution.
	Maintain trackers and monitor project progress against timelines.

E Skills Required

Technical	MS Office, PPT, AI usages
Behavioral	Demonstrates ownership, integrity, adaptability, and a strong results-driven mindset while effectively handling pressure and commitments.
Interpersonal Skills	Strong stakeholder management and collaboration skills
Communication & Presentation Skills	Excellent verbal, written, and presentation skills
Creative Thinking Skills	Ability to identify innovative solutions and use AI to generate creatives
Supervising / Leadership Skills	NA
Teamwork Skills	Ability to work effectively across cross-functional teams
Relationship Building Skills	Ability to build strong internal and external relationships

F Incumbent Characteristics

Qualification	Graduate / MBA preferred
Skill	Strong analytical skills; advanced Excel, with SQL or BI tools (Power BI/Tableau) a plus Clear communication and presentation skills Project management and cross-functional collaboration Understanding of insurance products, commissions, and regulatory norms (IRDAI) is a strong advantage Comfortable in a fast-paced, target-driven environment Ability to work with cross-functional teams and manage multiple priorities Tech-savvy with a digital-first mindset
Experience	3-5 years in insurance or financial services sales, agency development or agent training Good communication and presentation skills • Proficient in Excel, MIS reporting and target tracking & PPT

Senior Executive - Agency Strategy · Tata AIA Life Insurance

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